17 Top Wealth Management Startups and Companies in British Columbia

This article showcases our top picks for the best British Columbia 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

[adace-ad id=”7108″]

Top British Columbia Wealth Management Startups

Data sourced from Crunchbase and SemRush.

REITIUM

Crunchbase Website Twitter Facebook Linkedin

REITIUM is a blockchain real estate marketplace that allows anyone become a real estate investor for as little as $100.

Agreement Express

Crunchbase Website Twitter Facebook Linkedin

SaaS platform that automates the client onboarding process for financial services firms.

Responsive

Crunchbase Website Twitter Facebook Linkedin

The enterprise hybrid wealth management solution for service excellence and actionable insights.

ANZ Bank

Crunchbase Website Twitter Facebook Linkedin

Amongst Australia’s “Big 4” Banks

Nicola Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.

RiskMetrics

Crunchbase Website Twitter Facebook Linkedin

RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.

BlueShore Financial Credit Union

Crunchbase Website Twitter Facebook Linkedin

BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance.

Equifaira Partners

Crunchbase Website Twitter Facebook Linkedin

Equifaira Partners is a management consulting company that provides consulting services.

Promerita Group

Crunchbase Website Twitter Facebook Linkedin

Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.

Cv Trustco

Crunchbase Website Twitter Facebook Linkedin

Cv Trustco is a financial services fintech company located in Vancouver.

AssetPlus Financial Services

Crunchbase Website Twitter Facebook Linkedin

AssetPlus Financial Services offers insurances, wealth management, financial planning and financial services.

Covenant Family Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Covenant Family Wealth Advisors is a wealth management company located in Langley.

Delphi Advisers

Crunchbase Website Twitter Facebook Linkedin

Delphi Advisers offers wealth management, investment management, business advisory, legacy planning and retirement planning services.

ClearWealth Advisors

Crunchbase Website Twitter Facebook Linkedin

ClearWealth Advisors provides medical-financial planning and wealth management services for doctors.

First Nations Finance Authority

Crunchbase Website Twitter Facebook Linkedin

First Nations Finance Authority provides investment and capital planning advisory services.

TFP Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.

Thom & Associates

Crunchbase Website Twitter Facebook Linkedin

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