This article showcases our top picks for the best Alberta 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 Alberta Wealth Management Startups
Data sourced from Crunchbase and SemRush.
LawDepot
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LawDepot is the most advanced publisher of do-it-yourself legal documents.
Century Services
Crunchbase Website Twitter Facebook Linkedin
Century Services is a financial services fintech company located in Calgary.
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.
SmartBe Investments
Crunchbase Website Twitter Facebook Linkedin
SmartBee Investments is a financial management firm that provides investment strategies, quantitative fund & wealth management services.
Kinsted Wealth
Crunchbase Website Twitter Facebook Linkedin
Kinsted Wealth is a financial advisory and wealth management firm.
Catalyst
Crunchbase Website Twitter Facebook Linkedin
Catalyst specializes in providing financial services including accounting, taxation advisory, wealth management and business development.
Invico Capital
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Invico Capital is an investment fund management company that provides a variety of alternative investing and financing solutions.
Wealthco.
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Wealthco is a financial services wealth and management company located in Calgary.
Zelos Capital
Crunchbase Website Twitter Facebook Linkedin
Zelos Capital specializes in providing wealth management, investment strategies, corporate advisory and financial services.
Sagium
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Sagium provides wealth, health, and estate management services.
Grant Thornton Canada
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Grant Thornton Canada is a financial services fintech company located in Calgary.
Midnight Sun Financial
Crunchbase Website Twitter Facebook Linkedin
Midnight Sun Financial is involved in investments and trading in Forex markets along with innovative derivatives and securities.
Peterson Capital
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Peterson Capital offers corporate communication, capital market advisory and merchant banking services to help release the power of retail.
Norrep Capital Management
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Norrep Capital Management provides Canadians with an independent choice for their investments.
Raintree Wealth Management
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Raintree Wealth Management specializes in portfolio management and wealth management services.
Hein Financial Group
Crunchbase Website Twitter Facebook Linkedin
Hein Financial Group is a financial institution that offers financial, retirement, and estate planning.
Richmond Advisory Services
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Richmond Advisory Services provides residential and commercial property management services across Canada.
The Tower Group
Crunchbase Website Twitter Facebook Linkedin
The Tower Group have been at the forefront of providing superior career services to Job Seekers and its clients.
Mclean & Partners Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Mclean & Partners Wealth Management is a highly dedicated financial professionals a investing and client service.