A robust investment comparison and proposal generation platform built for leading wealth management enterprises.
Toronto, Ontario
CapIntel is an investment comparison and proposal platform that turns complex data into clear, client-ready presentations. We bring in-depth analytics, risk alignment, and proposal templates into a simple workflow, helping enterprises standardize sales enablement and produce polished proposals. Advisors work faster and smarter, while clients get the clarity they deserve to invest with confidence. Join us as we elevate finance to build wealth for all.
Remote · Montreal, Quebec, Canada, Ottawa, Ontario, Canada, Toronto, Ontario, Canada
You will design and implement LLM-powered features and agentic workflows into the core platform, ensuring reliability and scalability. You will also architect RAG pipelines and build evaluation frameworks to monitor and improve AI system performance in production.
Remote · Toronto, Ontario, Canada
You will own advisor engagement within target wealth firms by executing outbound outreach and conducting product demonstrations. Your role involves building relationships with advisors to develop champions and supporting the broader enterprise sales process.
On-site
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure. Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s…
Remote
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure. Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s…
On-site
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure. Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s…
