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23 Top Financial Services Startups and Companies in Waterloo, Ontario (2021)

This article showcases our top picks for the best Waterloo, Ontario 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 Waterloo, Ontario Financial Services Startups

Data sourced from Crunchbase and SemRush.

Garage Capital

Garage Capital

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Garage Capital is an investment fund focusing on early-stage companies in the Waterloo area.

Periculum

Periculum

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Periculum is an alternate credit assessment solution for underserved markets.

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Lean Payments

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Lean Payments empowers Canadian SMEs to succeed in the global economy by simplifying International cash flow management

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ChangeIt

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A technology based start-up that provides an innovative approach to charitable giving.

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TaxPrep

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TaxPrep providing small businesses with bookkeeping and tax preparation in real time by AI.

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Thread

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Thread connects dealers in finding the right lenders by allowing pre-made responses and negotiations.

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Emerging Star Investment Group

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Emerging Star Investment Group is focused on investment research and publishing based on specific Canadian and emerging market investments.

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Baker Tilly Canada

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Baker Tilly Canada provides a full complement of financial services across every major industry sector.

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Economical Insurance

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Economical Insurance is one of Canada’s largest insurers, serving customers from coast to coast with a range of car insurance

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SimpleDirect

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Democratizing home-improvement financing.

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ManuLife Bank

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ManuLife Bank is a federally regulated bank that offers banking, financial and investment services.

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RDM Corporation

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RDM Corporation is a provider of specialized hardware and software solutions in the electronic payment industry.

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Equitable Life of Canada

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Equitable Life of Canada is an Individual Life and Health insurance services company located in Waterloo.

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Betterworth

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Betterworth is a cognitive AI platform for the financial services industry

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FaithLife Financial

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FaithLife Financial provides insurance and investment solutions.

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Stock Target Advisor

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Financial Markets, Analytics

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Laurier Student Investment Fund

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Laurier Student Investment Fund is an angel investment company located in Waterloo.

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Canadian MoneySaver

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Canadian MoneySaver is an acclaimed investment advisory with a recognized reputation for providing a trustworthy and down-to-earth service.

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Silqe Inc

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Financial Search at your fingertips

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Sentry Group

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Sentry Group Motivating Success is a financial services data integration company located in Waterloo.

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Kudsia Leith Sanchez

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Kudsia Leith Sanchez is a financial services company located in Waterloo.

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Blair Financial Services

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Blair Financial Services specializes in investment preparation, retirement planning, benefits consulting and financial management solutions.

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Ogilvie Daugherty Financial Services

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Ogilvie Financial Services Inc. offers financial services that includes financial planning and business profit solutions.

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