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