38 Top Wealth Management Startups and Companies in Toronto (2021)

This article showcases our top picks for the best Toronto 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

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Top Toronto Wealth Management Startups

Data sourced from Crunchbase and SemRush.

Planswell

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Planswell is on a mission to provide the world’s most actionable financial planning experience to everyone, for free.

Nest Wealth

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Nest Wealth is Canada’s first SaaS-based digital wealth management platform.

Boosted.ai

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Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry.

d1g1t Inc.

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d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services.

Emperor Investments

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Emperor Platform provides the technologies that power the modern financial advisor.

Traden, Inc.

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Traden combines interactive user generated educational content and a social community of trading teams to create the world’s first social tr

NexJ Systems

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NexJ Systems develops cloud-based software to provide CRM solutions for the financial services, insurance and healthcare industries.

Echelon Wealth Partners

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Echelon Wealth Partners is a wealth management financial services company located in Toronto.

Purefacts Financial Solutions

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A WealthTech100 Company, PureFacts provides global enterprise wealth management and asset management solutions.

TelosTouch

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TelosTouch is the missing link between financial services providers and their clients.

CapIntel Inc.

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CapIntel is an investment sales platform used by hundreds of financial advisors and asset management sales teams in North America.

Aviso Wealth

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Aviso Wealth is a national financial services company

The Canada Life Assurance Company

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The Canada Life Assurance Company provides insurance and wealth management products and services in Canada.

Pascal WealthTech

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Integrated, intelligent and intuitive. Pascal WealthTech designs digital technology to empower financial advisors.

Richardson GMP

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Richardson GMP is a financial technology company.

CoinChange

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Coinchange is an innovative financial services company which offer secure transactions, streamlined verification and other services.

Prodigy Labs

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Prodigy Labs is a product development service organisation

Univeris

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Univeris provides an enterprise wealth management systems, modular front office, distribution and manufacturing platform.

RPM Technologies

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RPM Technologies provides digital wealth management software solutions for banks, IIROC brokers, MFDA dealers, and asset managers.

Planworth

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Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client’s wealth journey.

Hedonic Capital

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Hedonic Capital aims to ease the financial management burden from businesses as they expand operations.

Justwealth

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Justwealth is a financial services fintech company located in Toronto.

Wealthsimple For Advisors

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Wealthsimple For Advisors is focused on providing simple and insightful, technology-enabled solutions to advisors and financial planners.

Hampton Securities

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Hampton Securities is a Investment Industry Regulatory Organization of Canada.

HollisWealth

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HollisWealth provides diversified investment and wealth management services.

Barometer Capital Management

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Barometer Capital Management provides wealth management services.

BCU Financial

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BCU Financial offers personal and business banking as well as financial planning services.

Edgepoint Wealth Management

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Edgepoint Wealth Management is a financial services fintech company located in Toronto.

Forstrong Global Asset Management

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Forstrong Global Asset Management is a wealth management company located in Toronto.

Castle Ridge Asset Management

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Castle Ridge Asset Management is a machine learning company located in Toronto.

Glidepath Portfolio Services

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Glidepath Portfolio Services is a fintech company located in Toronto.

Ahava Holdings & Ventures

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Ahava Holdings & Ventures is a holding company and private equity firm that focuses on building great technology and media companies.

Research Capital Corporation

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Research Capital Corporation is an investment firm that provides advisory services, wealth management, sales and trading services.

Raymond James

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Raymond James provides financial and wealth management services.

Caldwell Securities

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Caldwell believes preserving and growing your wealth is achieved through a personalized, customized and flexible plan.

Investor Economics

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Investor Economics is a financial services consulting company located in Toronto.

Coleford Investment Management

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Coleford Investment Management is a wealth management company located in Toronto.

Fight To End Cancer

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Fight To End Cancer is a wealth management fintech company located in Toronto.