101 Top Financial Services Startups and Companies in Calgary (2021)

July 9, 2021
by

This article showcases our top picks for the best Calgary 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

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Top Calgary Financial Services Startups

Data sourced from Crunchbase and SemRush.

Neo Financial

Neo Financial

Crunchbase Website Twitter Facebook Linkedin

Neo Financial is a FinTech company that provides spending, savings, and rewards programs.

Symend

Symend

Crunchbase Website Twitter Facebook Linkedin

Symend’s digital engagement platform uses behavioral science and data-driven insights to empower customers to resolve past due bills.

Symend

Meridian Credit Union

Crunchbase Website Twitter Facebook Linkedin

Meridian Credit Union is the credit union and the third largest in Canada.

Symend

Alaris Equity Partners

Crunchbase Website Twitter Facebook Linkedin

Alaris Royalty provides alternative financial services, such as long-term equity capital, for private businesses in North America.

Symend

ZayZoon

Crunchbase Website Twitter Facebook Linkedin

ZayZoon gives employees access to their paycheck at any point in the pay cycle.

Symend

NDAX

Crunchbase Website Twitter Facebook Linkedin

NDAX is a Canadian cryptocurrency exchange offering a world-class experience to safely trade digital assets.

Symend

vogogo

Crunchbase Website Twitter Facebook Linkedin

Vogogo is a web application that provides paperless invoicing with online payment services.

Symend

National Bank of Canada

Crunchbase Website Twitter Facebook Linkedin

National Bank of Canada is a bank to provide financial services to consumers and businesses.

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PayShepherd

Crunchbase Website Twitter Facebook Linkedin

PayShepherd is a fintech platform that helps you manage your contractor billing.

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Accelerate Financial Technologies

Crunchbase Website Twitter Facebook Linkedin

Accelerate Financial Technologies develops a suite of exchange-traded hedge funds and alternative strategies.

Symend

Houski

Crunchbase Website Twitter Facebook Linkedin

Push button, get mortgage for Canadians

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Helcim Inc.

Crunchbase Website Twitter Facebook Linkedin

Helcim makes it easier for businesses to accept debit and credit cards.

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Solium

Crunchbase Website Twitter Facebook Linkedin

Solium is a provider of web-based stock plan administration technology and services.

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Intelfolio

Crunchbase Website Twitter Facebook Linkedin

Intelfolio is a cloud-based anonymous financial bench marking tool.

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Shareworks by Morgan Stanley

Crunchbase Website Twitter Facebook Linkedin

Shareworks by Morgan Stanley is all in one platform for participants,administration and financial reporting.

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Celero

Crunchbase Website Twitter Facebook Linkedin

Celero Delivering reliable, innovative and cost-effective financial technology solutions.

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Longbow Capital

Crunchbase Website Twitter Facebook Linkedin

Longbow Capital is a private equity investment management company that invests in the energy and technology sector.

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Flahmingo

Crunchbase Website Twitter Facebook Linkedin

Flahmingo is an investment app for retail investors to begin investing commission-free using fractional shares starting at $1.

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OneVest

Crunchbase Website Twitter Facebook Linkedin

OneVest is a FinTech company reinventing wealth & investment management.

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AltruWisdom

Crunchbase Website Twitter Facebook Linkedin

AltruWisdom is a subscription-based platform with knowledge and tools to make Canadians financially resilient.

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Acumen Capital Finance Partners

Crunchbase Website Twitter Facebook Linkedin

Acumen Capital Finance Partners is an investment firm providing wealth management, sales, retail brokerage, and research services.

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Ownest Financial

Crunchbase Website Twitter Facebook Linkedin

Ownest Financial is a innovative provider of autonomous financing software.

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Lendingarch

Crunchbase Website Twitter Facebook Linkedin

Lendingarch is a finance company that offers, personal loans, insurance, car loans and credit cards.

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Link Investment Management

Crunchbase Website Twitter Facebook Linkedin

Link promotes financial wellness in the workplace, with innovative, cloud-based plans for small and midsized businesses.

