“We have always been committed to helping our partners establish a path towards elevated wealth management for their clients,” said James Rockwood, founder and CEO of CapIntel. “As technology evolves and consumer expectations continue to shift, it is our duty to educate financial professionals by providing them with access to transparent information and smarter systems. The Uncapped event allows us to further inspire current and prospective partners, fostering meaningful conversations that facilitate progress. We’re thrilled to bring industry leaders together for a day of deepening relationships and exchanging insights that will drive collective success across the wealth and asset management landscapes.”

https://www.businesswire.com/news/home/20240610512460/en/