This article showcases our top picks for the best Quebec 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 Quebec Wealth Management Startups
Data sourced from Crunchbase and SemRush.
CoPower
Crunchbase Website Twitter Facebook Linkedin
CoPower is an online platform that simplifies clean energy investing.
Croesus
Crunchbase Website Twitter Facebook Linkedin
Croesus has been providing sophisticated wealth management solutions
WealthTab
Crunchbase Website Twitter Facebook Linkedin
WealthTab is a Developer of a wealth and portfolio management platform.
Inovestor
Crunchbase Website Twitter Facebook Linkedin
Inovestor Inc. is a leading provider of wealth management platforms and professional financial technology and services.
Tactex Asset Management Inc
Crunchbase Website Twitter Facebook Linkedin
Tactex provides wealth management services.
Ndex Systems
Crunchbase Website Twitter Facebook Linkedin
Ndex Systems is an investment management company located in Montreal.
Pembroke Private Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Pembroke Private Wealth Management is a real estate investment wealth management company located in Montreal.
Triasima Portfolio Management
Crunchbase Website Twitter Facebook Linkedin
Triasima Portfolio Management is a impact investing wealth management company located in Montreal.
Lorne Steinberg Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Lorne Steinberg Wealth Management is to serve its clients through delivering strong long-term returns, managing risk and protecting capital.
Wolff Wiese Magana LLC
Crunchbase Website Twitter Facebook Linkedin
Wolff Wiese Magana LLC specializes in asset management, financial planning, estate planning and business services.
Andrews, Lucia Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Andrews, Lucia Wealth Management offers investment advisory services for individuals, trusts, retirement plans and charitable funds.
Tulett, Matthews & Associates
Crunchbase Website Twitter Facebook Linkedin
Tulett, Matthews & Associates is a financial services company located in Kirkland.
Cae Haute-Yamaska
Crunchbase Website Twitter Facebook Linkedin
Cae Haute-Yamaska is a financial services company located in Granby.
Whitemont
Crunchbase Website Twitter Facebook Linkedin
Whitemont is a financial services company located in Montreal.
BLK & GLD Marketing
Crunchbase Website Twitter Facebook Linkedin
BLK & GLD Marketing has expertise in sales and marketing of wealth management to companies, business sectors and individual prospects.
J. Vitucci Financial Services Inc
Crunchbase Website Twitter Facebook Linkedin
Vitucci Integrated Planning is an independently owned boutique wealth management practice.
