Mark Dunn
This article showcases our top picks for the best Alberta based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services 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 Alberta Financial Services Startups
Data sourced from Crunchbase and SemRush.
Symend
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Symend’s digital engagement platform uses behavioral science and data-driven insights to empower customers to resolve past due bills.
Flahmingo
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Flahmingo is an investment app for retail investors to begin investing commission-free using fractional shares starting at $1.
Neo Financial
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Neo Financial is a FinTech company that provides spending, savings, and rewards programs.
ZayZoon
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ZayZoon gives employees access to their paycheck at any point in the pay cycle.
Meridian Credit Union
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Meridian Credit Union is the credit union and the third largest in Canada.
vogogo
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Vogogo is a web application that provides paperless invoicing with online payment services.
SCM Insurance
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SCM Insurance offers a suite of comprehensive insurance solutions.
Alaris Equity Partners
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Alaris Royalty provides alternative financial services, such as long-term equity capital, for private businesses in North America.
National Bank of Canada
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National Bank of Canada is a bank to provide financial services to consumers and businesses.
PayShepherd
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PayShepherd is a fintech platform that helps you manage your contractor billing.
Link Investment Management
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Link promotes financial wellness in the workplace, with innovative, cloud-based plans for small and midsized businesses.
Catalyx
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Catalyx provides a blockchain trading platform for virtual currencies and digital assets.
Mitre Media Corp.
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Mitre Media operates a suite of targeted online financial media properties including ETFdb.com, Dividend.com and MutualFunds.com
Accelerate Financial Technologies
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Accelerate Financial Technologies develops a suite of exchange-traded hedge funds and alternative strategies.
Integrity Technology Solutions
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Integrity Technology Solutions (ITS) develops technology to build trust for transactions.
Chroma Technologies
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Chroma Technologies provides financial technology and property solutions to enhance the rental experiences.
Yr Plans
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Yr Plans is a developer of a financial platform that offers financial plans for employees.
KB Forex
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KB Forex is an investment Hedge Fund system using artificial intelligence algorithms that only trade 1% to 2% of the capital pool.
District Ventures Capital
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District Ventures Capital is a venture capital firm that invests in food & beverage with health & wellness sectors.
Magnetic North Acquisition
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Magnetic North is an investment firm that focuses on applying capital and management excellence to monetize existing wealth and benefit.
Intelfolio
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Intelfolio is a cloud-based anonymous financial bench marking tool.
Oro Services
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Oro Services improves the way people use remittance to support families while working abroad.
Dryrun
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Dryrun is a cash flow management tool that pairs automation of intelligent financial forecasts with scenario planning and modelling.
Helcim Inc.
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Helcim makes it easier for businesses to accept debit and credit cards.
GiraffePlan
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GiraffePlan is a fintech startup that offers tools and helps consumers find competitive banking, mortgage, credit card and loan rates.
ATB Financial
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ATB Financial is a banking and financial institution that provides financial services, wealth management and investments.
Shareworks by Morgan Stanley
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Shareworks by Morgan Stanley is all in one platform for participants,administration and financial reporting.
Celero
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Celero Delivering reliable, innovative and cost-effective financial technology solutions.
Valhalla Angels
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Valhalla Angels is an investor only membership group committed to supporting the startup ecosystem through early stage angel investing.
Accelerate Fund
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Accelerate Fund represents a partnership of organizations to share their collective expertise and capital to help.
OneVest
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OneVest is a FinTech company reinventing wealth & investment management.
ActionTax.ca
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Taking Action for You! ActionTax is a leading Canadian tax preparation, accounting and tax law specialist.
Sprout Fund LP
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Sprout Fund is an Alberta-backed Micro-VC focused on investing in early-stage ICT companies.
FIRMA Foreign Exchange
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FIRMA helps businesses grow globally by managing the movement of your company’s money across borders.
AltruWisdom
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AltruWisdom is a subscription-based platform with knowledge and tools to make Canadians financially resilient.
Carfinco Financial Group
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Carfinco Financial Group Inc. provides vehicle financing to consumers who are not able to obtain it from more traditional lending sources.
FirstEnergy Capital
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FirstEnergy Capital is an investment bank focused on the energy sector.
Surex
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Surex is a Canadian online insurance brokerage firm that helps to get a quote, compare and buy insurance online.
Leede Jones Gable
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Leede Jones Gable is a finance impact investing company located in Calgary.
DirectCash Payments
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DirectCash Payments is one of the ATM services providers.
Ownest Financial
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Ownest Financial is a innovative provider of autonomous financing software.
Western Financial Group
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Western Financial Group (Western) is a diversified insurance company serving more than 800,000 customers across Western Canada.
True North Mortgage
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True North Mortgage provides unified service in-person, online or on the phone.
The 51 Ventures
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The51 is a financial feminist platform that aims to build mutual wealth and social impact.
Lendingarch
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Lendingarch is a finance company that offers, personal loans, insurance, car loans and credit cards.
Tetra Trust
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Tetra Trust offers advanced solution for the safe, accessible storage of digital assets.
Servus Credit Union
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Servus Credit Union is a Financial service company.
Waterous Energy Fund
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Waterous Energy Fund is a private equity firm specializing in oil and gas investments.
