"The platform delivers a powerful, customized client proposal and investment analytics tool which enhances the advisor-client relationship by bringing clarity to the investments they have through The Pacific Financial Group inside their 401k brokerage window. Founded in 2012 and based in New York City, the firm has deep experience investing across capital markets, wealth management, banking, lending, payments, insurance, and DeFi. The firm also offers Separately Managed Accounts, Core Retirement Optimization, and a Variable Annuity Program. CapIntel is used by more than 10,000 advisors serving more than two million households, including three of the top five Big Banks in Canada. About CapIntelCapIntel is a Canadian financial technology company leading the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and help families meet their financial goals.