Novel Financial

Novel Financial is a fee-only financial planning startup based in Canada, founded in 2018. Their slogan "Your Best Interests Are Our Best Interests. That's Novel." highlights their commitment to prioritizing clients' needs above all else. The company offers customizable, fee-only, advice-only, fiduciary financial planning services aimed at helping clients achieve their financial goals efficiently and cost-effectively. Unlike traditional financial advisors, Novel operates independently of investment managers, fund managers, or banks, ensuring that their sole focus is the client's financial well-being. The emphasis on fiduciary responsibility underscores their dedication to acting in the best interests of their clients. Although specific information about the latest funding round or investors is unavailable, Novel Financial's focus on transparency and alignment with client interests positions them as a potentially attractive prospect for venture capital. As the demand for fee-only financial planners continues to grow, Novel Financial appears well-positioned to capitalize on this market need.