Top Wealth Management Startups in Canada (2025 Update)
Explore the best Wealth Management companies in Canada. Discover high-growth startups and investment opportunities in our 2025 updated list.
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Explore Top Wealth Management Startups in Canada featuring 102 Companies
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Wealthsimple | - | All of your investing, made simple. | All of your investing, made simple. wsim.co/legal | - |
Canada
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Toronto | Canada (HQ) + 2 | 2014 | Finance, Financial Services +2 | [email protected] |
1
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1351
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901 (-100%) | 4 years ago | Private Equity | 9 | 1.1B | 155897 | 5 months ago | |
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Boosted.ai | - | Supercharging productivity for investment managers through AI | Boosted.ai is how investment managers work smarter. Generative AI built specific... | - |
Canada
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Toronto | Canada (HQ) + 1 | 2017 | AI, Finance +3 | [email protected] |
1
Low
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73
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24.5K (172%) | 3 years ago | Series B | 3 | 44.5M | 9601 | 1 year ago | |
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Wellington-Altus | - | Rated by Investment Advisors as Canada’s top investment dealers in the 2024 Brok... | Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the... | - |
Canada
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Winnipeg | Canada (HQ) + 25 | 2017 | Financial Services, Wealth Management | - |
1
Low
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726
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25.9K (-15%) | 1 year ago | Private Equity | 2 | 114.4M | 11287 | 11 months ago | |
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OneVest | - | Power the World's Wealth | OneVest is a financial technology company on a mission to power the world’s weal... | - |
Canada
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Toronto | Canada (HQ) | 2021 | Financial Services, Fintech +1 | [email protected] |
1
Low
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70
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6.2K (15%) | 1 year ago | Series A | 2 | 22.0M | 5591 | 5 months ago | |
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CoPower | - | Canada's first sustainable investment platform. Proud subsidiary of Vancity Com... | Investments that are good for your portfolio, backed by projects that are good f... | - |
Canada
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Toronto | Canada (HQ) | 2013 | Energy, Clean Energy +1 | - |
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Low
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1
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575 | 7 years ago | Series Unknown | 5 | 5.9M | 2470 | 8 VmQ FOC | |
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Grayhawk Wealth | - | Curating enduring wealth strategies for Canada’s successful families and foundat... | The idea of Grayhawk came from a series of simple insights about what really mat... | - |
Canada
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Calgary | Canada (HQ) + 2 | 2014 | Finance, Financial Services +2 | [email protected] |
1
Low
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22
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97307 | - | Private Equity | - | 11.0M | 3918 | 4 months ago | |
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d1g1t | - | First enterprise wealth management platform powered by institutional-grade analy... | d1g1t is the leading institutional-grade Enterprise Wealth Management Platform f... | - |
Canada
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Toronto | Canada (HQ) | 2017 | Analytics, Financial Services +2 | [email protected] |
1
Low
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89
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39.1K (-8%) | 1 year ago | Debt Financing | 5 | 24.4M | 4134 | 5 months ago | |
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FutureVault | - | AI-Powered Digital Vaults for Institutions, Firms, Advisors, and Clients. Become... | AI-Powered Digital Vaults for Institutions, Firms, Advisors, and Clients. Become... | - |
Canada
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Toronto | Canada (HQ) | 2015 | Analytics, Cloud Infrastructure +4 | [email protected] |
1
Low
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30
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15.2K | 8 years ago | Seed | 3 | 2.3M | 2521 | 9 months ago | |
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Passiv | - | Put your investment portfolio on autopilot | At Passiv, we know you work hard for your money and we believe that your money s... | - |
Canada
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- | Canada (HQ) | 2017 | Crypto, Finance +3 | - |
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Low
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2
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166.4K (-10%) | 2 years ago | Seed | 6 | 3.2M | 889 | 5 months ago | |
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REITIUM | - | A Real Estate Marketplace empowering churches to raise capital via donations, gr... | REITIUM is a Real Estate Investment Marketplace that allows the everyday person... | - |
Canada
