Mark Dunn
This article showcases our top picks for the best Calgary based Financial Services companies. These startups and companies are taking a variety of approaches to innovating the Financial Services industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Calgary Financial Services Startups
Data sourced from Crunchbase and SemRush.
Neo Financial
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Neo Financial is a FinTech company that provides spending, savings, and rewards programs.
Symend
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Symend’s digital engagement platform uses behavioral science and data-driven insights to empower customers to resolve past due bills.
Meridian Credit Union
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Meridian Credit Union is the credit union and the third largest in Canada.
Alaris Equity Partners
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Alaris Royalty provides alternative financial services, such as long-term equity capital, for private businesses in North America.
ZayZoon
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ZayZoon gives employees access to their paycheck at any point in the pay cycle.
NDAX
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NDAX is a Canadian cryptocurrency exchange offering a world-class experience to safely trade digital assets.
vogogo
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Vogogo is a web application that provides paperless invoicing with online payment services.
National Bank of Canada
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National Bank of Canada is a bank to provide financial services to consumers and businesses.
PayShepherd
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PayShepherd is a fintech platform that helps you manage your contractor billing.
Accelerate Financial Technologies
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Accelerate Financial Technologies develops a suite of exchange-traded hedge funds and alternative strategies.
Helcim Inc.
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Helcim makes it easier for businesses to accept debit and credit cards.
Solium
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Solium is a provider of web-based stock plan administration technology and services.
Intelfolio
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Intelfolio is a cloud-based anonymous financial bench marking tool.
Shareworks by Morgan Stanley
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Shareworks by Morgan Stanley is all in one platform for participants,administration and financial reporting.
Celero
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Celero Delivering reliable, innovative and cost-effective financial technology solutions.
Longbow Capital
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Longbow Capital is a private equity investment management company that invests in the energy and technology sector.
Flahmingo
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Flahmingo is an investment app for retail investors to begin investing commission-free using fractional shares starting at $1.
OneVest
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OneVest is a FinTech company reinventing wealth & investment management.
AltruWisdom
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AltruWisdom is a subscription-based platform with knowledge and tools to make Canadians financially resilient.
Acumen Capital Finance Partners
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Acumen Capital Finance Partners is an investment firm providing wealth management, sales, retail brokerage, and research services.
Ownest Financial
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Ownest Financial is a innovative provider of autonomous financing software.
Lendingarch
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Lendingarch is a finance company that offers, personal loans, insurance, car loans and credit cards.
Link Investment Management
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Link promotes financial wellness in the workplace, with innovative, cloud-based plans for small and midsized businesses.
FirstEnergy Capital
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FirstEnergy Capital is an energy specialist investment bank.
Bull Bitcoin
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Bull Bitcoin provides bitcoin services for users in Canada.
Founders Advantage Capital
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FA Capital is listed on the TSX Venture Exchange under the symbol “FCF” and employs a passive and permanent investment approach.
Finmo
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Finmo helps mortgage professionals offer their clients a truly digital experience.
Catalyx
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Catalyx provides a blockchain trading platform for virtual currencies and digital assets.
H & R Block Canada
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H & R Block Canada offers income tax preparation, tax returns, filing, and advisory services in Canada.
Waterous Energy Fund
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Waterous Energy Fund is a private equity firm specializing in oil and gas investments.
Trigger
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Award-winning marketing and financial communications
DirectCash Payments
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DirectCash Payments is one of the ATM services providers.
Connect First Credit Union
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Connect First Credit Union is a financial services fintech company located in Calgary.
Simplicity
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Simplicity is a private mortgage application platform for both the broker and the borrower.
Altacorp Capital
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AltaCorp Capital is an investment banking company.
DealPoint Capital
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The private capital markets platform to digitize and automate investor on-boarding and investment execution.
Cavirtex
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Cavirtex is a Canadian bitcoin exchange platform.
Rafflebox
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Rafflebox is a platform that helps non-profits companies to raise funds online.
Odyssey Trust Company
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Odyssey Trust Company is a financial services company located in Calgary.
Clarity.ca Inc
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Clarity.ca Inc. (Clarity) is a web-based business solutions provider specializing in the healthcare and financial services sectors.
FBC
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FBC provides income tax and estate planning services that help Canadian farmers and other rural small business owners.
Integrity Technology Solutions
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Integrity Technology Solutions (ITS) develops technology to build trust for transactions.
True North Mortgage
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True North Mortgage provides unified service in-person, online or on the phone.
eCloudATM
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eCloudATM is a P2P fintech platform for sending and receiving money in local currencies using a computer & smartphone.
Chroma Technologies
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Chroma Technologies provides financial technology and property solutions to enhance the rental experiences.
Stocktrades Ltd
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Canadian financial website that provides investing information and top stock picks for beginners
Leede Jones Gable
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Leede Jones Gable is a finance impact investing company located in Calgary.
AVAC Group
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AVAC Group is a company that provides multi-stage venture capital financing support.
