12 Top Financial Services Startups and Companies in Kelowna

September 8, 2021

This article showcases our top picks for the best Kelowna 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 Kelowna Financial Services Startups

Data sourced from Crunchbase and SemRush.

Credit Elephant

Credit Elephant

Crunchbase Website Twitter Facebook Linkedin

Fintech company in the credit industry. They help people with bad credit – without putting them further into debt.

Refresh Financial

Refresh Financial

Crunchbase Website Twitter Facebook Linkedin

Refresh Financial provides financial tools that help underserved Canadians gain long-term access to affordable forms of credit.

Refresh Financial

Interior Savings

Crunchbase Website Twitter Facebook Linkedin

Interior Savings is a banking insurance company located in Kelowna.

Refresh Financial

Dynamic Capital Equipment Finance

Crunchbase Website Twitter Facebook Linkedin

Dynamic Capital Equipment Finance is a financial services finance company located in Kelowna.

Refresh Financial

Ric Lazare – Mortgage Broker Kelowna

Crunchbase Website Twitter Facebook Linkedin

Hi, I’m Ric Lazare, I’m a licensed mortgage broker and an independent insurance and investment advisor.

Refresh Financial

Venue Financial Centres

Crunchbase Website Twitter Facebook Linkedin

Venue Financial Centres is a financial services company located in Kelowna.

Refresh Financial

Rampone-Marsh Mortgages

Crunchbase Website Twitter Facebook Linkedin

Mortgage Brokers, Mortgage Adviser, Mortgage Lender

Refresh Financial

The Mortgage Centre – BC Direct Mortgages

Crunchbase Website Twitter Facebook Linkedin

Accredited mortgage specialists in Kelowna, providing the lowest rates in BC.

Refresh Financial

Kgh Foundation

Crunchbase Website Twitter Facebook Linkedin

Kgh Foundation is a funding platform hedge funds company located in Kelowna.

Refresh Financial

Canada Leads

Crunchbase Website Twitter Facebook Linkedin

Canada Leads is a Financial Services based company.

Refresh Financial

Thom & Associates

Crunchbase Website Twitter Facebook Linkedin

Thom & Associates is a retirement financial services company located in Kelowna.

Refresh Financial

Your Family Mortgage

Crunchbase Website Twitter Facebook Linkedin

Your Family Mortgage is a loan service providing company.

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