CapIntel is a finance and fintech company that develops investment comparison and proposal tools for financial advisors and their clients. Its B2B platform helps advisors present clear, interactive comparisons of investment products, making it easier for clients to understand value, experience, and the potential effect of different choices on their financial goals.
Used by major banks, CapIntel’s visual tools are designed to make investment discussions more accessible and support stronger client-advisor relationships. The company focuses on improving how financial products are explained, helping advisory teams deliver more engaging proposals and a clearer client experience.
Lead product design for CapIntel’s wealth-management software platform, from discovery through delivery. Own product areas, prototype with real data, and establish high standards for usable, accessible experiences.
Lead full-cycle technical and non-technical recruiting for CapIntel’s wealth-management software platform. Partner with hiring managers on sourcing, structured assessment, hiring decisions, and candidate experience.
