James Rockwood

Founder
CapIntel

James Rockwood is the founder of CapIntel Inc, a fintech company building a digital sales channel connecting asset managers and financial advisors. CapIntel’s products reduce asset manager distribution costs by 15+ basis points while saving advisors valuable time and helping them sell more.

CapIntel’s clients include tier 1 banks, top 10 Canadian asset managers, insurance firms and credit unions.

Before founding CapIntel, James worked in Investment Banking and Audit at KPMG in Canada. James is a Chartered Accountant, Chartered Professional Accountant, a fitness junkie, and a Brazilian Jiu Jitsu practitioner

Check out the incredible speaker line-up to see who will be joining James.

Download The Latest Agenda

Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients

Wednesday, May 20th, 2020

11:30 AM Fintech Shark Tank

The FinTech community is a hotbed for innovation and the sheer volume of tools and solutions being developed can seem overwhelming at times. In this all new Digital Wealth session we’ve invited emerging FinTech innovators to showcase their promising disruptive technologies. Each company will have 5 minutes to share their technology and 5 minutes of Q&A time. Audience members will vote for their favorite through the event app!