Connect First Credit Union
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Connect First Credit Union is a financial services fintech company located in Calgary.
Cavirtex
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Cavirtex is a Canadian bitcoin exchange platform.
Simplicity
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Simplicity is a private mortgage application platform for both the broker and the borrower.
Finmo
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Finmo offers digital mortgage platform which helps mortgage professionals offer clients a digital experience like advanced application.
AIMCo
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AIMCo specializes in investment fund management, pension, endowment and government funds.
Canadian Western Bank
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Canadian Western Bank offers a full range of business and personal banking services.
Greatway Financial
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Greatway Financial is a financial services real estate company located in Calgary.
DealPoint Capital
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DealPoint Capital is a private capital markets platform to digitize and automate investor on-boarding and investment execution.
Acumen Capital Finance Partners
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Acumen Capital Finance Partners is an investment firm providing wealth management, sales, retail brokerage, and research services.
ATB Capital Markets
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ATB Capital Markets is an investment banking company.
ThirdStream
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ThirdStream is a Canada’s leading provider of onboarding software for the financial services industry,
Rifco
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Rifco National Auto Finance has been providing Canadians with non-prime auto financing options since 2002.
Founders Advantage Capital
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FA Capital is listed on the TSX Venture Exchange under the symbol “FCF” and employs a passive and permanent investment approach.
Quantifi
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Quantifi develops software for helps companies better assess and manage consumer credit risk.
Go Insurance
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Go Insurance provide comprehensive insurance solutions to residents & companies Auto, home, travel, recreational, and commercial coverage.
Windmill Microlending
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Windmill Microlending is a charity that offers loans to help immigrants and refugees restart their careers in Canada.
Emissions Reduction Alberta (ERA)
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Emissions Reduction Alberta (ERA) is a non profit organisation that invests in environmental and cleantech companies
Rafflebox
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Rafflebox is a platform that helps non-profits companies to raise funds online.
Sandstone Asset Management
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Sandstone Asset Management is a firm that offers global discretionary investment management to private individuals, and family trusts.
Grafton Asset Management
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Grafton Asset Management is an energy sector investment manager and asset management firm.
Longbow Capital
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Longbow Capital is a private equity investment management company that invests in the energy and technology sector.
H & R Block Canada
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H & R Block Canada offers income tax preparation, tax returns, filing, and advisory services in Canada.
Canada ICI Capital
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Canada ICI Capital is a commercial real estate finance firm that specializes in commercial mortgage financing.
LGM Financial Services Inc.
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LGM Financial Services is a supplier of branded warranty, finance & insurance products for distinguished Canadian automotive manufacturers.
Century Services
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Century Services is a financial services fintech company located in Calgary.
SGI Canada
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SGI Canada provides protection and insurance products to individuals, businesses and industries.
Triple Five Group
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Triple Five Group is a conglomerate based
Benchmark Mortgages Inc
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BENCHMARK is an agency based in Edmonton helping with financial and insurance needs with thoughtful solutions.
Trigger
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Award-winning marketing and financial communications
Odyssey Trust Company
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Odyssey Trust Company is a financial services company located in Calgary.
Prairie Merchant Corporation
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Prairie Merchant Corporation provides investment banking services.
Lakeland Credit Union
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Lakeland Credit Union offers loans, financial planning, estate planning, and credential asset management services.
FBC
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FBC provides income tax and estate planning services that help Canadian farmers and other rural small business owners.
Stride Capital Corp
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Stride Capital Corp is a financial services company located in Calgary.
Nuvero
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Nuvero is a boutique tax advisory firm that offers tax and accounting services.
Encompass Credit Union
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Encompass Credit Union is a solid financial institution with approximately 9,000 members, and 80 employees serving 7 locations.
General Bank of Canada
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General Bank of Canada offers savings instruments and automobile loans.
Inviva
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Inviva offers life insurance and annuity products in the United States.
1st Choice Savings
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1st Choice Savings provides mortgages, credit cards, loans and commercial leasing services for businesses and individuals.
Pivotal Capital Advisory Group
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Pivotal Capital Advisory Group renders financing advisory services and capital raising advice & execution for business strategy development.
4 Pillars
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4 Pillars Victoria is renowned as consulting group in Canada.
CWB Financial Group
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CWB Financial Group is a diversified financial services organization known for a highly proactive client experience serving businesses
Mountain View Benefits
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Mountain View Benefits is an insurance broker located in Calgary.
Peace Hills Trust
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Peace Hills Trust offers commercial and retail banking services.
MoneyTangle
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MoneyTangle is a financial services company which provides a convenient bank-to-bank transfer service that is safe and fast.
Sentry Payments
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Sentry Payments provides online payment services to both low risk or mainstream and high risk businesses .
Lloyd Sadd
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Lloyd Sadd provides risk management and insurance services to mid to large businesses.
QuickEstate
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QuickEstate is a software application that assist financial advisors and clients with estate organization and settlement.
The A100
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The A100 is peer community of seasoned tech founders and entrepreneurs that supports the next generation of Alberta’s tech entrepreneurs.
Christian Credit Union
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Christian Credit Union is a financial services fintech company located in Edmonton.
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