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101 Best Canada Based Wealth Management Startups and Companies 2021

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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.

Planswell

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

Nest Wealth

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

Nest Wealth

Boosted.ai

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

Nest Wealth

d1g1t Inc.

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

Nest Wealth

Agreement Express

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

Nest Wealth

Responsive

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

Nest Wealth

REITIUM

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SaaS, Investor Document Workflow, Mobile App, Crowdfunding Portal

Nest Wealth

The Money Finder

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The Money Finder is a Financial Technology Company.

Nest Wealth

CoPower

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CoPower is an online platform that simplifies clean energy investing.

Nest Wealth

Passiv

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

Nest Wealth

Emperor Investments

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

Nest Wealth

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

Nest Wealth

ANZ Bank

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Amongst Australia’s “Big 4” Banks

Nest Wealth

NexJ Systems

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

Nest Wealth

Echelon Wealth Partners

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

Nest Wealth

Nicola Wealth Management

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

Nest Wealth

Purefacts Financial Solutions

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

Nest Wealth

TelosTouch

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

Nest Wealth

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.

Nest Wealth

Croesus

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Croesus has been providing sophisticated wealth management solutions

Nest Wealth

Aviso Wealth

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Aviso Wealth is a national financial services company

Nest Wealth

Wellington-Altus Private Wealth

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

Nest Wealth

Pascal WealthTech

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

Nest Wealth

The Canada Life Assurance Company

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

Nest Wealth

CoinChange

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

Nest Wealth

Richardson GMP

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Richardson GMP is a financial technology company.

Nest Wealth

Prodigy Labs

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Prodigy Labs is a product development service organisation

Nest Wealth

Univeris

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

Nest Wealth

RPM Technologies

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

Nest Wealth

WealthTab

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

Nest Wealth

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.

Nest Wealth

Libro Credit Union

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

Nest Wealth

Hedonic Capital

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

Nest Wealth

BMG Group

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

Nest Wealth

Invisor Financial

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

Nest Wealth

Inovestor

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

Nest Wealth

Tactex Asset Management Inc

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Tactex provides wealth management services.

Nest Wealth

MD Financial Management

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

Nest Wealth

Justwealth

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Justwealth is a financial services fintech company located in Toronto.

Nest Wealth

Highview financial group

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

Nest Wealth

ducovest

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

Nest Wealth

Hampton Securities

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Hampton Securities is a Investment Industry Regulatory Organization of Canada.

Nest Wealth

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.

Nest Wealth

The CUMIS Group

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CUMIS deals with travel insurance, credit and mortgage protection, insurance for credit unions, home and auto insurance.

Nest Wealth

Stylus Asset Management

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

Nest Wealth

BlueShore Financial Credit Union

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

Nest Wealth

Edgepoint Wealth Management

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

Nest Wealth

Ndex Systems

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Ndex Systems is an investment management company located in Montreal.

Nest Wealth

HollisWealth

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HollisWealth provides diversified investment and wealth management services.

Nest Wealth

Century Services

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

Nest Wealth

Pinnacle Wealth Brokers

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Pinnacle Wealth Brokers is a financial service company that engages in corporate finance, insurance, portfolio strategy and investments.

Nest Wealth

Castle Ridge Asset Management

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

Nest Wealth

Barometer Capital Management

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Barometer Capital Management provides wealth management services.

Nest Wealth

BCU Financial

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

Nest Wealth

RiskMetrics

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

Nest Wealth

Pembroke Private Wealth Management

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

Nest Wealth

Wealthco.

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Wealthco is a financial services wealth and management company located in Calgary.

Nest Wealth

Forstrong Global Asset Management

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

Nest Wealth

fast n easy tax

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fast n easy tax guarantee fast and easy online tax return filing experience with 100% satisfaction for your Canadian tax return.

Nest Wealth

Guildhall Wealth Management

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

Nest Wealth

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.

Nest Wealth

Skyline Group of Companies

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

Nest Wealth

Raymond James

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Raymond James provides financial and wealth management services.

