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
Top Toronto Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Planswell
Crunchbase Website Twitter Facebook Linkedin
Planswell is on a mission to provide the world’s most actionable financial planning experience to everyone, for free.
Nest Wealth
Crunchbase Website Twitter Facebook Linkedin
Nest Wealth is Canada’s first SaaS-based digital wealth management platform.
Boosted.ai
Crunchbase Website Twitter Facebook Linkedin
Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry.
d1g1t Inc.
Crunchbase Website Twitter Facebook Linkedin
d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services.
Emperor Investments
Crunchbase Website Twitter Facebook Linkedin
Emperor Platform provides the technologies that power the modern financial advisor.
Traden, Inc.
Crunchbase Website Twitter Facebook Linkedin
Traden combines interactive user generated educational content and a social community of trading teams to create the world’s first social tr
NexJ Systems
Crunchbase Website Twitter Facebook Linkedin
NexJ Systems develops cloud-based software to provide CRM solutions for the financial services, insurance and healthcare industries.
Echelon Wealth Partners
Crunchbase Website Twitter Facebook Linkedin
Echelon Wealth Partners is a wealth management financial services company located in Toronto.
Purefacts Financial Solutions
Crunchbase Website Twitter Facebook Linkedin
A WealthTech100 Company, PureFacts provides global enterprise wealth management and asset management solutions.
TelosTouch
Crunchbase Website Twitter Facebook Linkedin
TelosTouch is the missing link between financial services providers and their clients.
CapIntel Inc.
Crunchbase Website Twitter Facebook Linkedin
CapIntel is an investment sales platform used by hundreds of financial advisors and asset management sales teams in North America.
Aviso Wealth
Crunchbase Website Twitter Facebook Linkedin
Aviso Wealth is a national financial services company
The Canada Life Assurance Company
Crunchbase Website Twitter Facebook Linkedin
The Canada Life Assurance Company provides insurance and wealth management products and services in Canada.
Pascal WealthTech
Crunchbase Website Twitter Facebook Linkedin
Integrated, intelligent and intuitive. Pascal WealthTech designs digital technology to empower financial advisors.
Richardson GMP
Crunchbase Website Twitter Facebook Linkedin
Richardson GMP is a financial technology company.
CoinChange
Crunchbase Website Twitter Facebook Linkedin
Coinchange is an innovative financial services company which offer secure transactions, streamlined verification and other services.
Prodigy Labs
Crunchbase Website Twitter Facebook Linkedin
Prodigy Labs is a product development service organisation
Univeris
Crunchbase Website Twitter Facebook Linkedin
Univeris provides an enterprise wealth management systems, modular front office, distribution and manufacturing platform.
RPM Technologies
Crunchbase Website Twitter Facebook Linkedin
RPM Technologies provides digital wealth management software solutions for banks, IIROC brokers, MFDA dealers, and asset managers.
Planworth
Crunchbase Website Twitter Facebook Linkedin
Planworth is a B2B SaaS platform that empowers investment advisors and firms with the tools to guide a client’s wealth journey.
Hedonic Capital
Crunchbase Website Twitter Facebook Linkedin
Hedonic Capital aims to ease the financial management burden from businesses as they expand operations.
Justwealth
Crunchbase Website Twitter Facebook Linkedin
Justwealth is a financial services fintech company located in Toronto.
Wealthsimple For Advisors
Crunchbase Website Twitter Facebook Linkedin
Wealthsimple For Advisors is focused on providing simple and insightful, technology-enabled solutions to advisors and financial planners.
Hampton Securities
Crunchbase Website Twitter Facebook Linkedin
Hampton Securities is a Investment Industry Regulatory Organization of Canada.
HollisWealth
Crunchbase Website Twitter Facebook Linkedin
HollisWealth provides diversified investment and wealth management services.
Barometer Capital Management
Crunchbase Website Twitter Facebook Linkedin
Barometer Capital Management provides wealth management services.
BCU Financial
Crunchbase Website Twitter Facebook Linkedin
BCU Financial offers personal and business banking as well as financial planning services.
Edgepoint Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Edgepoint Wealth Management is a financial services fintech company located in Toronto.
Forstrong Global Asset Management
Crunchbase Website Twitter Facebook Linkedin
Forstrong Global Asset Management is a wealth management company located in Toronto.
Castle Ridge Asset Management
Crunchbase Website Twitter Facebook Linkedin
Castle Ridge Asset Management is a machine learning company located in Toronto.
Glidepath Portfolio Services
Crunchbase Website Twitter Facebook Linkedin
Glidepath Portfolio Services is a fintech company located in Toronto.
Ahava Holdings & Ventures
Crunchbase Website Twitter Facebook Linkedin
Ahava Holdings & Ventures is a holding company and private equity firm that focuses on building great technology and media companies.
Research Capital Corporation
Crunchbase Website Twitter Facebook Linkedin
Research Capital Corporation is an investment firm that provides advisory services, wealth management, sales and trading services.
Raymond James
Crunchbase Website Twitter Facebook Linkedin
Raymond James provides financial and wealth management services.
Caldwell Securities
Crunchbase Website Twitter Facebook Linkedin
Caldwell believes preserving and growing your wealth is achieved through a personalized, customized and flexible plan.
Investor Economics
Crunchbase Website Twitter Facebook Linkedin
Investor Economics is a financial services consulting company located in Toronto.
Coleford Investment Management
Crunchbase Website Twitter Facebook Linkedin
Coleford Investment Management is a wealth management company located in Toronto.
Fight To End Cancer
Crunchbase Website Twitter Facebook Linkedin
Fight To End Cancer is a wealth management fintech company located in Toronto.