Mark Dunn
This article showcases our top picks for the best British Columbia based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management 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 British Columbia Wealth Management Startups
Data sourced from Crunchbase and SemRush.
REITIUM
Crunchbase Website Twitter Facebook Linkedin
REITIUM is a blockchain real estate marketplace that allows anyone become a real estate investor for as little as $100.
Agreement Express
Crunchbase Website Twitter Facebook Linkedin
SaaS platform that automates the client onboarding process for financial services firms.
Responsive
Crunchbase Website Twitter Facebook Linkedin
The enterprise hybrid wealth management solution for service excellence and actionable insights.
Nicola Wealth Management
Crunchbase Website Twitter Facebook Linkedin
Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.
RiskMetrics
Crunchbase Website Twitter Facebook Linkedin
RiskMetrics provides a digital risk tolerance toolkit to Financial Advisors allowing them to better understand their clients’ risk profiles.
BlueShore Financial Credit Union
Crunchbase Website Twitter Facebook Linkedin
BlueShore Financial is a full-service financial institution offering a wide range of banking, borrowing, wealth management and insurance.
Equifaira Partners
Crunchbase Website Twitter Facebook Linkedin
Equifaira Partners is a management consulting company that provides consulting services.
Promerita Group
Crunchbase Website Twitter Facebook Linkedin
Promerita Group specializes in offering wealth management, strategic planning, real estate advisory and corporate finance services.
Cv Trustco
Crunchbase Website Twitter Facebook Linkedin
Cv Trustco is a financial services fintech company located in Vancouver.
AssetPlus Financial Services
Crunchbase Website Twitter Facebook Linkedin
AssetPlus Financial Services offers insurances, wealth management, financial planning and financial services.
Covenant Family Wealth Advisors
Crunchbase Website Twitter Facebook Linkedin
Covenant Family Wealth Advisors is a wealth management company located in Langley.
Delphi Advisers
Crunchbase Website Twitter Facebook Linkedin
Delphi Advisers offers wealth management, investment management, business advisory, legacy planning and retirement planning services.
ClearWealth Advisors
Crunchbase Website Twitter Facebook Linkedin
ClearWealth Advisors provides medical-financial planning and wealth management services for doctors.
First Nations Finance Authority
Crunchbase Website Twitter Facebook Linkedin
First Nations Finance Authority provides investment and capital planning advisory services.
TFP Investment Counsel
Crunchbase Website Twitter Facebook Linkedin
TFP Investment Counsel is a finance company that helps in wealth management & investment management in bills, stocks, bonds & ETFs.
Thom & Associates
Crunchbase Website Twitter Facebook Linkedin
Thom & Associates is a retirement financial services company located in Kelowna.
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