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51 Best Toronto Based Wealth Management Startups and Companies 2021

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

Top Toronto Wealth Management Startups

Data sourced from Crunchbase and SemRush.

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.

Nest Wealth

Nest Wealth

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Boosted.ai

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

d1g1t Inc.

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Emperor Investments

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

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

Nest Wealth

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.

Nest Wealth

Echelon Wealth Partners

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Purefacts Financial Solutions

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

TelosTouch

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

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.

Nest Wealth

Aviso Wealth

Crunchbase Website Twitter Facebook Linkedin

Aviso Wealth is a national financial services company

Nest Wealth

Pascal WealthTech

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

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.

Nest Wealth

CoinChange

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Richardson GMP

Crunchbase Website Twitter Facebook Linkedin

Richardson GMP is a financial technology company.

Nest Wealth

Prodigy Labs

Crunchbase Website Twitter Facebook Linkedin

Prodigy Labs is a product development service organisation

Nest Wealth

Univeris

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

RPM Technologies

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

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.

Nest Wealth

Hedonic Capital

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Justwealth

Crunchbase Website Twitter Facebook Linkedin

Justwealth is a financial services fintech company located in Toronto.

Nest Wealth

Hampton Securities

Crunchbase Website Twitter Facebook Linkedin

Hampton Securities is a Investment Industry Regulatory Organization of Canada.

Nest Wealth

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.

Nest Wealth

Edgepoint Wealth Management

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

HollisWealth

Crunchbase Website Twitter Facebook Linkedin

HollisWealth provides diversified investment and wealth management services.

Nest Wealth

Castle Ridge Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Barometer Capital Management

Crunchbase Website Twitter Facebook Linkedin

Barometer Capital Management provides wealth management services.

Nest Wealth

BCU Financial

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Forstrong Global Asset Management

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

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.

Nest Wealth

Raymond James

Crunchbase Website Twitter Facebook Linkedin

Raymond James provides financial and wealth management services.

Nest Wealth

Investor Economics

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Glidepath Portfolio Services

Crunchbase Website Twitter Facebook Linkedin

Glidepath Portfolio Services is a fintech company located in Toronto.

Nest Wealth

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.

Nest Wealth

Caldwell Securities

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Coleford Investment Management

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Fight To End Cancer

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Canfin Financial Group Of Companies

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Hanover Private Client

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Mulvihill Capital Management

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Bell Kearns & Associates

Crunchbase Website Twitter Facebook Linkedin

Bell Kearns & Associates is a financial and investment firms.

Nest Wealth

Rescom Financial Services

Crunchbase Website Twitter Facebook Linkedin

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

Nest Wealth

Chronicle Wealth

Crunchbase Website Twitter Facebook Linkedin

Chronicle Wealth is a wealth management company located in Toronto.

Nest Wealth

Bridgeport Asset Management

Crunchbase Website Twitter Facebook Linkedin

Bridgeport Asset Management is a financial services asset management company located in Toronto.

Nest Wealth

Scotia Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Scotia Wealth Management provides financial planning, private banking, insurance, trust services, and business & family advisory.

Nest Wealth

Sharp Asset Management

Crunchbase Website Twitter Facebook Linkedin

Sharp Asset Management specializes in investment management, financial planning, and consulting services.

Nest Wealth

Sprung Investment Management

Crunchbase Website Twitter Facebook Linkedin

Sprung Investment Management is a company that specializes in portfolio management, investment, wealth preservation and advisory services.

Nest Wealth

NIAD Systems

Crunchbase Website Twitter Facebook Linkedin

NIAD Systems is a new issue management platform.

Nest Wealth

Optimize Wealth Management

Crunchbase Website Twitter Facebook Linkedin

Optimize Wealth Management offers wealth management, investment management, will estate and planning, and insurance services.

Nest Wealth

HollisWealth Newmarket

Crunchbase Website Twitter Facebook Linkedin

HollisWealth Newmarket is a wealth management firm that offers financial advisory 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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