40 Top Personal Finance Startups and Companies in Canada

August 7, 2021
by

This article showcases our top picks for the best Canada based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance 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 Canada Personal Finance Startups

Data sourced from Crunchbase and SemRush.

Wealthsimple

Wealthsimple

Crunchbase Website Twitter Facebook Linkedin

Wealthsimple offers financial tools to help investors grow and manage their money.

KOHO Financial

KOHO Financial

Crunchbase Website Twitter Facebook Linkedin

KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone.

KOHO Financial

Goldmoney

Crunchbase Website Twitter Facebook Linkedin

Goldmoney is a financial services group that combines the unique attributes of gold with technology-driven innovation.

KOHO Financial

PolicyMe

Crunchbase Website Twitter Facebook Linkedin

Life insurance Made Easy

KOHO Financial

Wise Publishing

Crunchbase Website Twitter Facebook Linkedin

Wise Publishing is a personal finance publisher whose popular online properties.

KOHO Financial

WealthBar

Crunchbase Website Twitter Facebook Linkedin

Online Financial Advice for Canadians

KOHO Financial

Capital Lending Centre

Crunchbase Website Twitter Facebook Linkedin

Capital Lending Centre provides mortgage agents with support and tools they need to provide their clients an exceptional experience.

KOHO Financial

BCI

Crunchbase Website Twitter Facebook Linkedin

BCI offers investment management services that help clients generate investment returns, be financially secure while protecting their funds.

KOHO Financial

Vuru

Crunchbase Website Twitter Facebook Linkedin

Vuru’s analysis engine does thousands of hours of stock analysis in seconds.

KOHO Financial

QUBER

Crunchbase Website Twitter Facebook Linkedin

QUBER is a money saving application that helps users take control of their finances and reach their saving goals.

KOHO Financial

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

KOHO Financial

Helium Investments Inc.

Crunchbase Website Twitter Facebook Linkedin

Helium Investments – Give your savings a lift

KOHO Financial

Passiv

Crunchbase Website Twitter Facebook Linkedin

Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv.

KOHO Financial

Ferst Capital Partners – FCP

Crunchbase Website Twitter Facebook Linkedin

FCP is a private investment firm which invests in venture capital, private equity, public markets, sector-focused funds and crypto assets.

KOHO Financial

HealthBank

Crunchbase Website Twitter Facebook Linkedin

The leading consumer & enterprise healthcare payments infrastructure for patients, providers, pharmacies, insurance carriers, benefits & HR.

KOHO Financial

Odlum Brown

Crunchbase Website Twitter Facebook Linkedin

Odlum Brown Limited is a financial services company located in Vancouver.

KOHO Financial

Voleo

Crunchbase Website Twitter Facebook Linkedin

Voleo has developed mobile investment club apps and owns a FINRA registered broker-dealer.

KOHO Financial

Benji

Crunchbase Website Twitter Facebook Linkedin

Benji finds tax write-offs for Canadian freelancers. On average, our users find $9,387.53 in tax savings per year!

KOHO Financial

Cibc Mellon

Crunchbase Website Twitter Facebook Linkedin

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors.

KOHO Financial

Global X Change

Crunchbase Website Twitter Facebook Linkedin

Global X Change is a Canadian Financial Technology company which has created the world’s first Exchange Operating System (ExchangeOS).

KOHO Financial

SkyCap Financial

Crunchbase Website Twitter Facebook Linkedin

SkyCap Financial is an Ontario company that provides alternative financing to Canadians.

KOHO Financial

DDStocks

Crunchbase Website Twitter Facebook Linkedin

DDStocks is a financial terminal that provides financials charting and advanced stock screener.

KOHO Financial

Masscoinex

Crunchbase Website Twitter Facebook Linkedin

Cryptocurrency Exchange, Buy, Sell, Trade & Exchange Cryptocurrency Online.

KOHO Financial

Loans Canada

Crunchbase Website Twitter Facebook Linkedin

Loans Canada is a loan search platform that connects borrowers with Canada’s top lenders.

KOHO Financial

creditcardGenius

Crunchbase Website Twitter Facebook Linkedin

Leading credit card comparison engine that rates 126+ features of nearly 200 different Canadian credit cards.

KOHO Financial

MoneySense Magazine

Crunchbase Website Twitter Facebook Linkedin

MoneySense is Canada’s best-selling investment and lifestyle brand about all things money.

KOHO Financial

Stocktrades Ltd

Crunchbase Website Twitter Facebook Linkedin

Canadian financial website that provides investing information and top stock picks for beginners

KOHO Financial

CalendarBudget

Crunchbase Website Twitter Facebook Linkedin

Simple personal finance on a calendar. Track your present finances and plan ahead for your future.

KOHO Financial

KAIRA

Crunchbase Website Twitter Facebook Linkedin

Kaira, is a Financial Wellness App that will help people achieve a better financial life by understanding their psychological profile

KOHO Financial

Evolve Etfs

Crunchbase Website Twitter Facebook Linkedin

Evolve Etfs is a financial services company located in Toronto.

KOHO Financial

The Modest Wallet

Crunchbase Website Twitter Facebook Linkedin

Personal Finance Digital Publisher

KOHO Financial

Access Community Capital Fund

Crunchbase Website Twitter Facebook Linkedin

Access Community Capital Fund is a financial services company located in Toronto.

KOHO Financial

Selectpath Benefits And Financial

Crunchbase Website Twitter Facebook Linkedin

Selectpath Benefits And Financial is a finance company located in London.

KOHO Financial

Stride Capital Corp

Crunchbase Website Twitter Facebook Linkedin

Stride Capital Corp is a financial services company located in Calgary.

KOHO Financial

Pay2day

Crunchbase Website Twitter Facebook Linkedin

Pay2day is a Financial Services company located in Brampton.

KOHO Financial

Perfiqt.com

Crunchbase Website Twitter Facebook Linkedin

Perfiqt is AI that uses gamification to simplify finance to help people make smarter life decisions.

KOHO Financial

Caro

Crunchbase Website Twitter Facebook Linkedin

Caro provides personalized financial guidance and banking services.

KOHO Financial

Wealthforce

Crunchbase Website Twitter Facebook Linkedin

Wealthforce Inc. provides a range of mutual fund products, technology, tools and services.

KOHO Financial

INTEGRIS Pension Management Corp

Crunchbase Website Twitter Facebook Linkedin

Integris is a sole provider of personal pension plans for Canadians.

KOHO Financial

Marrelli Support Services

Crunchbase Website Twitter Facebook Linkedin

Marrelli Support Services is a financial services company located in Toronto.

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