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16 Best Vancouver Based Wealth Management Startups and Companies 2021

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

Data sourced from Crunchbase and SemRush.

Agreement Express

Agreement Express

Crunchbase Website Twitter Facebook Linkedin

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

Responsive

Responsive

Crunchbase Website Twitter Facebook Linkedin

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

Responsive

REITIUM

Crunchbase Website Twitter Facebook Linkedin

SaaS, Investor Document Workflow, Mobile App, Crowdfunding Portal

Responsive

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.

Responsive

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.

Responsive

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.

Responsive

Promerita Group

Crunchbase Website Twitter Facebook Linkedin

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

Responsive

Cv Trustco

Crunchbase Website Twitter Facebook Linkedin

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

Responsive

First Pacific Financial

Crunchbase Website Twitter Facebook Linkedin

First Pacific Financial provides investment management along with retirement planning services.

Responsive

Laurus Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Laurus Wealth Management provides its clients with financial services, insurance and investment advisory needs.

Responsive

Equifaira Partners

Crunchbase Website Twitter Facebook Linkedin

Equifaira Partners is a management consulting company that provides consulting services.

Responsive

Sustainable Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Sustainable Wealth Management provides securities and investment advisory services.

Responsive

Northwest Accounting & Tax Service

Crunchbase Website Twitter Facebook Linkedin

Northwest Accounting & Tax Service concentrates on accounting, payroll, taxation along with a range of financial services.

Responsive

TFP Investment Counsel

Crunchbase Website Twitter Facebook Linkedin

TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.

Responsive

Martel Wealth Advisors

Crunchbase Website Twitter Facebook Linkedin

Martel Wealth Advisors offers financial planning and investment management services to individual investors and business owners.

Responsive

Harlow Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Harlow Wealth Management is an advisory firm that provides retirement income planning, insurance planning and wealth management services.

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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