James Rockwood is the Founder and CEO of CapIntel. Driven by a passion to create a meaningful business that could impact millions of people’s lives, James set his sights on improving the wealth management industry. Realizing how important financial goals are too many of life’s milestones, he wanted to equip advisors and their clients with the best possible tools to meet these objectives.
He founded CapIntel, a financial technology company leading the way in developing intuitive, web-based applications for financial professionals. In just two years, CapIntel’s platform has grown and now supports over 10,000 advisors and wholesalers across North America.
Outside of work, you’ll find James in the kitchen cooking, on the mats practicing Brazilin Jiu-Jitsu, at the gym doing CrossFit, running up a hill during a Spartan Race, or digging into stoic philosophy, a school of thought he puts into daily practice as CEO. James also hosts the Frontier of Finance podcast, speaking with leading asset managers about the newest funds on the market.
James began his career in Investment Banking and as an Accountant at KPMG in Toronto and Halifax. He is a certified CPA and CA.