in

67 Top Wealth Management Startups and Companies in Canada

This article showcases our top picks for the best Canada 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 Canada Wealth Management Startups

Data sourced from Crunchbase and SemRush.

d1g1t Inc.

d1g1t Inc.

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

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.

Planswell

Boosted.ai

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Agreement Express

Crunchbase Website Twitter Facebook Linkedin

SaaS platform that automates the client onboarding process for financial services firms.

Planswell

REITIUM

Crunchbase Website Twitter Facebook Linkedin

REITIUM is a blockchain real estate marketplace that allows anyone become a real estate investor for as little as $100.

Planswell

Responsive

Crunchbase Website Twitter Facebook Linkedin

The enterprise hybrid wealth management solution for service excellence and actionable insights.

Planswell

The Money Finder

Crunchbase Website Twitter Facebook Linkedin

The Money Finder is a Financial Technology Company.

Planswell

Nest Wealth

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

CoPower

Crunchbase Website Twitter Facebook Linkedin

CoPower is an online platform that simplifies clean energy investing.

Planswell

Emperor Investments

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

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

Planswell

ANZ Bank

Crunchbase Website Twitter Facebook Linkedin

Amongst Australia’s “Big 4” Banks

Planswell

Pascal WealthTech

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Univeris

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

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.

Planswell

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.

Planswell

Nicola Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.

Planswell

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.

Planswell

Purefacts Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

TelosTouch

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Echelon Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Croesus

Crunchbase Website Twitter Facebook Linkedin

Croesus has been providing sophisticated wealth management solutions

Planswell

Aviso Wealth

Crunchbase Website Twitter Facebook Linkedin

Aviso Wealth is a national financial services company

Planswell

CoinChange

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

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.

Planswell

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.

Planswell

Hedonic Capital

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Richardson GMP

Crunchbase Website Twitter Facebook Linkedin

Richardson GMP is a financial technology company.

Planswell

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.

Planswell

RPM Technologies

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

BMG Group

Crunchbase Website Twitter Facebook Linkedin

BMG Group Inc. offers assistance with purchasing and storing gold, silver, and platinum for financial purposes.

Planswell

Invisor Financial

Crunchbase Website Twitter Facebook Linkedin

Invisor simplifies investing and makes professional, goal-based investment management services available and affordable to all Canadians.

Planswell

Prodigy Labs

Crunchbase Website Twitter Facebook Linkedin

Prodigy Labs is a product development service organisation

Planswell

Inovestor

Crunchbase Website Twitter Facebook Linkedin

Inovestor Inc. is a leading provider of wealth management platforms and professional financial technology and services.

Planswell

WealthTab

Crunchbase Website Twitter Facebook Linkedin

WealthTab is a Developer of a wealth and portfolio management platform.

Planswell

Justwealth

Crunchbase Website Twitter Facebook Linkedin

Justwealth is a financial services fintech company located in Toronto.

Planswell

Raymond James

Crunchbase Website Twitter Facebook Linkedin

Raymond James provides financial and wealth management services.

Planswell

Tactex Asset Management Inc

Crunchbase Website Twitter Facebook Linkedin

Tactex provides wealth management services.

Planswell

Libro Credit Union

Crunchbase Website Twitter Facebook Linkedin

Libro Credit Union deals with financial services such as loans, credit cards, mortgage, investment and wealth management.

Planswell

MD Financial Management

Crunchbase Website Twitter Facebook Linkedin

MD Financial Management provides financial products and services, the MD Family of Funds and investment counselling services.

Planswell

Edgepoint Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Hampton Securities

Crunchbase Website Twitter Facebook Linkedin

Hampton Securities is a Investment Industry Regulatory Organization of Canada.

Planswell

RiskMetrics

Crunchbase Website Twitter Facebook Linkedin

RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.

Planswell

HollisWealth

Crunchbase Website Twitter Facebook Linkedin

HollisWealth provides diversified investment and wealth management services.

Planswell

Wellington-Altus Private Wealth

Crunchbase Website Twitter Facebook Linkedin

Wellington-Altus Private Wealth is a financial services wealth management company located in Winnipeg.

Planswell

Century Services

Crunchbase Website Twitter Facebook Linkedin

Century Services is a financial services fintech company located in Calgary.

Planswell

Ndex Systems

Crunchbase Website Twitter Facebook Linkedin

Ndex Systems is an investment management company located in Montreal.

Planswell

BlueShore Financial Credit Union

Crunchbase Website Twitter Facebook Linkedin

BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance.

Planswell

Stock Target Advisor

Crunchbase Website Twitter Facebook Linkedin

Financial Markets, Analytics

Planswell

Worldsource Securities

Crunchbase Website Twitter Facebook Linkedin

Worldsource Securities is a financial services fintech company located in Markham.

Planswell

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.

Planswell

Highview financial group

Crunchbase Website Twitter Facebook Linkedin

HighView Financial Group is a investment counselling firm for affluent Canadian families and the Foundations they support.

Planswell

Pembroke Private Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Pembroke Private Wealth Management is a real estate investment wealth management company located in Montreal.

Planswell

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.

Planswell

Stylus Asset Management

Crunchbase Website Twitter Facebook Linkedin

STYLUS is a boutique wealth management firm providing comprehensive investment and financial planning services.

Planswell

Barometer Capital Management

Crunchbase Website Twitter Facebook Linkedin

Barometer Capital Management provides wealth management services.

Planswell

Glidepath Portfolio Services

Crunchbase Website Twitter Facebook Linkedin

Glidepath Portfolio Services is a fintech company located in Toronto.

Planswell

Thrive Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Thrive is a local, credit union-owned wealth management company.

Planswell

Guildhall Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Guildhall Wealth Management buys, sells, and stores physical precious metals like gold, silver, platinum, and palladium.

Planswell

ducovest

Crunchbase Website Twitter Facebook Linkedin

duvovest helps investors and advisors build and manage professional quality investment portfolios with minimal financial knowledge and time.

Planswell

BCU Financial

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Castle Ridge Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

Planswell

Skyline Group of Companies

Crunchbase Website Twitter Facebook Linkedin

Skyline Group of Companies is a fully integrated asset acquisition, management, development, and investment entity.

Planswell

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.

Planswell

Kawartha Credit Union

Crunchbase Website Twitter Facebook Linkedin

Kawartha Credit Union is a financial services provider that offers investment, loans, lines of credit and mortgage services.

Planswell

Altruly

Crunchbase Website Twitter Facebook Linkedin

Altruly is a donor-advised fund product platform that provides financial advisory and services.

Planswell

Sunrise Credit Union

Crunchbase Website Twitter Facebook Linkedin

Sunrise Credit Union provides banking, wealth management and lending services.

67 Top Risk Management Startups and Companies in Canada

67 Top Commercial Real Estate Startups and Companies in Canada