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