This article showcases our top picks for the best Toronto based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance 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 Personal Finance Companies
Data sourced from Crunchbase and SemRush.
Wealthsimple
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Wealthsimple offers financial tools to help investors grow and manage their money. Wealthsimple is a new kind of financial advisor — one that’s intuitive, affordable, and human.
Wealthsimple takes the guesswork out of investing and get investors on the right track. Wealthsimple builds a diversified portfolio of ETFs on the investors’ behalf and guides them in achieving their financial goals.
Wealthsimple is backed by a team of world-class financial experts and the best technology talent. Our talented team of software engineers, designers, and data scientists have previously worked at such companies as Amazon, Google, and Apple.
Wealthsimple’s Investment Advisory Committee are recognized thought leaders in the investment community. They play an advisory role in Wealthsimple’s investment management process and serve as a sounding board for Wealthsimple’s management team..
KOHO Financial
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KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone.
Goldmoney
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Goldmoney is a financial service company traded on the Toronto Stock Exchange (TSX:XAU). It is a global leader in precious metal investment services and the world’s largest precious metals payment network.
Safeguarding nearly $2 billion in assets for clients located in more than 150 countries, Goldmoney is focused on a singular mission to democratize access to gold and other precious metals through innovative technology. Powered by Goldmoney’s patented technology, the Goldmoney Holding is an online account that enables clients to invest, earn, or spend gold, silver, platinum, and palladium that is securely stored in insured vaults located around the world.
The company was founded in 2001 and is based in Toronto, Canada.. .
PolicyMe
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PolicyMe (https://www.policyme.com) is on a mission to make insurance simpler and cheaper for everyone who needs it. The company provides a platform for users to get quality and customized life insurance advice in 5 minutes free of hassle and free of charge.
It’s goal is to improve financial literacy, put an end to the industry practice of upselling / overprotecting and reduce frictional costs in the insurance value chain.. .
Vuru
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Vuru’s analysis engine does thousands of hours of stock analysis in seconds. It takes complex financial data and distills them down into clear, transparent reports that show investors the fundamentals that matter.
These fundamentals are simple to understand so that investors of any skill level can leverage them. All of this is entirely automated, and completely free to our users.
We provide three core products: 1. In-depth stock reports based on the fundamentals of the company and its valuations.
We cover over 5,500 stocks. 2.
A robust portfolio tool that helps investors identify strengths and weaknesses in the stocks that they own and the overall strength of their portfolio. 3.
A powerful stock screener that allows investors to easily discover stocks according to its valuation and qualitative criteria.. .
Wise Publishing
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Wise Publishing is a personal finance publisher whose popular online properties.
Capital Lending Centre
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Capital Lending Centre provides mortgage agents with support and tools they need to provide their clients an exceptional experience. Capital Lending Centre offers homebuyers access to rate information and mortgage options from a range of lenders, including major banks and lending institutions.
Capital Lending Centre has an outstanding range of mortgage products and lenders available to help build a mortgage blueprint that fits customers’ financial future.. .
Traden, Inc.
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Tradën offers an online social platform which also allows traders both new and professional. Connecting traders with other traders, whether new or professional everyone has the chance to earn an income from anywhere in the world.
The social platform will allow traders to have their own story on a certain topic within the day trading industry, people can follow other traders and see all of that and also what recent profitable trades they’ve taken.. .
Helium Investments Inc.
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Helium Investments is a better way to invest with the company’s automated online portfolio management dashboard and mobile apps. Helium Investment is a revolutionary next generation online financial advisor.
They offer a full featured platform helping investors manage their money simpler and cheaper than most financial advisors.. .
HealthBank
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HealthBank is a healthcare financial technology company that is building the financial OS for insurance and consumer payments for the future of healthcare. We are building the world’s first financial OS for healthcare providers (like hospitals, pharmacies), health insurance carriers, payers and benefits & HR platforms.
The infrastructure makes it easier, faster, and cheaper for the providers so that they can focus on what they do best; taking care of patients and patient needs.. .
Global X Change
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Global X Change is a Canadian Financial Technology company which has created the world’s first Exchange Operating System (ExchangeOS). This client-side operating system allows users, exchange operators, token issuers, brokers, and liquidity providers to interact with each other.
This system is called the Global X Change Operating System (GXOS) and is made up of several Exchange Apps and Exchange Dapps. To distribute the GXOS, the company has created the GXBroker.
GXBroker gives anyone the ability to launch an online cryptocurrency brokerage business by leveraging the GXOS. There are 100’s of GXBrokers worldwide who are getting paid to facilitate all types of cryptocurrency transactions.
