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

July 23, 2021
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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

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Top Waterloo, Ontario Financial Services Startups

Data sourced from Crunchbase and SemRush.

Garage Capital

Garage Capital

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Periculum

Crunchbase Website Twitter Facebook Linkedin

Periculum is an alternate credit assessment solution for underserved markets.

Periculum

Lean Payments

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

ChangeIt

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

TaxPrep

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Thread

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Emerging Star Investment Group

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Baker Tilly Canada

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Economical Insurance

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

SimpleDirect

Crunchbase Website Twitter Facebook Linkedin

Democratizing home-improvement financing.

Periculum

ManuLife Bank

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

RDM Corporation

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Equitable Life of Canada

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Betterworth

Crunchbase Website Twitter Facebook Linkedin

Betterworth is a cognitive AI platform for the financial services industry

Periculum

FaithLife Financial

Crunchbase Website Twitter Facebook Linkedin

FaithLife Financial provides insurance and investment solutions.

Periculum

Stock Target Advisor

Crunchbase Website Twitter Facebook Linkedin

Financial Markets, Analytics

Periculum

Laurier Student Investment Fund

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Canadian MoneySaver

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Silqe Inc

Crunchbase Website Twitter Facebook Linkedin

Financial Search at your fingertips

Periculum

Sentry Group

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Kudsia Leith Sanchez

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Blair Financial Services

Crunchbase Website Twitter Facebook Linkedin

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

Periculum

Ogilvie Daugherty Financial Services

Crunchbase Website Twitter Facebook Linkedin

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

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