This article showcases our top picks for the best Canada based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Canada Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Planswell
Crunchbase Website Twitter Facebook Linkedin
Planswell is on a mission to provide the world’s most actionable financial planning experience to everyone, for free.
Nest Wealth
Crunchbase Website Twitter Facebook Linkedin
Nest Wealth is Canada’s first SaaS-based digital wealth management platform.
Boosted.ai
Crunchbase Website Twitter Facebook Linkedin
Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry.
d1g1t Inc.
Crunchbase Website Twitter Facebook Linkedin
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services.
Agreement Express
Crunchbase Website Twitter Facebook Linkedin
SaaS platform that automates the client onboarding process for financial services firms.
Responsive
Crunchbase Website Twitter Facebook Linkedin
The enterprise hybrid wealth management solution for service excellence and actionable insights.
REITIUM
Crunchbase Website Twitter Facebook Linkedin
SaaS, Investor Document Workflow, Mobile App, Crowdfunding Portal
The Money Finder
Crunchbase Website Twitter Facebook Linkedin
The Money Finder is a Financial Technology Company.
CoPower
Crunchbase Website Twitter Facebook Linkedin
CoPower is an online platform that simplifies clean energy investing.
Passiv
Crunchbase Website Twitter Facebook Linkedin
Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv.
Emperor Investments
Crunchbase Website Twitter Facebook Linkedin
Emperor Platform provides the technologies that power the modern financial advisor.
Traden, Inc.
Crunchbase Website Twitter Facebook Linkedin
Traden combines interactive user generated educational content and a social community of trading teams to create the world’s first social tr
NexJ Systems
Crunchbase Website Twitter Facebook Linkedin
NexJ Systems develops cloud-based software to provide CRM solutions for the financial services, insurance and healthcare industries.
Echelon Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Echelon Wealth Partners is a wealth management financial services company located in Toronto.
Nicola Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.
Purefacts Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
A WealthTech100 Company, PureFacts provides global enterprise wealth management and asset management solutions.
TelosTouch
Crunchbase Website Twitter Facebook Linkedin
TelosTouch is the missing link between financial services providers and their clients.
CapIntel Inc.
Crunchbase Website Twitter Facebook Linkedin
CapIntel is an investment sales platform used by hundreds of financial advisors and asset management sales teams in North America.
Croesus
Crunchbase Website Twitter Facebook Linkedin
Croesus has been providing sophisticated wealth management solutions
Aviso Wealth
Crunchbase Website Twitter Facebook Linkedin
Aviso Wealth is a national financial services company
Wellington-Altus Private Wealth
Crunchbase Website Twitter Facebook Linkedin
Wellington-Altus Private Wealth is a financial services wealth management company located in Winnipeg.
Pascal WealthTech
Crunchbase Website Twitter Facebook Linkedin
Integrated, intelligent and intuitive. Pascal WealthTech designs digital technology to empower financial advisors.
The Canada Life Assurance Company
Crunchbase Website Twitter Facebook Linkedin
The Canada Life Assurance Company provides insurance and wealth management products and services in Canada.
CoinChange
Crunchbase Website Twitter Facebook Linkedin
Coinchange is an innovative financial services company which offer secure transactions, streamlined verification and other services.
Richardson GMP
Crunchbase Website Twitter Facebook Linkedin
Richardson GMP is a financial technology company.
Prodigy Labs
Crunchbase Website Twitter Facebook Linkedin
Prodigy Labs is a product development service organisation
Univeris
Crunchbase Website Twitter Facebook Linkedin
Univeris provides an enterprise wealth management systems, modular front office, distribution and manufacturing platform.
RPM Technologies
Crunchbase Website Twitter Facebook Linkedin
RPM Technologies provides digital wealth management software solutions for banks, IIROC brokers, MFDA dealers, and asset managers.
WealthTab
Crunchbase Website Twitter Facebook Linkedin
WealthTab is a Developer of a wealth and portfolio management platform.
Planworth
Crunchbase Website Twitter Facebook Linkedin
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client’s wealth journey.
Libro Credit Union
Crunchbase Website Twitter Facebook Linkedin
Libro Credit Union deals with financial services such as loans, credit cards, mortgage, investment and wealth management.
Hedonic Capital
Crunchbase Website Twitter Facebook Linkedin
Hedonic Capital aims to ease the financial management burden from businesses as they expand operations.
BMG Group
Crunchbase Website Twitter Facebook Linkedin
BMG Group Inc. offers assistance with purchasing and storing gold, silver, and platinum for financial purposes.
Invisor Financial
Crunchbase Website Twitter Facebook Linkedin
Invisor simplifies investing and makes professional, goal-based investment management services available and affordable to all Canadians.
