Wealth Technology companies in Canada

Wealthsimple

Robo-advisory platform enhancing investment accessibility for wealth managers.

OneVest

Wealth management software suite enabling digital and hybrid wealth experiences.

Delphia

Financial planning solutions leveraging consumer data for investment insights.

Passiv

Portfolio management tool automating investments for wealth managers and investors.

d1g1t

Wealth management software suite enhancing advisory services with analytics.

PureFacts

Client communication solutions enhancing wealth managers' interactions with clients.

Moka

Robo-advisory platform enabling automated investments in the S&P 500.

Hardbacon

Investment services comparison platform enhancing financial decision-making for individuals.

CapIntel

Sales platform enhancing financial advisors' client management and investment strategies.

Planswell

Financial planning platform offering free services and expert advisor access.

LUXXFOLIO

Wealth data aggregation platform enabling comprehensive financial analysis for managers.

WealthBar

Robo-advisory platform offering managed portfolios and personalized financial advice.

Nest Wealth

Robo-advisory platform delivering personalized wealth management solutions efficiently.

Wealthica

Wealth data aggregation platform enabling comprehensive financial insights for investors.

SideDrawer

Wealth management software suite streamlining secure document management processes.

Find Bob

White label robo advisor platform enhancing investment services for wealth managers.

Univeris

Wealth management software suite enhancing operational efficiency for financial advisors.

BHRD

Shareholder communication platform

Cascades Financial Solutions

Retirement investment platform offering insights for financial advisors' strategies.

Sterling Capital Brokers

Robo advisory platform offering investment services for wealth managers.

Justwealth

Robo-advisory platform enhancing wealth management for Canadian investors.

Flahmingo

Robo-advisor offering commission-free fractional investing and educational resources.

Investia Financial Services

Automated financial planning platform offering personalized investment advice.

PlanEasy

Financial planning solutions enhancing accessibility and affordability for clients.