This article showcases our top picks for the best Vancouver 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 Vancouver Wealth Management Startups
Data sourced from Crunchbase and SemRush.
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
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.
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.
RiskMetrics
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RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.
Promerita Group
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Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.
Cv Trustco
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Cv Trustco is a financial services fintech company located in Vancouver.
First Pacific Financial
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First Pacific Financial provides investment management along with retirement planning services.
Laurus Wealth Management
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Laurus Wealth Management provides its clients with financial services, insurance and investment advisory needs.
Equifaira Partners
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Equifaira Partners is a management consulting company that provides consulting services.
Sustainable Wealth Management
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Sustainable Wealth Management provides securities and investment advisory services.
Northwest Accounting & Tax Service
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Northwest Accounting & Tax Service concentrates on accounting, payroll, taxation along with a range of financial services.
TFP Investment Counsel
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TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.
Martel Wealth Advisors
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Martel Wealth Advisors offers financial planning and investment management services to individual investors and business owners.
Harlow Wealth Management
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Harlow Wealth Management is an advisory firm that provides retirement income planning, insurance planning and wealth management services.