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16 Best Quebec Based Wealth Management Startups and Companies 2021

This article showcases our top picks for the best Quebec 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 Quebec Wealth Management Startups

Data sourced from Crunchbase and SemRush.

CoPower

CoPower

Crunchbase Website Twitter Facebook Linkedin

CoPower is an online platform that simplifies clean energy investing.

Croesus

Croesus

Crunchbase Website Twitter Facebook Linkedin

Croesus has been providing sophisticated wealth management solutions

Croesus

WealthTab

Crunchbase Website Twitter Facebook Linkedin

WealthTab is a Developer of a wealth and portfolio management platform.

Croesus

Inovestor

Crunchbase Website Twitter Facebook Linkedin

Inovestor Inc. is a leading provider of wealth management platforms and professional financial technology and services.

Croesus

Tactex Asset Management Inc

Crunchbase Website Twitter Facebook Linkedin

Tactex provides wealth management services.

Croesus

Ndex Systems

Crunchbase Website Twitter Facebook Linkedin

Ndex Systems is an investment management company located in Montreal.

Croesus

Pembroke Private Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Pembroke Private Wealth Management is a real estate investment wealth management company located in Montreal.

Croesus

Triasima Portfolio Management

Crunchbase Website Twitter Facebook Linkedin

Triasima Portfolio Management is a impact investing wealth management company located in Montreal.

Croesus

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.

Croesus

Wolff Wiese Magana LLC

Crunchbase Website Twitter Facebook Linkedin

Wolff Wiese Magana LLC specializes in asset management, financial planning, estate planning and business services.

Croesus

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.

Croesus

Tulett, Matthews & Associates

Crunchbase Website Twitter Facebook Linkedin

Tulett, Matthews & Associates is a financial services company located in Kirkland.

Croesus

Cae Haute-Yamaska

Crunchbase Website Twitter Facebook Linkedin

Cae Haute-Yamaska is a financial services company located in Granby.

Croesus

Whitemont

Crunchbase Website Twitter Facebook Linkedin

Whitemont is a financial services company located in Montreal.

Croesus

BLK & GLD Marketing

Crunchbase Website Twitter Facebook Linkedin

BLK & GLD Marketing has expertise in sales and marketing of wealth management to companies, business sectors and individual prospects.

Croesus

J. Vitucci Financial Services Inc

Crunchbase Website Twitter Facebook Linkedin

Vitucci Integrated Planning is an independently owned boutique wealth management practice.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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