Max Moreau
Co Founder + Chief Technology Officer
Transforming how financial advice is explainedTransforming how financial advice is explained
Vision
Confidence for the moments that shape financial futures
Financial advice should bring clarity to pivotal decisions that shape the lives of investors and their families. Our vision is a world where every investment decision is supported by clear insight, deeper understanding, and guidance that helps clients move forward with conviction.
We are creating the intelligent moments for modern wealth management
We're connecting workflows to simplify complexity, strengthen investor trust, and enable personalized wealth management at scale.
By embedding intelligence into how advice flows from advisor to investor, we're helping wealth firms across the Americas deliver a premium, tailored experience without the added operational burden.
Our Leadership Team
James Rockwood
Founder + Chief Executive Officer
Wealth underpins most of life's milestones.
By improving the system, we can make a meaningful impact on millions of lives.
James Rockwood launched CapIntel in 2019 after recognizing a fundamental challenge within the wealth management industry. Advisors had access to more financial data than ever before, yet lacked the tools to transform the inherent complexity into a tangible narrative to help clients understand.
Hear more about James' founder story below.
OUR LEADERSHIP TEAM
Peter Cutler
Chief Revenue Officer
Amanda Billark
Vice President, Design
Joy Chen
Vice President, Product
Matt Cresswell
Vice President, Engineering
Manuela Gonzalez
Vice President, People
Francis Massicotte
Director, Information Security
Marcus Maloney
Director, GTM Strategy + Solutions
Matt Stairs
Director, Solutions Architect
Evan Weinshel
Head of Partnerships + Business Development
Megan Wilson
Head of Customer Experience
Our journey
From idea to innovation
Jul 2017
The spark
Recognizing the growing complexity of financial advice, the rise of robo-advisors, and the unmet need for better advisor technology in an increasingly digital world, James Rockwood begins building the foundation for what would become CapIntel.
Jan 2019
Co-Founder joins
Max Moreau joins as Co-Founder and CTO, helping transform an early concept into a scalable platform.
Aug 2021
Leadership expansion
After advising for years, Rob Crnkovic joins as Co-Founder and Chief Revenue Officer, bringing with him deep expertise in enterprise sales.
Sept 2021
Enterprise momentum
CapIntel secures contracts with two major Canadian financial institutions, increasing revenue to nearly $3 million per year.
Jun 2022
Series A funding
CapIntel secures venture financing led by Fintech Collective with participation from Fengate Asset Management on behalf of its investor, the LiUNA Pension Fund of Central and Eastern Canada (LPFCEC).
Nov 2022
Company to watch
CapIntel is named one of Canada's Companies-to-Watch in the 2022 Deloitte Technology Fast 50 program, ranking 5th with 2051% revenue growth from 2018 to 2021.
Sept 2023
National growth recognition
CapIntel ranks 14th among Canada's Top Growing Companies by The Globe and Mail with 2443% revenue growth over three years.
Jun 2024
First user conference
CapIntel hosts its first user conference, bringing together customers, partners, and industry leaders to explore an ambitious product roadmap and bold ideas for the future of wealth technology.
Jun 2024
Partner ecosystem expansion
CapIntel announces a strategic partnership with FactSet, expanding access to institutional grade market data and strengthening the platform's capabilities for U.S. wealth firms.
Nov 2025
Industry recognition
CapIntel earns major recognition in the Deloitte Technology Fast 50 and Fast 500 rankings, highlighted by 9255% revenue growth over a three year period, reflecting the platform's rapid growth and enterprise adoption.
Nov 2025
Partner ecosystem expansion
CapIntel adds KPMG Canada to its partner ecosystem, combining advisory expertise and technology to help Canadian wealth firms streamline workflows and enhance client experiences.
Mar 2026
Partner ecosystem expansion
EY joins CapIntel's partner ecosystem, helping scale technology transformation for U.S. wealth firms and enabling more connected, advisor-centric experiences.
Who we are
The CapIntel team is a diverse group of builders, operators, and industry experts united by a shared goal: improving how financial advice is delivered.
We believe great technology should empower advisors, simplify complex workflows, and ultimately help clients make better financial decisions. Our culture values curiosity, collaboration, and a relentless focus on delivering meaningful impact for the firms and investors we serve.