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FirstEnergy Capital

Crunchbase Website Twitter Facebook Linkedin

FirstEnergy Capital is an energy specialist investment bank.

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Bull Bitcoin

Crunchbase Website Twitter Facebook Linkedin

Bull Bitcoin provides bitcoin services for users in Canada.

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Founders Advantage Capital

Crunchbase Website Twitter Facebook Linkedin

FA Capital is listed on the TSX Venture Exchange under the symbol “FCF” and employs a passive and permanent investment approach.

Symend

Finmo

Crunchbase Website Twitter Facebook Linkedin

Finmo helps mortgage professionals offer their clients a truly digital experience.

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Catalyx

Crunchbase Website Twitter Facebook Linkedin

Catalyx provides a blockchain trading platform for virtual currencies and digital assets.

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H & R Block Canada

Crunchbase Website Twitter Facebook Linkedin

H & R Block Canada offers income tax preparation, tax returns, filing, and advisory services in Canada.

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DCBank

Crunchbase Website Twitter Facebook Linkedin

DCBank operates as a chartered bank.

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Waterous Energy Fund

Crunchbase Website Twitter Facebook Linkedin

Waterous Energy Fund is a private equity firm specializing in oil and gas investments.

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Trigger

Crunchbase Website Twitter Facebook Linkedin

Award-winning marketing and financial communications

Symend

DirectCash Payments

Crunchbase Website Twitter Facebook Linkedin

DirectCash Payments is one of the ATM services providers.

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Connect First Credit Union

Crunchbase Website Twitter Facebook Linkedin

Connect First Credit Union is a financial services fintech company located in Calgary.

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Simplicity

Crunchbase Website Twitter Facebook Linkedin

Simplicity is a private mortgage application platform for both the broker and the borrower.

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Altacorp Capital

Crunchbase Website Twitter Facebook Linkedin

AltaCorp Capital is an investment banking company.

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DealPoint Capital

Crunchbase Website Twitter Facebook Linkedin

The private capital markets platform to digitize and automate investor on-boarding and investment execution.

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Cavirtex

Crunchbase Website Twitter Facebook Linkedin

Cavirtex is a Canadian bitcoin exchange platform.

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Rafflebox

Crunchbase Website Twitter Facebook Linkedin

Rafflebox is a platform that helps non-profits companies to raise funds online.

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Odyssey Trust Company

Crunchbase Website Twitter Facebook Linkedin

Odyssey Trust Company is a financial services company located in Calgary.

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Clarity.ca Inc

Crunchbase Website Twitter Facebook Linkedin

Clarity.ca Inc. (Clarity) is a web-based business solutions provider specializing in the healthcare and financial services sectors.

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FBC

Crunchbase Website Twitter Facebook Linkedin

FBC provides income tax and estate planning services that help Canadian farmers and other rural small business owners.

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Integrity Technology Solutions

Crunchbase Website Twitter Facebook Linkedin

Integrity Technology Solutions (ITS) develops technology to build trust for transactions.

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True North Mortgage

Crunchbase Website Twitter Facebook Linkedin

True North Mortgage provides unified service in-person, online or on the phone.

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eCloudATM

Crunchbase Website Twitter Facebook Linkedin

eCloudATM is a P2P fintech platform for sending and receiving money in local currencies using a computer & smartphone.

Symend

Chroma Technologies

Crunchbase Website Twitter Facebook Linkedin

Chroma Technologies provides financial technology and property solutions to enhance the rental experiences.

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Stocktrades Ltd

Crunchbase Website Twitter Facebook Linkedin

Canadian financial website that provides investing information and top stock picks for beginners

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Leede Jones Gable

Crunchbase Website Twitter Facebook Linkedin

Leede Jones Gable is a finance impact investing company located in Calgary.

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AVAC Group

Crunchbase Website Twitter Facebook Linkedin

AVAC Group is a company that provides multi-stage venture capital financing support.