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- | Canada (HQ) | 2018 | Marketplaces, Real Estate +1 | [email protected] |
1
Low
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9
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976 | 1 year ago | Seed | 3 | 2.7M | 1471 | 6 months ago | |
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PureFacts Financial Solut... | - | - | We are the only End-to-End Revenue Management Platform dedicated to the Investme... | - |
Canada
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Toronto | Canada (HQ) + 4 | 2010 | Finance, Fintech +2 | [email protected] |
1
Low
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170
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2.5K (25%) | 2 years ago | Series Unknown | 3 | 61.1M | 19047 | 6 months ago | |
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Century Services Corp. | - | Century has served the financial and business community for over 40 years and is... | Century Services (CS) provides a full range of services and solutions to busines... | - |
Canada
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Calgary | Canada (HQ) + 3 | 1983 | Financial Services, Fintech +1 | - |
1
Low
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24
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976 (32%) | 6 years ago | Series Unknown | 1 | Unknown | 994 | 8 months ago | |
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Coinchange | - | Compliant market access to risk-managed quantitative defi yield investment produ... | Coinchange is a Canadian fintech company founded in 2018 with the mission to ena... | - |
Canada
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Toronto | Canada (HQ) + 2 | 2017 | Financial Services, Fintech +1 | [email protected] |
1
Low
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25
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572 (-100%) | 1 year ago | Series Unknown | 4 | Unknown | 5237 | 5 months ago | |
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Planworth | - | Planworth is a B2B SaaS platform that empowers advisors with the tools to guide... | Planworth is a cutting edge B2B SaaS platform for investment advisors and profes... | - |
Canada
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Toronto | Canada (HQ) | 2019 | Financial Services, Fintech +1 | - |
1
Low
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13
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489 | 4 years ago | Pre Seed | 1 | Unknown | 1034 | 8 months ago | |
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TelosTouch | - | Visibility and Engagement to Drive Growth | Financial Services professionals can’t easily uncover changing needs, bring thei... | - |
Canada
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Toronto | Canada (HQ) | 2017 | Financial Services, Fintech +2 | [email protected] |
1
Low
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19
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226 | 4 years ago | Non Equity Assistance | 1 | Unknown | 7419 | 6 months ago | |
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AGA Benefit Solutions | - | Doing More for Each Client | As a leader in the development and administration of customized group insurance... | - |
Canada
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Westmount | Canada (HQ) + 5 | 1978 | Financial Services, Insurance +1 | [email protected] |
1
Low
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248
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94.6K | 1 year ago | Private Equity | 1 | Unknown | 3014 | 5 months ago | |
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Nest Wealth (Objectway Gr... | - | We believe in the Value of Advice. We work to make sure that the best version of... | Nest Wealth is part of Objectway Group and is Canada's largest independent digit... | - |
Canada
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Toronto | Canada (HQ) | 2014 | Financial Services, Fintech +2 | [email protected] |
1
Low
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51
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85558 | - | Series Unknown | - | 55.9M | 6977 | 7 months ago | |
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Univeris | - | Univeris is the leader in enterprise-class wealth management solutions. | Univeris is the leader in enterprise-class retail wealth management solutions fo... | - |
Canada
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Toronto | Canada (HQ) | 1996 | Manufacturing, Wealth Management | [email protected] |
1
Low
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127
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83528 | - | Private Equity | - | - | 8922 | 5 months ago | |
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VoPay | - | VoPay is a leader in payment innovation, digitizing payments with speed and tran... | VoPay’s Fintech-as-a-Service platform allows any company to embed financial serv... | - |
Canada
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- | Canada (HQ) | 2014 | Financial Services, Health Care +6 | [email protected] |
1
Low
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41
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71808 | - | Seed | - | - | 7418 | 5 months ago | |
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obsiido | - | The Alternative Investments Platform |
Obsiido is Canada’s alternative investments platform. We empower Canadian weal... |
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Canada
