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88 Best Ontario Based Wealth Management Startups and Companies 2021

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This article showcases our top picks for the best Ontario 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 Ontario 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

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

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

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

Aviso Wealth

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Aviso Wealth is a national financial services company

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

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

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

Edgepoint Wealth Management

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

Nest Wealth

HollisWealth

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HollisWealth provides diversified investment and wealth management services.

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

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

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

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

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

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

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

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

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

Worldsource Securities

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

Nest Wealth

Liberty Capital Advisors

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Liberty Capital Advisors offers a range of commercial mortgage products, portfolio management and investment advisory services.

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

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

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

Bridgeport Asset Management

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

Nest Wealth

The Raelipskie Partnership

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The Raelipskie Partnership is a customer-first and community-based approach to everything.

Nest Wealth

Scotia Wealth Management

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

Nest Wealth

Sharp Asset Management

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

Nest Wealth

KPM Enterprises

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KPM is a financial management company providing cost re-engineering, cash management, and process optimization services.

Nest Wealth

Lee-Power & Associates

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Lee-Power & Associates assists firms with group benefits, retirement, claims administration and other financial services.

Nest Wealth

Watermark Stone Wealth

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Watermark Stone Wealth specializes in financial planning, estate planning, wealth management, and portfolio management services.

Nest Wealth

Sprung Investment Management

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

Nest Wealth

Starview Financial Advisors

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Starview Financial Advisors is a financial services company located in Mono.

Nest Wealth

NIAD Systems

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NIAD Systems is a new issue management platform.

Nest Wealth

Neoxera

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NeoXera is an investment management firm that provides hedge funds, financial markets trading, equities and business advisory services.

Nest Wealth

De Thomas Wealth Management

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De Thomas Wealth Management is a wealth management company located in Richmond Hill.

Nest Wealth

Optimize Wealth Management

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

Nest Wealth

Barry Johnson Financial Group

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Barry Johnson Financial Group offers business insurance, retirement planning, employee health benefits and wealth accumulation services.

Nest Wealth

Cornwall Wealth Management Group

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Cornwall Wealth Management Group is a retirement wealth management company located in Oakville.

Nest Wealth

Moore Wrinn Financial Group

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Moore Wrinn Financial Group is a wealth management company located in Ottawa.

Nest Wealth

HollisWealth Newmarket

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HollisWealth Newmarket is a wealth management firm that offers financial advisory services.

Nest Wealth

Genbridge

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Genbridge provides wealth management, professional consulting and financial planning services to individuals and families.

Nest Wealth

Advize

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Advize offers a wide range of personalized tax and company solutions for both individuals and companies.

Nest Wealth

RocheBanyan

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RocheBanyan is a financial planning firm that specializes in dealing with clients who are members of an employer-sponsored pension plan.

Nest Wealth

Bellwether Investment

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Bellwether Investment provides investment management and wealth management services.

Nest Wealth

Community First

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Community First provides banking, mortgages, lending, saving & investing, 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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