19 Top Wealth Management Startups and Companies in Alberta

This article showcases our top picks for the best Alberta 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 Alberta Wealth Management Startups

Data sourced from Crunchbase and SemRush.

LawDepot

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LawDepot is the most advanced publisher of do-it-yourself legal documents.

Century Services

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Century Services is a financial services fintech company located in Calgary.

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.

SmartBe Investments

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SmartBee Investments is a financial management firm that provides investment strategies, quantitative fund & wealth management services.

Kinsted Wealth

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Kinsted Wealth is a financial advisory and wealth management firm.

Catalyst

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Catalyst specializes in providing financial services including accounting, taxation advisory, wealth management and business development.

Invico Capital

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Invico Capital is an investment fund management company that provides a variety of alternative investing and financing solutions.

Wealthco.

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Wealthco is a financial services wealth and management company located in Calgary.

Zelos Capital

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Zelos Capital specializes in providing wealth management, investment strategies, corporate advisory and financial services.

Sagium

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Sagium provides wealth, health, and estate management services.

Grant Thornton Canada

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Grant Thornton Canada is a financial services fintech company located in Calgary.

Midnight Sun Financial

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Midnight Sun Financial is involved in investments and trading in Forex markets along with innovative derivatives and securities.

Peterson Capital

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Peterson Capital offers corporate communication, capital market advisory and merchant banking services to help release the power of retail.

Norrep Capital Management

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Norrep Capital Management provides Canadians with an independent choice for their investments.

Raintree Wealth Management

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Raintree Wealth Management specializes in portfolio management and wealth management services.

Hein Financial Group

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Hein Financial Group is a financial institution that offers financial, retirement, and estate planning.

Richmond Advisory Services

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Richmond Advisory Services provides residential and commercial property management services across Canada.

The Tower Group

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The Tower Group have been at the forefront of providing superior career services to Job Seekers and its clients.

Mclean & Partners Wealth Management

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Mclean & Partners Wealth Management is a highly dedicated financial professionals a investing and client service.