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GiraffePlan

Crunchbase Website Twitter Facebook Linkedin

GiraffePlan is a fintech startup that offers tools and helps consumers find competitive banking, mortgage, credit card and loan rates.

Symend

Yr Plans

Crunchbase Website Twitter Facebook Linkedin

Yr Plans is a developer of a financial platform that offers financial plans for employees.

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Frame Financial

Crunchbase Website Twitter Facebook Linkedin

Frame Financial offers free automated online financial planning service that empowers Canadians to make better decisions with their money.

Symend

Encompass Credit Union Ltd.

Crunchbase Website Twitter Facebook Linkedin

Encompass Credit Union is a solid financial institution with approximately 9,000 members, and 80 employees serving 7 locations.

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Pinnacle Wealth Brokers

Crunchbase Website Twitter Facebook Linkedin

Pinnacle Wealth Brokers is a financial service company that engages in corporate finance, insurance, portfolio strategy and investments.

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Inviva

Crunchbase Website Twitter Facebook Linkedin

Inviva offers life insurance and annuity products in the United States.

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The A100

Crunchbase Website Twitter Facebook Linkedin

The A100 is peer community of seasoned tech founders and entrepreneurs that supports the next generation of Alberta’s tech entrepreneurs.

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QuickEstate

Crunchbase Website Twitter Facebook Linkedin

QuickEstate is a software application that assist financial advisors and clients with estate organization and settlement.

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SANDSTONE Asset Management Inc

Crunchbase Website Twitter Facebook Linkedin

SANDSTONE – Calgary based firm offering global discretionary investment management to private individuals, foundations, and family trusts.

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Greatway Financial

Crunchbase Website Twitter Facebook Linkedin

Greatway Financial is a financial services real estate company located in Calgary.

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The 51 Ventures

Crunchbase Website Twitter Facebook Linkedin

The51 is a financial feminist platform that aims to build mutual wealth and social impact.

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Century Services

Crunchbase Website Twitter Facebook Linkedin

Century Services is a financial services fintech company located in Calgary.

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Tykera

Crunchbase Website Twitter Facebook Linkedin

Tykera provides growth capital for amateur sports organizations by using enrollment fees as security.

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Olympia Trust Company

Crunchbase Website Twitter Facebook Linkedin

Olympia Trust Company is a financial services company located in Calgary.

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Windmill Microlending

Crunchbase Website Twitter Facebook Linkedin

Windmill Microlending is a charity that offers loans to help immigrants and refugees restart their careers in Canada.

Symend

Foresight Financial

Crunchbase Website Twitter Facebook Linkedin

Foresight Financial is a financial service provider company.

Symend

SheStock Inc.

Crunchbase Website Twitter Facebook Linkedin

A female-focused investment community and online platform.

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Oro Services

Crunchbase Website Twitter Facebook Linkedin

Oro Services improves the way people use remittance to support families while working abroad.

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Calgary Social Value Fund

Crunchbase Website Twitter Facebook Linkedin

Calgary Social Value Fund is a student-led investment fund that supports local Calgary-based social purpose organizations.

Symend

Accelerate Fund

Crunchbase Website Twitter Facebook Linkedin

Accelerate Fund represents a partnership of organizations to share their collective expertise and capital to help.

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Olympia Financial Group

Crunchbase Website Twitter Facebook Linkedin

Olympia Financial Group is a company dedicated to building technological solutions for the exempt market and financial services industry.

Symend

Kng Capital

Crunchbase Website Twitter Facebook Linkedin

KNG Capital is a Venture Capital & Private Equity company located in Calgary.

Symend

Exhibition Capital

Crunchbase Website Twitter Facebook Linkedin

A Calgary based private equity firm that invests in technologically advanced businesses.

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Wealthco.

Crunchbase Website Twitter Facebook Linkedin

Wealthco is a financial services wealth and management company located in Calgary.

Symend

Capitalnow

Crunchbase Website Twitter Facebook Linkedin

Capitalnow is a financial services company located in Calgary.

