James Rockwood, founder and CEO of CapIntel, has built one of North America’s fastest-growing wealthtech companies by helping advisors communicate investment value with greater clarity, transparency and personalization. Guided by a mission to improve financial literacy and investor confidence, Rockwood has scaled CapIntel from a startup into a trusted enterprise technology partner for wealth management firms across North America. Over the past 12-18 months, Rockwood accelerated CapIntel’s innovation roadmap with the launch of AI Statement Reader, Digital Risk Questionnaire, Tax Analysis and Frame digital presentations. These tools help advisors streamline workflows, personalize client engagement and deliver clearer, more compliant investor experiences