Mark Dunn
This article showcases our top picks for the best Canada based Personal Finance companies. These startups and companies are taking a variety of approaches to innovating the Personal Finance 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 Canada Personal Finance Startups
Data sourced from Crunchbase and SemRush.
Wealthsimple
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Wealthsimple offers financial tools to help investors grow and manage their money.
KOHO Financial
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KOHO Financial provides an application based banking platform intended to simplify financial products available to everyone.
Goldmoney
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Goldmoney is a financial services group that combines the unique attributes of gold with technology-driven innovation.
Wise Publishing
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Wise Publishing is a personal finance publisher whose popular online properties.
Capital Lending Centre
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Capital Lending Centre provides mortgage agents with support and tools they need to provide their clients an exceptional experience.
BCI
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BCI offers investment management services that help clients generate investment returns, be financially secure while protecting their funds.
Vuru
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Vuru’s analysis engine does thousands of hours of stock analysis in seconds.
QUBER
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QUBER is a money saving application that helps users take control of their finances and reach their saving goals.
Traden, Inc.
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Traden combines interactive user generated educational content and a social community of trading teams to create the world’s first social tr
Helium Investments Inc.
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Helium Investments – Give your savings a lift
Passiv
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Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv.
Ferst Capital Partners – FCP
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FCP is a private investment firm which invests in venture capital, private equity, public markets, sector-focused funds and crypto assets.
HealthBank
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The leading consumer & enterprise healthcare payments infrastructure for patients, providers, pharmacies, insurance carriers, benefits & HR.
Odlum Brown
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Odlum Brown Limited is a financial services company located in Vancouver.
Voleo
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Voleo has developed mobile investment club apps and owns a FINRA registered broker-dealer.
Benji
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Benji finds tax write-offs for Canadian freelancers. On average, our users find $9,387.53 in tax savings per year!
Cibc Mellon
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CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors.
Global X Change
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Global X Change is a Canadian Financial Technology company which has created the world’s first Exchange Operating System (ExchangeOS).
SkyCap Financial
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SkyCap Financial is an Ontario company that provides alternative financing to Canadians.
DDStocks
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DDStocks is a financial terminal that provides financials charting and advanced stock screener.
Masscoinex
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Cryptocurrency Exchange, Buy, Sell, Trade & Exchange Cryptocurrency Online.
Loans Canada
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Loans Canada is a loan search platform that connects borrowers with Canada’s top lenders.
creditcardGenius
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Leading credit card comparison engine that rates 126+ features of nearly 200 different Canadian credit cards.
MoneySense Magazine
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MoneySense is Canada’s best-selling investment and lifestyle brand about all things money.
Stocktrades Ltd
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Canadian financial website that provides investing information and top stock picks for beginners
CalendarBudget
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Simple personal finance on a calendar. Track your present finances and plan ahead for your future.
KAIRA
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Kaira, is a Financial Wellness App that will help people achieve a better financial life by understanding their psychological profile
Evolve Etfs
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Evolve Etfs is a financial services company located in Toronto.
Access Community Capital Fund
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Access Community Capital Fund is a financial services company located in Toronto.
Selectpath Benefits And Financial
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Selectpath Benefits And Financial is a finance company located in London.
Stride Capital Corp
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Stride Capital Corp is a financial services company located in Calgary.
Pay2day
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Pay2day is a Financial Services company located in Brampton.
Perfiqt.com
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Perfiqt is AI that uses gamification to simplify finance to help people make smarter life decisions.
Caro
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Caro provides personalized financial guidance and banking services.
Wealthforce
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Wealthforce Inc. provides a range of mutual fund products, technology, tools and services.
INTEGRIS Pension Management Corp
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Integris is a sole provider of personal pension plans for Canadians.
Marrelli Support Services
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Marrelli Support Services is a financial services company located in Toronto.
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