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Toronto | Canada (HQ) | 2022 | Finance, Financial Services +2 | [email protected] |
1
Low
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6
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90652 | - | Pre Seed | - | - | 1626 | 5 months ago | |
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NexJ Systems | - | Improving the lives of advisors and bankers with an integrated experience | NexJ Systems is transforming how the financial services industry builds trusted... | - |
Canada
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Toronto | Canada (HQ) | 2003 | Computing, Enterprise Software +4 | [email protected] |
1
Low
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74
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2.7K (59%) | - | - | - | - | 6340 | 10 dxH 7Qv | |
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-logo.jpg "BMG Group Inc. (BMG)"){kind=logo}
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BMG Group Inc. (BMG) | - | Physical Bullion Ownership Matters: No Paper | No Proxies | No Certificates | No... | For years, BMG Group Inc. has been synonymous with integrity and reliability in... | - |
Canada
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Markham | Canada (HQ) | 2002 | Financial Services, Wealth Management | - |
1
Low
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21
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5.1K (11%) | - | - | - | - | 1366 | 5 months ago | |
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Cardinal Point Wealth Man... | - | Your Canada-U.S. Cross-Border Financial Advisor | Cardinal Point is a Canada-U.S. cross-border wealth management firm that provide... | - |
Canada
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Toronto | Canada (HQ) + 4 | 2009 | Finance, Financial Services +1 | - |
1
Low
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31
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9.4K (42%) | - | - | - | - | 1378 | 5 months ago | |
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Fusion Credit Union | - | Here for good. | At Fusion, we help our members live their best lives. We commit to ensuring our... | - |
Canada
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Hamiota | Canada (HQ) + 18 | 1943 | Finance, Financial Services +2 | [email protected] |
1
Low
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85
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18.9K (105%) | - | - | - | - | 918 | 5 months ago | |
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Croesus | - | Croesus offers innovative, powerful, and secure wealth management solutions. | Croesus provides innovative, high-performance, and secure wealth management solu... | - |
Canada
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Laval | Canada (HQ) + 2 | 1987 | Financial Services, Wealth Management | [email protected] |
1
Low
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230
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8.4K (-37%) | - | - | - | - | 7846 | 5 months ago | |
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Caldwell Wealth & Estate... | - | Knowledge. Strategy. Passion. Our strengths in play for you. |
Knowledge. Strategy. Passion. Our strengths in play for you. The advisors of Ca... |
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Canada
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Kingston | Canada (HQ) | 2011 | Finance, Wealth Management | [email protected] |
1
Low
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12
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1.5K (68%) | - | - | - | - | 157 | 1 year ago | |
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CUMIS | - | CUMIS is a subsidiary of Co-operators. | As the leading provider of insurance-related products and services to the Canadi... | - |
Canada
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Burlington | Canada (HQ) | 1937 | Financial Services, Insurance +1 | - |
1
Low
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324
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3.3K (-39%) | - | - | - | - | 2597 | 5 months ago | |
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Harness Investment Manage... | - | Working with your trusted advisor to keep you on the path to achieving your fina... | We deliver tailored and integrated investment management solutions to high net w... | - |
Canada
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Toronto | Canada (HQ) + 1 | 2019 | Finance, Financial Services +1 | [email protected] |
1
Low
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11
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75549 | - | - | - | - | 331 | 5 months ago | |
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-logo.jpg "York University Student Investment Fund (YUSIF)"){kind=logo}
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York University Student I... | - | The largest investment fund at York University | The York University Student Investment Fund is an endowment managed by undergrad... | - |
Canada
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Toronto | Canada (HQ) | 2016 | Financial Services, Wealth Management | [email protected] |
1
Low
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21
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1.2K (-43%) | - | - | - | - | 723 | 1 year ago | |
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Invico Capital Corporatio... | - | Visionaries in the art of alternative investments. | Invico Capital Corporation is an award-winning Canadian investment fund manageme... | - |
