Wealth Technology companies in Canada

HighView Financial Group

Wealth management software suite optimizing investment strategies for affluent clients.

Online tax filing service maximizing refunds for individuals and businesses.

In Charge

Aggregation APIs enabling wealth managers to enhance client engagement and insights.

NPW

Portfolio management platform optimizing investment strategies for wealth managers.

Pareto Systems

Financial planning platform offering personalized solutions for individuals' finances.

Purpose Financial

Financial planners' solutions enhancing client management and investment strategies.

Rally Assets

Robo-advisory platform enabling impact investing for wealth managers.

RetireWare

Retirement planning platform

Urbi

Portfolio management platform optimizing investment strategies for wealth managers.