Symend

Exempt Edge

Crunchbase Website Twitter Facebook Linkedin

Exempt Edge is a financial services company located in Calgary.

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Exceedia Consulting

Crunchbase Website Twitter Facebook Linkedin

Exceedia Consulting is a financial services consulting company located in Calgary.

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SPS Fintech

Crunchbase Website Twitter Facebook Linkedin

SPS fintech is one-stop-shop software solution for all your financing, insurance and home purchasing needs.

Symend

Blink Lending

Crunchbase Website Twitter Facebook Linkedin

Online Brokerage, SaaS

Symend

Investor Labs

Crunchbase Website Twitter Facebook Linkedin

Investor Labs provides software design, engineering, and financial services.

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Alta West Capital

Crunchbase Website Twitter Facebook Linkedin

Alta West Capital is a financial exchanges financial services company located in Calgary.

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InsureMy

Crunchbase Website Twitter Facebook Linkedin

InsureMy is a Canadian based Insurance brokerage offering Personal & Commercial products.

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Auspice Capital

Crunchbase Website Twitter Facebook Linkedin

Auspice focuses on applying rules-based investment strategies across a broad range of financial and commodity markets.

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Stride Capital Corp

Crunchbase Website Twitter Facebook Linkedin

Stride Capital Corp is a financial services company located in Calgary.

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Sunesis

Crunchbase Website Twitter Facebook Linkedin

Sunesis focuses on enterprise risk management, accounting, audit management and financial services.

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Gallagher

Crunchbase Website Twitter Facebook Linkedin

Gallagher is the largest insurance,risk management and benefits consulting firms.

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Credit Union Central Alberta

Crunchbase Website Twitter Facebook Linkedin

Credit Union Central Alberta is a financial institutions that offer a variety of products and services with one big difference.

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Prairie Merchant Corporation

Crunchbase Website Twitter Facebook Linkedin

Prairie Merchant Corporation provides investment banking services.

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Coinage

Crunchbase Website Twitter Facebook Linkedin

Coinage provides financial services for cryptocurrency investors.

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ÆVUS Venture Partners

Crunchbase Website Twitter Facebook Linkedin

ÆVUS Venture Partners specializes in investment management and corporate development advisory services.

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Finch Financial

Crunchbase Website Twitter Facebook Linkedin

Finch Financial help people take control of their financial story through educational and contextual tools.

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Brisco Capital

Crunchbase Website Twitter Facebook Linkedin

An Investor Relations consultancy that acts as a bridge of communication between public equities and the investment community.

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Gbl

Crunchbase Website Twitter Facebook Linkedin

Gbl is specialize for retirement planning, taxation and actuarial knowledge and a portfolio of business financial solutions.

Symend

Macmillan Estate Planning

Crunchbase Website Twitter Facebook Linkedin

Macmillan Estate Planning is a finance fintech company located in Calgary.

Symend

Superior Lodging Corp

Crunchbase Website Twitter Facebook Linkedin

Superior Lodging Corp. is a privately owned, Calgary-based hotel development and investment company.

Symend

First Calgary Financial

Crunchbase Website Twitter Facebook Linkedin

First Calgary Financial is a financial services company located in Calgary.

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El Fresko Technologies

Crunchbase Website Twitter Facebook Linkedin

Long-Term Storage & Compliance Archiving

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First Foundation

Crunchbase Website Twitter Facebook Linkedin

First Foundation is an independent Alberta mortgage brokerage. Contact us to help you secure the best mortgage rates.

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Besure

Crunchbase Website Twitter Facebook Linkedin

Besure provides insurance and risk management services.

Symend

SharkIndicators

Crunchbase Website Twitter Facebook Linkedin

SharkIndicators is a developer of automated forex & equities trading tools.

Symend

A-WIN Insurance

Crunchbase Website Twitter Facebook Linkedin

A-WIN Insurance is a digital insurance brokerage providing Home, Car, and Business Insurance at a competitive and affordable price.

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