Canada
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Calgary | Canada (HQ) | 2005 | Financial Services, Wealth Management | [email protected] |
1
Low
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45
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2.2K (-15%) | - | - | - | - | 5111 | 5 months ago | |
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Frontwater Capital | - | Independent and objective. | In April 2009 at the height of the financial crisis, Jeff Kaminker recognized th... | - |
Canada
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Toronto | Canada (HQ) | 2009 | Financial Services, Wealth Management | [email protected] |
1
Low
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4
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226 | - | - | - | - | 159 | 8 6rI YAa | |
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LifePlan Investments | - | We are people too | At LifePlan Investments, we provide comprehensive and customized solutions caref... | - |
Canada
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Markham | Canada (HQ) + 3 | 2018 | Financial Services, Wealth Management +2 | [email protected] |
1
Low
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17
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1.4K (84%) | - | - | - | - | 762 | 5 months ago | |
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Libro Credit Union | - | A trusted financial partner for over 80 years. | Libro Credit Union is a full-service financial institution serving more than 117... | - |
Canada
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London | Canada (HQ) | 1943 | Financial Services, Banking +1 | - |
1
Low
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684
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250.1K (-11%) | - | - | - | - | 9869 | 5 months ago | |
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Consilium Assurance / Gro... | - | Protéger vos avoirs; sécuriser l'avenir | Depuis maintenant plus de 10 ans, nous aidons nos clients à réaliser leurs proje... | - |
Canada
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Montreal | Canada (HQ) + 5 | 2013 | Financial Services, Wealth Management +2 | [email protected] |
1
Low
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56
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1.0K (72%) | - | - | - | - | 842 | 5 months ago | |
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Hein Financial Group | - | Planning | Investments | Insurance | Advice | At Hein Financial Group we offer comprehensive financial planning, investment ma... | - |
Canada
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Calgary | Canada (HQ) + 1 | 1980 | Financial Services, Wealth Management | - |
1
Low
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15
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874 (83%) | - | - | - | - | 40 | 10 Rgz NLp | |
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Encasa Financial | - | Social purpose investment fund manager | Encasa Financial Inc. is a Canadian social purpose mutual fund company with a lo... | - |
Canada
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Toronto | Canada (HQ) + 1 | 2002 | Financial Services, Wealth Management | [email protected] |
1
Low
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15
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2.2K (29%) | - | - | - | - | 708 | 4 z8I Phm | |
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Atlasview Equity Partners | - | An Investment Firm Built For Founders. | Atlasview Equity Partners is a founder-first private equity firm specializing in... | - |
Canada
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Toronto | Canada (HQ) | 2020 | Financial Services, Wealth Management | - |
1
Low
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2
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874 (-100%) | - | - | - | - | 813 | 1 year ago | |
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Canada Life | - | Helping Canadians improve their financial, physical and mental well-being. | At Canada Life, we’re focused on improving the financial, physical and mental we... | - |
Canada
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Toronto | Canada (HQ) + 1 | 1847 | Finance, Financial Services +3 | - |
1
Low
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12683
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3.6M | - | - | - | - | 134773 | 5 months ago | |
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First Affiliated Holdings... | - | Integrated Family Wealth Management | First Affiliated is a Canadian leader in the modern-day Family Office business.... | - |
Canada
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Collingwood | Canada (HQ) + 2 | 1989 | Finance, Financial Services +1 | - |
1
Low
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12
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593 | - | - | - | - | 115 | 10 rcS 16e | |
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Tacita Capital Inc. | - | A private multi-Family Office providing leading-edge portfolio & wealth manageme... | Tacita Capital is a private and independent multi-Family Office that provides ad... | - |
Canada
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Toronto | Canada (HQ) | 2005 | Finance, Wealth Management | [email protected] |
1
Low
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15
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1.1K | - | - | - | - | 2566 | 5 months ago |