This article showcases our top picks for the best Ontario 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 Ontario 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.
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.
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.
Aviso Wealth
Crunchbase Website Twitter Facebook Linkedin
Aviso Wealth is a national financial services company
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.
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.
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.
Edgepoint Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Edgepoint Wealth Management is a financial services fintech company located in Toronto.
HollisWealth
Crunchbase Website Twitter Facebook Linkedin
HollisWealth provides diversified investment and wealth management services.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Worldsource Securities
Crunchbase Website Twitter Facebook Linkedin
Worldsource Securities is a financial services fintech company located in Markham.
Liberty Capital Advisors
Crunchbase Website Twitter Facebook Linkedin
Liberty Capital Advisors offers a range of commercial mortgage products, portfolio management and investment advisory services.
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.
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.
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.
Bridgeport Asset Management
Crunchbase Website Twitter Facebook Linkedin
Bridgeport Asset Management is a financial services asset management company located in Toronto.
The Raelipskie Partnership
Crunchbase Website Twitter Facebook Linkedin
The Raelipskie Partnership is a customer-first and community-based approach to everything.
Scotia Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Scotia Wealth Management provides financial planning, private banking, insurance, trust services, and business & family advisory.
Sharp Asset Management
Crunchbase Website Twitter Facebook Linkedin
Sharp Asset Management specializes in investment management, financial planning, and consulting services.
KPM Enterprises
Crunchbase Website Twitter Facebook Linkedin
KPM is a financial management company providing cost re-engineering, cash management, and process optimization services.
Lee-Power & Associates
Crunchbase Website Twitter Facebook Linkedin
Lee-Power & Associates assists firms with group benefits, retirement, claims administration and other financial services.
Watermark Stone Wealth
Crunchbase Website Twitter Facebook Linkedin
Watermark Stone Wealth specializes in financial planning, estate planning, wealth management, and portfolio management services.
Sprung Investment Management
Crunchbase Website Twitter Facebook Linkedin
Sprung Investment Management is a company that specializes in portfolio management, investment, wealth preservation and advisory services.
Starview Financial Advisors
Crunchbase Website Twitter Facebook Linkedin
Starview Financial Advisors is a financial services company located in Mono.
NIAD Systems
Crunchbase Website Twitter Facebook Linkedin
NIAD Systems is a new issue management platform.
Neoxera
Crunchbase Website Twitter Facebook Linkedin
NeoXera is an investment management firm that provides hedge funds, financial markets trading, equities and business advisory services.
De Thomas Wealth Management
Crunchbase Website Twitter Facebook Linkedin
De Thomas Wealth Management is a wealth management company located in Richmond Hill.
Optimize Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Optimize Wealth Management offers wealth management, investment management, will estate and planning, and insurance services.
Barry Johnson Financial Group
Crunchbase Website Twitter Facebook Linkedin
Barry Johnson Financial Group offers business insurance, retirement planning, employee health benefits and wealth accumulation services.
Cornwall Wealth Management Group
Crunchbase Website Twitter Facebook Linkedin
Cornwall Wealth Management Group is a retirement wealth management company located in Oakville.
Moore Wrinn Financial Group
Crunchbase Website Twitter Facebook Linkedin
Moore Wrinn Financial Group is a wealth management company located in Ottawa.
HollisWealth Newmarket
Crunchbase Website Twitter Facebook Linkedin
HollisWealth Newmarket is a wealth management firm that offers financial advisory services.
Genbridge
Crunchbase Website Twitter Facebook Linkedin
Genbridge provides wealth management, professional consulting and financial planning services to individuals and families.
Advize
Crunchbase Website Twitter Facebook Linkedin
Advize offers a wide range of personalized tax and company solutions for both individuals and companies.
RocheBanyan
Crunchbase Website Twitter Facebook Linkedin
RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer-sponsored pension plan.
Bellwether Investment
Crunchbase Website Twitter Facebook Linkedin
Bellwether Investment provides investment management and wealth management services.
Community First
Crunchbase Website Twitter Facebook Linkedin
Community First provides banking, mortgages, lending, saving & investing, and wealth management services.