CapIntel Expands Advisory Board Members in the US Market With Appointment of Lowell Putnam

Seasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.

Toronto, May, 4, 2023 – CapIntel, a leading wealth management technology company, announced the appointment of Lowell Putnam as a new Advisory Board Member. With 10+ years of experience in US FinTech, Putnam will further assist CapIntel’s expansion into the US.

Working with the executive team, Putnam will focus on enabling CapIntel to deliver its platform to US asset managers and wealth firms allowing them to adapt quickly to the modern investor demands.

With over a decade of financial technology experience, Lowell is a proven leader in building high-growth organizations like Qouvo, a financial technology company focused on consumer financial account aggregation, where he served as CEO until its sale to Plaid in January 2019. At Plaid, Lowell joined the executive leadership team and built the partnerships function. With this experience, he will help to maximize CapIntel’s platform to achieve their business objectives.

From our first meeting, I was impressed by CapIntel’s product vision and impressive success penetrating the Canadian market. Enterprise adoption is among the hardest motions for any startup to adopt, and CapIntel has shown remarkable skill in this area. I'm excited to help them continue in this success!

-Lowell Putnam, Advisory Board Member, CapIntel

Putnams’ appointment adds to the strength of CapIntel’s advisory council, following recent addition of Rob Foregger.

Lowell has a deep understanding of the needs and opportunities faced by the US wealth industry. Under his advisory, we will double down on the underserved areas of the industry and create opportunities in the U.S. market.

-James Rockwood, Founder and CEO, CapIntel

Lowell grew up splitting time between New York City and the small town of Manchester-by-the-Sea, Massachusetts. He graduated from Harvard College with a degree in American History and Literature. Following college, he worked on Wall Street at Lehman Brothers (and, subsequent to Lehman's bankruptcy, Barclays Capital) in the investment banking division, specifically in the financial institutions group.

About CapIntel

CapIntel is a Canadian-founded B2B fintech company, serving financial institutions across North America. Its intuitive, web-based applications are improving the overall experience for wealth professionals and investors alike. The company's mission is to elevate personal finance and a significant part of this means growing wealth through investments while creating meaningful conversations between advisors and their clients. Its platform helps financial professionals deliver transparent, data-driven, and personalized information to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 12,000 advisors and 800 wholesalers across North America on their platform, CapIntel is transforming the advisor-client experience. See for more information.

Press Contact

Anna Smith,

See CapIntel in action

See for yourself why over 10,000 advisors and wholesalers are using CapIntel to transform their sales, compliance, and client experience.

Request a Demo