Inovestor
Crunchbase Website Twitter Facebook Linkedin
Inovestor Inc. is a leading provider of wealth management platforms and professional financial technology and services.
Tactex Asset Management Inc
Crunchbase Website Twitter Facebook Linkedin
Tactex provides wealth management services.
MD Financial Management
Crunchbase Website Twitter Facebook Linkedin
MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services.
Justwealth
Crunchbase Website Twitter Facebook Linkedin
Justwealth is a financial services fintech company located in Toronto.
Highview financial group
Crunchbase Website Twitter Facebook Linkedin
HighView Financial Group is a investment counselling firm for affluent Canadian families and the Foundations they support.
ducovest
Crunchbase Website Twitter Facebook Linkedin
duvovest helps investors and advisors build and manage professional quality investment portfolios with minimal financial knowledge and time.
Hampton Securities
Crunchbase Website Twitter Facebook Linkedin
Hampton Securities is a Investment Industry Regulatory Organization of Canada.
Wealthsimple For Advisors
Crunchbase Website Twitter Facebook Linkedin
Wealthsimple For Advisors is focused on providing simple and insightful, technology-enabled solutions to advisors and financial planners.
The CUMIS Group
Crunchbase Website Twitter Facebook Linkedin
CUMIS deals with travel insurance, credit and mortgage protection, insurance for credit unions, home and auto insurance.
Stylus Asset Management
Crunchbase Website Twitter Facebook Linkedin
STYLUS is a boutique wealth management firm providing comprehensive investment and financial planning services.
BlueShore Financial Credit Union
Crunchbase Website Twitter Facebook Linkedin
BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance.
Edgepoint Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Edgepoint Wealth Management is a financial services fintech company located in Toronto.
Ndex Systems
Crunchbase Website Twitter Facebook Linkedin
Ndex Systems is an investment management company located in Montreal.
HollisWealth
Crunchbase Website Twitter Facebook Linkedin
HollisWealth provides diversified investment and wealth management services.
Century Services
Crunchbase Website Twitter Facebook Linkedin
Century Services is a financial services fintech company located in Calgary.
Pinnacle Wealth Brokers
Crunchbase Website Twitter Facebook Linkedin
Pinnacle Wealth Brokers is a financial service company that engages in corporate finance, insurance, portfolio strategy and investments.
Castle Ridge Asset Management
Crunchbase Website Twitter Facebook Linkedin
Castle Ridge Asset Management is a machine learning company located in Toronto.
Barometer Capital Management
Crunchbase Website Twitter Facebook Linkedin
Barometer Capital Management provides wealth management services.
BCU Financial
Crunchbase Website Twitter Facebook Linkedin
BCU Financial offers personal and business banking as well as financial planning services.
RiskMetrics
Crunchbase Website Twitter Facebook Linkedin
RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.
Pembroke Private Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Pembroke Private Wealth Management is a real estate investment wealth management company located in Montreal.
Wealthco.
Crunchbase Website Twitter Facebook Linkedin
Wealthco is a financial services wealth and management company located in Calgary.
Forstrong Global Asset Management
Crunchbase Website Twitter Facebook Linkedin
Forstrong Global Asset Management is a wealth management company located in Toronto.
fast n easy tax
Crunchbase Website Twitter Facebook Linkedin
fast n easy tax guarantee fast and easy online tax return filing experience with 100% satisfaction for your Canadian tax return.
Guildhall Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Guildhall Wealth Management buys, sells, and stores physical precious metals like gold, silver, platinum, and palladium.
Ahava Holdings & Ventures
Crunchbase Website Twitter Facebook Linkedin
Ahava Holdings & Ventures is a holding company and private equity firm that focuses on building great technology and media companies.
Skyline Group of Companies
Crunchbase Website Twitter Facebook Linkedin
Skyline Group of Companies is a fully integrated asset acquisition, management, development, and investment entity.
Raymond James
Crunchbase Website Twitter Facebook Linkedin
Raymond James provides financial and wealth management services.
Sunrise Credit Union
Crunchbase Website Twitter Facebook Linkedin
Sunrise Credit Union provides banking, wealth management and lending services.
Investor Economics
Crunchbase Website Twitter Facebook Linkedin
Investor Economics is a financial services consulting company located in Toronto.
Glidepath Portfolio Services
Crunchbase Website Twitter Facebook Linkedin
Glidepath Portfolio Services is a fintech company located in Toronto.
Thrive Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Thrive is a local, credit union-owned wealth management company.
Research Capital Corporation
Crunchbase Website Twitter Facebook Linkedin
Research Capital Corporation is an investment firm that provides advisory services, wealth management, sales and trading services.
