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Explaining Financial Products to Investors Using Capintel, a WealthTech that is Growing Fast
On this podcast we met James Rockwood, Co-Founder and CEO of Capintel, for the first time. We have been seeing this company partner and succeed and stand out in the startup ecosystem and wanted to understand what they do. James is a first-time entrepreneur but you wouldn't know that from talking to him. He is humble, confident, multi-dimensional, smart and clear on his vision. A recipe for success. The CapIntel platform now serves over 10,000 financial advisors across the country through partnerships with established financial service firms such as IG Wealth Management, Canada Life, and Equitable Life and more. Enjoy the podcast!
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By Fathom4sightOn this podcast we met James Rockwood, Co-Founder and CEO of Capintel, for the first time. We have been seeing this company partner and succeed and stand out in the startup ecosystem and wanted to understand what they do. James is a first-time entrepreneur but you wouldn't know that from talking to him. He is humble, confident, multi-dimensional, smart and clear on his vision. A recipe for success. The CapIntel platform now serves over 10,000 financial advisors across the country through partnerships with established financial service firms such as IG Wealth Management, Canada Life, and Equitable Life and more. Enjoy the podcast!