James Rockwood
Site: CDL-Atlantic
Stream: Prime
James Rockwood is the Founder and CEO of CapIntel, a WealthTech company that helps financial advisors explain investment products to their clients. CapIntel’s technology transforms advisor-client discussions by making investment products tangible and helping clients visualize meeting their financial goals. CapIntel’s mission is to elevate finance to build wealth for all, which they achieve through improving investor confidence.
In just four years, CapIntel’s platform has grown and now supports over 20,000 advisors and wholesalers across North America. Through repeated success with some of the largest financial institutions in the world, as well as working with blue chip partners, CapIntel has cemented itself as a key player in WealthTech.
Outside of work, you’ll find James in the kitchen cooking, at the gym, or digging into stoic philosophy, a school of thought he puts into daily practice as CEO. James began his career in Investment Banking and as an Accountant at KPMG in Toronto and Halifax. He is a certified CPA and CA.