CapIntel is an industry leader in digitally-enabled proposal generation for financial advisors
CapIntel springboards off of its success in Canada to significantly expand throughout the US, especially as financial advisors are facing...
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Range raises $12m in Series A funding
Virginia based AI WealthTech platform raised $12m in Series A funding led by Gradient Ventures.
{
"In one case a customer asked an advisor how President Biden's 2024 budget proposal might impact them. The AI was able to synthesize what...…
CapIntel shares findings from case study on Pacific Financial Group partnership
While focused on digital transformation, The Pacific Financial Group, Inc. was looking for a new performance reporting solution to...
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