Nest Wealth

Sunrise Credit Union

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

Nest Wealth

Investor Economics

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

Nest Wealth

Glidepath Portfolio Services

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Glidepath Portfolio Services is a fintech company located in Toronto.

Nest Wealth

Thrive Wealth Management

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

Nest Wealth

Research Capital Corporation

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

Nest Wealth

FutureTax

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FutureTax is an easy-to-use, secure and NETFILE/Barcode Certified T1 tax preparation software package.

Nest Wealth

Triasima Portfolio Management

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Triasima Portfolio Management is a impact investing wealth management company located in Montreal.

Nest Wealth

Lorne Steinberg Wealth Management

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Lorne Steinberg Wealth Management is to serve its clients through delivering strong long-term returns, managing risk and protecting capital.

Nest Wealth

Wolff Wiese Magana LLC

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Wolff Wiese Magana LLC specializes in asset management, financial planning, estate planning and business services.

Nest Wealth

Caldwell Securities

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

Nest Wealth

Stock Target Advisor

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Financial Markets, Analytics

Nest Wealth

Kick Start Wealth Planner App

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Budget app is the best way to keep control over the maximum expenses and less savings.

Nest Wealth

Promerita Group

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Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.

Nest Wealth

Kawartha Credit Union

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

Nest Wealth

Coleford Investment Management

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

Nest Wealth

Fight To End Cancer

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

Nest Wealth

Richmond Advisory Services

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Richmond Advisory Services provides residential and commercial property management services across Canada.

Nest Wealth

Altruly

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

Nest Wealth

Xeye

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Xeye is provides wealth management technology solutions for the financial services industry.

Nest Wealth

Andrews, Lucia Wealth Management

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Andrews, Lucia Wealth Management offers investment advisory services for individuals, trusts, retirement plans and charitable funds.

Nest Wealth

Canfin Financial Group Of Companies

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Canfin Financial Group Of Companies is a provide comprehensive and integrated wealth management services.

Nest Wealth

Hanover Private Client

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Hanover Private Client provides advisory, investing, tax and estate planning, risk management and financial services.

Nest Wealth

Cv Trustco

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Cv Trustco is a financial services fintech company located in Vancouver.

Nest Wealth

Tax Partners

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Tax Partners has a account For business, CRA audits, accounting or tax, Tax Partners is a trusted accounting firm you want at your side.

Nest Wealth

Grant Thornton Canada

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Grant Thornton Canada is a financial services fintech company located in Calgary.

Nest Wealth

Worldsource Securities

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

Nest Wealth

Mulvihill Capital Management

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Mulvihill Capital Management is an investment advisory that helps in financial planning, assets management and investment consulting.

Nest Wealth

Bell Kearns & Associates

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Bell Kearns & Associates is a financial and investment firms.

Nest Wealth

Tulett, Matthews & Associates

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Tulett, Matthews & Associates is a financial services company located in Kirkland.

Nest Wealth

Kinsted Wealth

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Kinsted Wealth is a financial advisory and wealth management firm.

Nest Wealth

Raintree Wealth Management

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Raintree Wealth Management specializes in portfolio management and wealth management services.

Nest Wealth

Rescom Financial Services

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Rescom Financial Services is a financial services fintech company located in Toronto.

Nest Wealth

First Affiliated Holdings

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First Affiliated Holdings is a wealth management company located in Collingwood.

Nest Wealth

Acquire wealth management

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Acquire wealth management provides consulting, investment management, tax, estate and retirement planning services.

Nest Wealth

Covenant Family Wealth Advisors

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Covenant Family Wealth Advisors is a wealth management company located in Langley.

Nest Wealth

Mandeville Holdings

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Mandeville Holdings is a finance wealth management company located in Burlington.

Nest Wealth

Chronicle Wealth

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Chronicle Wealth is a wealth management company located in Toronto.

Nest Wealth

Cae Haute-Yamaska

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Cae Haute-Yamaska is a financial services company located in Granby.

Written by Tenner Smith

Tenner Smith - I have experience in financial intelligence and automated intelligence. In industry I have worked on artificial intelligence and machine learning. Tenner Smith is a reporter at DF media.

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