GiraffePlan
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GiraffePlan is a fintech startup that offers tools and helps consumers find competitive banking, mortgage, credit card and loan rates.
Yr Plans
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Yr Plans is a developer of a financial platform that offers financial plans for employees.
Frame Financial
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Frame Financial offers free automated online financial planning service that empowers Canadians to make better decisions with their money.
Encompass Credit Union Ltd.
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Encompass Credit Union is a solid financial institution with approximately 9,000 members, and 80 employees serving 7 locations.
Pinnacle Wealth Brokers
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Pinnacle Wealth Brokers is a financial service company that engages in corporate finance, insurance, portfolio strategy and investments.
Inviva
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Inviva offers life insurance and annuity products in the United States.
The A100
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The A100 is peer community of seasoned tech founders and entrepreneurs that supports the next generation of Alberta’s tech entrepreneurs.
QuickEstate
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QuickEstate is a software application that assist financial advisors and clients with estate organization and settlement.
SANDSTONE Asset Management Inc
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SANDSTONE – Calgary based firm offering global discretionary investment management to private individuals, foundations, and family trusts.
Greatway Financial
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Greatway Financial is a financial services real estate company located in Calgary.
The 51 Ventures
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The51 is a financial feminist platform that aims to build mutual wealth and social impact.
Century Services
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Century Services is a financial services fintech company located in Calgary.
Tykera
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Tykera provides growth capital for amateur sports organizations by using enrollment fees as security.
Olympia Trust Company
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Olympia Trust Company is a financial services company located in Calgary.
Windmill Microlending
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Windmill Microlending is a charity that offers loans to help immigrants and refugees restart their careers in Canada.
Foresight Financial
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Foresight Financial is a financial service provider company.
SheStock Inc.
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A female-focused investment community and online platform.
Oro Services
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Oro Services improves the way people use remittance to support families while working abroad.
Calgary Social Value Fund
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Calgary Social Value Fund is a student-led investment fund that supports local Calgary-based social purpose organizations.
Accelerate Fund
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Accelerate Fund represents a partnership of organizations to share their collective expertise and capital to help.
Olympia Financial Group
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Olympia Financial Group is a company dedicated to building technological solutions for the exempt market and financial services industry.
Kng Capital
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KNG Capital is a Venture Capital & Private Equity company located in Calgary.
Exhibition Capital
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A Calgary based private equity firm that invests in technologically advanced businesses.
Wealthco.
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Wealthco is a financial services wealth and management company located in Calgary.
Capitalnow
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Capitalnow is a financial services company located in Calgary.
Exempt Edge
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Exempt Edge is a financial services company located in Calgary.
Exceedia Consulting
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Exceedia Consulting is a financial services consulting company located in Calgary.
SPS Fintech
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SPS fintech is one-stop-shop software solution for all your financing, insurance and home purchasing needs.
Investor Labs
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Investor Labs provides software design, engineering, and financial services.
Alta West Capital
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Alta West Capital is a financial exchanges financial services company located in Calgary.
InsureMy
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InsureMy is a Canadian based Insurance brokerage offering Personal & Commercial products.
Auspice Capital
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Auspice focuses on applying rules-based investment strategies across a broad range of financial and commodity markets.
Stride Capital Corp
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Stride Capital Corp is a financial services company located in Calgary.
Sunesis
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Sunesis focuses on enterprise risk management, accounting, audit management and financial services.
Gallagher
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Gallagher is the largest insurance,risk management and benefits consulting firms.
Credit Union Central Alberta
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Credit Union Central Alberta is a financial institutions that offer a variety of products and services with one big difference.
Prairie Merchant Corporation
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Prairie Merchant Corporation provides investment banking services.
Coinage
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Coinage provides financial services for cryptocurrency investors.
ÆVUS Venture Partners
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ÆVUS Venture Partners specializes in investment management and corporate development advisory services.
Finch Financial
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Finch Financial help people take control of their financial story through educational and contextual tools.
Brisco Capital
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An Investor Relations consultancy that acts as a bridge of communication between public equities and the investment community.
Gbl
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Gbl is specialize for retirement planning, taxation and actuarial knowledge and a portfolio of business financial solutions.
Macmillan Estate Planning
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Macmillan Estate Planning is a finance fintech company located in Calgary.
Superior Lodging Corp
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Superior Lodging Corp. is a privately owned, Calgary-based hotel development and investment company.
First Calgary Financial
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First Calgary Financial is a financial services company located in Calgary.
El Fresko Technologies
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Long-Term Storage & Compliance Archiving
First Foundation
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First Foundation is an independent Alberta mortgage brokerage. Contact us to help you secure the best mortgage rates.
Besure
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Besure provides insurance and risk management services.
SharkIndicators
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SharkIndicators is a developer of automated forex & equities trading tools.
A-WIN Insurance
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A-WIN Insurance is a digital insurance brokerage providing Home, Car, and Business Insurance at a competitive and affordable price.
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