The Global X Change Operating System (GXOS) is a collection of ExchangenApps and Exchange Dapps which are tied together through an integrated user experience.. .
Loans Canada
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Loans Canada is a loan search platform that connects borrowers with Canada’s top lenders. Partnered with an array of different financial institutions, Loans Canada provides Canadians with access to the largest lender network in the country.
Consumers just need to fill out a short application form and they are then matched with a series of different options that meet their financial needs.. .
Benji
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Benji finds tax write-offs for Canadian freelancers. On average, our users find $9,387.53 in tax savings per year!
The Modest Wallet
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We are on a mission to help our readers reach their financial goals and make smarter money decisions because life’s complicated enough. The Modest Wallet shares actionable content and resources around money management, making money, investing and everything in between.
For more information, visit TheModestWallet.com. .
Masscoinex
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Masscoinex is a global cryptocurrency exchange platform. Offering over 100+ cryptocurrencies.
Where you can Buy, Sell, Send or Receive cryptocurrencies instantly. We accept all types of credit & debit cards.
Our range of cryptocurrencies are mostly the popular ones that are famous around the world. We have a highly secure platform, and we’re open 24×7.
With over 300 team members working round the clock. We made transactions on our platform nearly instant compared to the most renowned companies around the world.
We have the most user-friendly and yet most comprehensive platform. Our platform is not just efficient for individuals or companies, but very cost effective too.
With the lowest fees in the world, Masscoinex.com has broken all records and all barriers and thus making the next generation cryptocurrency platform of the people, by the people and for the people.. .
MoneySense Magazine
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MoneySense is Canada’s best-selling investment and lifestyle brand about all things money.
Wealthforce
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Wealthforce Inc. provides a range of mutual fund products, technology, tools and services.
Evolve Etfs
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Evolve Etfs is a financial services company located in Toronto.
Cibc Mellon
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CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors.
AT&L 工乙科技
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https://angel.co/company/ants-technology-labor Ants Tech & Labor is a PropTech startup that provides business intelligence to individual households. We promoting equality of opportunity via the distribution of data, computing power, and artificial intelligence by automating residential property management through our web app.
We are exploring sustainable construction materials and world-class design for the next generation of smart houses and communities via IoT. We transfer insightful self-help books into a comprehensive web app.
Apply scientific approaches to unleash the potential of undeveloped and underdeveloped human capital. We deliver an information infrastructure that allows us to transition toward the Third Industrial Revolution..
Integris Management
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Integris Management is a sole provider of personal pension plans for Canadians. It also offers a tax-savings solution for incorporated professionals looking to minimize taxes while protecting assets as they plan for the future.
The company also provides administration services to entrepreneurs and professionals who establish registered pension plans for themselves or retirement compensation arrangements. Integris Management offers business owners and incorporated professionals a smarter and more tax-effectively.
It was designed to provide this clientele with a superior way of building up a more secure and larger nest-egg utilizing the rules already in place for public sector employees and unionized workers. Integris Management was founded in 2011 and is based in Toronto, Ontario, Canada..
Piggy the Bank
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Goal oriented savings accounts that connects you with retailers for real-time offers.
Marrelli Support Services
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Marrelli Support Services is a financial services company located in Toronto.
Access Community Capital Fund
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Access Community Capital Fund is a financial services company located in Toronto.
Blue Chip Leasing Corporation
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Blue Chip Leasing Corporation is a financial services company located in Toronto.
Fuller Landau
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Fuller Landau is a financial services company located in Toronto.
Young Funds Program
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Young Funds Program focus on working with youth & young adults by introducing them to the concept of investing while at an early age.
First Nickel Inc
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First Nickel Inc is a company that helps its customers in managing your finances covering topics that are relevant to the field of finance.
Bentham Imf Canada
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Bentham Imf Canada is a financial services company located in Toronto.
Louis Maalouf
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Louis Maalouf is a commercial real estate company located in Toronto.
SeekingWealth.ca
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Canadians are constantly searching for ways to increase their wealth. They look for ways to get ahead in their careers, to save more money, pay less tax, and earn more on their investments.
Building wealth is very important, which is why the trustworthy source for tips and advice SeekingWealth.ca was created. Started by a group of professionals consisting of designated Chartered Professional Accountants, and MBAs – SeekingWealth.ca is a great and trustworthy source for tips and tricks on how to earn more, save more, and be more successful.
Shorecrest Group
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Shorecrest Group is a financial services company located in Toronto.
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