FutureTax
Crunchbase Website Twitter Facebook Linkedin
FutureTax is an easy-to-use, secure and NETFILE/Barcode Certified T1 tax preparation software package.
Triasima Portfolio Management
Crunchbase Website Twitter Facebook Linkedin
Triasima Portfolio Management is a impact investing wealth management company located in Montreal.
Lorne Steinberg Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Lorne Steinberg Wealth Management is to serve its clients through delivering strong long-term returns, managing risk and protecting capital.
Wolff Wiese Magana LLC
Crunchbase Website Twitter Facebook Linkedin
Wolff Wiese Magana LLC specializes in asset management, financial planning, estate planning and business services.
Caldwell Securities
Crunchbase Website Twitter Facebook Linkedin
Caldwell believes preserving and growing your wealth is achieved through a personalized, customized and flexible plan.
Kick Start Wealth Planner App
Crunchbase Website Twitter Facebook Linkedin
Budget app is the best way to keep control over the maximum expenses and less savings.
Promerita Group
Crunchbase Website Twitter Facebook Linkedin
Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.
Kawartha Credit Union
Crunchbase Website Twitter Facebook Linkedin
Kawartha Credit Union is a financial services provider that offers investment, loans, lines of credit and mortgage services.
Coleford Investment Management
Crunchbase Website Twitter Facebook Linkedin
Coleford Investment Management is a wealth management company located in Toronto.
Fight To End Cancer
Crunchbase Website Twitter Facebook Linkedin
Fight To End Cancer is a wealth management fintech company located in Toronto.
Richmond Advisory Services
Crunchbase Website Twitter Facebook Linkedin
Richmond Advisory Services provides residential and commercial property management services across Canada.
Altruly
Crunchbase Website Twitter Facebook Linkedin
Altruly is a donor-advised fund product platform that provides financial advisory and services.
Xeye
Crunchbase Website Twitter Facebook Linkedin
Xeye is provides wealth management technology solutions for the financial services industry.
Andrews, Lucia Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Andrews, Lucia Wealth Management offers investment advisory services for individuals, trusts, retirement plans and charitable funds.
Canfin Financial Group Of Companies
Crunchbase Website Twitter Facebook Linkedin
Canfin Financial Group Of Companies is a provide comprehensive and integrated wealth management services.
Hanover Private Client
Crunchbase Website Twitter Facebook Linkedin
Hanover Private Client provides advisory, investing, tax and estate planning, risk management and financial services.
Cv Trustco
Crunchbase Website Twitter Facebook Linkedin
Cv Trustco is a financial services fintech company located in Vancouver.
Tax Partners
Crunchbase Website Twitter Facebook Linkedin
Tax Partners has a account For business, CRA audits, accounting or tax, Tax Partners is a trusted accounting firm you want at your side.
Grant Thornton Canada
Crunchbase Website Twitter Facebook Linkedin
Grant Thornton Canada is a financial services fintech company located in Calgary.
Worldsource Securities
Crunchbase Website Twitter Facebook Linkedin
Worldsource Securities is a financial services fintech company located in Markham.
Mulvihill Capital Management
Crunchbase Website Twitter Facebook Linkedin
Mulvihill Capital Management is an investment advisory that helps in financial planning, assets management and investment consulting.
Bell Kearns & Associates
Crunchbase Website Twitter Facebook Linkedin
Bell Kearns & Associates is a financial and investment firms.
Tulett, Matthews & Associates
Crunchbase Website Twitter Facebook Linkedin
Tulett, Matthews & Associates is a financial services company located in Kirkland.
Kinsted Wealth
Crunchbase Website Twitter Facebook Linkedin
Kinsted Wealth is a financial advisory and wealth management firm.
Raintree Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Raintree Wealth Management specializes in portfolio management and wealth management services.
Rescom Financial Services
Crunchbase Website Twitter Facebook Linkedin
Rescom Financial Services is a financial services fintech company located in Toronto.
First Affiliated Holdings
Crunchbase Website Twitter Facebook Linkedin
First Affiliated Holdings is a wealth management company located in Collingwood.
Acquire wealth management
Crunchbase Website Twitter Facebook Linkedin
Acquire wealth management provides consulting, investment management, tax, estate and retirement planning services.
Covenant Family Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Covenant Family Wealth Advisors is a wealth management company located in Langley.
Mandeville Holdings
Crunchbase Website Twitter Facebook Linkedin
Mandeville Holdings is a finance wealth management company located in Burlington.
Chronicle Wealth
Crunchbase Website Twitter Facebook Linkedin
Chronicle Wealth is a wealth management company located in Toronto.
Cae Haute-Yamaska
Crunchbase Website Twitter Facebook Linkedin
Cae Haute-Yamaska is a financial services company located in Granby.