Alex
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
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
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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
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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.
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
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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
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.
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