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
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
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.
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.
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.
Promerita Group
Crunchbase Website Twitter Facebook Linkedin
Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.
Cv Trustco
Crunchbase Website Twitter Facebook Linkedin
Cv Trustco is a financial services fintech company located in Vancouver.
First Pacific Financial
Crunchbase Website Twitter Facebook Linkedin
First Pacific Financial provides investment management along with retirement planning services.
Laurus Wealth Management
Crunchbase Website Twitter Facebook Linkedin
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
Crunchbase Website Twitter Facebook Linkedin
Sustainable Wealth Management provides securities and investment advisory services.
Northwest Accounting & Tax Service
Crunchbase Website Twitter Facebook Linkedin
Northwest Accounting & Tax Service concentrates on accounting, payroll, taxation along with a range of financial services.
TFP Investment Counsel
Crunchbase Website Twitter Facebook Linkedin
TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.
Martel Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Martel Wealth Advisors offers financial planning and investment management services to individual investors and business owners.
Harlow Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Harlow Wealth Management is an advisory firm that provides retirement income planning, insurance planning and wealth management services.
