The wealth management sector has long been the realm of traditional financial institutions, but a wave of startups in Toronto, Ontario, are disrupting the status quo. These innovative startups leverage advances in technologies like artificial intelligence, fintech, machine learning, and more to provide groundbreaking services and platforms. From AI-enhanced portfolio management to marketing automation tools for financial companies, these 15 startups are shaping the future of wealth management.
They offer a diverse range of services to take the financial world by storm. Financial advisors, asset management sales teams, individuals, and businesses alike can take advantage of these platforms to gain insights, manage their assets and make profitable decisions. Let’s dive in and explore these promising startups.
While traditional wealth management has typically entailed some degree of human touch, a new wave of technology-enabled startups is irrefutably shaping up to redefine tomorrow’s industry landscape.
Boosted.ai
Boosted.ai is leveraging the power of artificial intelligence to drive better portfolio management outcomes for the global financial industry. Founded by Jonathan Dorando and Joshua Pantony, this startup operates in the intersection of finance, AI, Machine Learning, and software.
CapIntel
Recognized as an investment sales platform that is enhancing the way advisors and asset management sales teams operate in North America, CapIntel was launched by James Rockwood, Maxim Moreau, and Rob Crnkovic.
Aviso Wealth
Aviso Wealth, led by William Packham, is a national financial services company that offers a range of wealth management strategies and solutions.
Planworth
Planworth, the brainchild of James A. Fraser and Tarsem Basraon, is a B2B SaaS platform built to empower investment advisors and firms with result-driven tools to guide a client’s wealth journey.
Seedwell
Specializing in wealth management, savings, credit cards, pension accounts, and personal mortgages, Seedwell has emerged as an effective AI platform in the wealth management space.
Finliti
Retail investors are not left out, thanks to Finiti‘s founder, Jennifer Schell. This platform is designed to help retail investors develop effective trading and investment strategies customized to their risk profile.
Chronicle Wealth
Chronicle Wealth increases the accessibility of wealth management to a broader audience, offering comprehensive services in financial services, insurance and wealth management.
Agora Dealer Services
Catering to the need for diversified services, Agora Dealer Services, founded by Jeff Thorsteinson, provides advice, wealth management, accounting, trade and practice management services
Ahava Holdings & Ventures
Ahava Holdings & Ventures has established itself as a private equity firm retaining its focus on the construction of strong technology and media companies. The firm was founded by Janét Aizenstros.
Shire Capital Management
At Shire Capital Management, Daren Taylor and his team bring a unique perspective to investment management, making a considerable impact on the wealth management industry.
Nvestiv
Nvestiv, founded by Saad Hassan, is an investment firm leveraging analytics and artificial intelligence to help clients manage their wealth.
ReachStack
ReachStack brings an innovative spin, offering marketing automation tools designed specifically for financial services companies.
Hedonic Capital
Founded by Ethan Simoneau, Hedonic Capital aspires to alleviate the financial management burden from expanding businesses, allowing them to focus on operation and growth.
Danilee Capital
Danilee Capital, launched by Lindsay Wilson, is a private equity investment firm that opens up opportunities for long term investments and crowdfunding for companies.
Harness Investment Management
Lastly, Harness Investment Management enters the playing field with custom-tailored and integrated investment management solutions that are practical, efficient, and reliable.
Each of these Toronto-based startups is making a significant and unique impact on the wealth management industry. By putting technology at the heart of their services, they are pushing the boundaries of what’s possible and paving the way for a new era in wealth management.
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