This article showcases our top picks for the best Waterloo, Ontario 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 Waterloo, Ontario Financial Services Startups
Data sourced from Crunchbase and SemRush.
Garage Capital
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Garage Capital is an investment fund focusing on early-stage companies in the Waterloo area.
Periculum
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Periculum is an alternate credit assessment solution for underserved markets.
Lean Payments
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Lean Payments empowers Canadian SMEs to succeed in the global economy by simplifying International cash flow management
ChangeIt
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A technology based start-up that provides an innovative approach to charitable giving.
TaxPrep
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TaxPrep providing small businesses with bookkeeping and tax preparation in real time by AI.
Thread
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Thread connects dealers in finding the right lenders by allowing pre-made responses and negotiations.
Emerging Star Investment Group
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Emerging Star Investment Group is focused on investment research and publishing based on specific Canadian and emerging market investments.
Baker Tilly Canada
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Baker Tilly Canada provides a full complement of financial services across every major industry sector.
Economical Insurance
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Economical Insurance is one of Canada’s largest insurers, serving customers from coast to coast with a range of car insurance
ManuLife Bank
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ManuLife Bank is a federally regulated bank that offers banking, financial and investment services.
RDM Corporation
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RDM Corporation is a provider of specialized hardware and software solutions in the electronic payment industry.
Equitable Life of Canada
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Equitable Life of Canada is an Individual Life and Health insurance services company located in Waterloo.
Betterworth
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Betterworth is a cognitive AI platform for the financial services industry
FaithLife Financial
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FaithLife Financial provides insurance and investment solutions.
Laurier Student Investment Fund
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Laurier Student Investment Fund is an angel investment company located in Waterloo.
Canadian MoneySaver
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Canadian MoneySaver is an acclaimed investment advisory with a recognized reputation for providing a trustworthy and down-to-earth service.
Sentry Group
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Sentry Group Motivating Success is a financial services data integration company located in Waterloo.
Kudsia Leith Sanchez
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Kudsia Leith Sanchez is a financial services company located in Waterloo.
Blair Financial Services
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Blair Financial Services specializes in investment preparation, retirement planning, benefits consulting and financial management solutions.
Ogilvie Daugherty Financial Services
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Ogilvie Financial Services Inc. offers financial services that includes financial planning and business profit solutions.