CapIntel
James Rockwood, CPA, CA has a diverse work experience in the financial industry. James is the Founder & CEO of CapIntel, where they focus on making the sales process more manageable and productive for investment professionals. Prior to that, James was a part of the Next Founders 2020 Cohort at NEXT Canada. James also worked at KPMG Corporate Finance Inc. as an Associate and Analyst, where they gained valuable experience in financial analysis and corporate finance. Before that, James was a Staff Accountant at KPMG Canada, where they developed skills in accounting and auditing.
James Rockwood, CPA, CA completed their Bachelor of Commerce Co-Op (BCom) degree in Accounting at Dalhousie University from 2009 to 2013.
CapIntel
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CapIntel is an investment sales platform used by over 12,000 financial advisors and asset management sales teams in North America. CapIntel’s platform combines investment analytics with online collaboration and communication tools to make it easier for asset managers to work with advisors, and advisors to work with retail clients. With provenability to increase sales for advisors and asset managers, the firm is quickly becoming the go-to sales platform for companies looking to capture more assets and enhance client experience.