71 indexable Asset Management companies headquartered in British Columbia, Canada, ranked by total equity funding and recent funding momentum. Combined disclosed equity funding of $427M across 6 funded companies.
| # | Company | Funding | Valuation | Stage | Latest round | Employees | Founded | Momentum |
|---|---|---|---|---|---|---|---|---|
| 1 |
Wellington-Altus
Provider of wealth management services |
$98.1M | — | Series C | Series C Dec 2023 | 750 | 2017 | — |
| 2 |
Harbourfront Wealth Management
Provides wealth management services |
$310.9M | — | Late Stage | PE Jun 2022 | — | 2013 | — |
| 3 |
Lexaria Bioscience
Developer of drug delivery technology designed to improve drug absorption |
$8.3M | — | Public | Post IPO Oct 2023 | 6 | 2004 | — |
| 4 |
Clarity Gold
Diversified investment management firm |
$8.3M | — | Public | Post IPO Feb 2021 | — | 2020 | — |
| 5 |
IWEUS HEALTH
Investment management firm |
$1.2M | — | Deadpooled | Seed Jul 2019 | — | 2017 | — |
| 6 |
Trez Capital
Real estate fund focused on debt financing strategies |
$11.9K | — | Public | Unattributed Aug 2021 | 177 | 1997 | — |
| 7 |
BCI
Diversified investment management firm |
— | — | Funding Raised | Conventional Debt Jan 2025 | 2,037 | 1999 | ↑ Active |
| 8 |
Global Wellness Strategies
Provider of financial and operational management services |
— | — | Public | Feb 2022 | — | 1998 | — |
| 9 |
Western Pacific Trust
Diversified investment management firm |
— | — | Public | Sep 2020 | — | 1964 | — |
| 10 |
Strategic Metals
Mineral resources focused investment management firm |
— | — | Public | Post IPO Mar 2011 | — | 1994 | — |
| 11 |
AAREA
Consumer and SME loans provider of private loan |
— | — | Unfunded | — | — | 2012 | — |
| 12 |
ACM Advisors
Provider of financial advisory services |
— | — | Acquired | — | — | 1993 | — |
| 13 |
AlphaDelta
Provider of fund and ETFs services |
— | — | Unfunded | — | — | 2014 | — |
| 14 |
Altamont Group
Investment advisory firm |
— | — | Unfunded | — | — | 2000 | — |
| 15 |
arbutus financial
Arbutus Financial offers wealth management, debt strategies, employee benefit plans, financial and insurance planning services. |
— | — | Acquired | — | 11 | 1997 | — |
| 16 |
Arbutus Partners
Provider of asset management services |
— | — | Unfunded | — | — | 2013 | — |
| 17 |
Black Lion Capital
Diversified investment management firm |
— | — | Deadpooled | — | — | 2015 | — |
| 18 |
Canaccord Genuity
Wealth management firm |
— | — | Unfunded | — | — | 2005 | — |
| 19 |
Canada Financial
Provider of financial advisory services |
— | — | Unfunded | — | 139 | 2000 | — |
| 20 |
Chalten Fee-Only Advisors
Financial planners and investment management firm |
— | — | Unfunded | — | — | 2014 | — |
| 21 |
Compass Advisory Group
Provider of investment management and financial advisory services |
— | — | Unfunded | — | — | 2018 | — |
| 22 |
Cypher Metaverse
Venture capital firm focused on technology, blockchain, and fintech sectors |
— | — | Unfunded | — | — | 2009 | — |
| 23 |
Cypress Capital Management
Diversified asset management firm |
— | — | Unfunded | — | — | 1998 | — |
| 24 |
De Verteuil
Provider of integrated financial planning, accounting, tax advice, and investment management. |
— | — | Unfunded | — | — | 2011 | — |
| 25 |
Deans Knight Income Corporation
Diversified investment management firm |
— | — | Deadpooled | — | — | 1985 | — |
| 26 |
Deetken Impact
VC firm specialising in social impact investment in SMEs |
— | — | Unfunded | — | — | 2007 | — |
| 27 |
Dixon Mitchell
Provider of investment management services |
— | — | Unfunded | — | — | 2000 | — |
| 28 |
Engrace Financial
Provider of financial planning, wealth accumulation, and insurance solutions |
— | — | Unfunded | — | — | 2015 | — |
| 29 |
ESG Global Impact Capital
Venture capital firm investing in multiple sectors |
— | — | Public | — | — | 2010 | — |
| 30 |
Fieldhouse
Investment management firm |
— | — | Unfunded | — | — | 2010 | — |
| 31 |
Financial Confidence
Provider of financial strategies for business families, owners, executives, and professionals |
— | — | Unfunded | — | — | 2001 | — |
| 32 |
Genus Capital Management
Diversified investment management firm |
— | — | Unfunded | — | — | 1989 | — |
| 33 |
genus capital management inc
Genus Capital Management is an independent investment management firm based in Vancouver. |
— | — | Private | — | 50 | 1989 | — |
| 34 |
Glory Gray
Provider of financial planning and investment management services for women |
— | — | Unfunded | — | — | 2018 | — |
| 35 |
Great Bear Royalties
Diversified investment management services |
— | — | Acquired | — | 4 | 2020 | — |
| 36 |
Grewal Capital Corp
Private equity fund focused on multiple sectors |
— | — | Deadpooled | — | — | 2008 | — |
| 37 |
Inflection Management
Diversified investment management firm |
— | — | Deadpooled | — | — | 2009 | — |
| 38 |
Insurewealth
Provider of insurance solutions and wealth management services for businesses |
— | — | Unfunded | — | — | 2007 | — |
| 39 |
Ivaldi Venture Capital
Infrastructure fund focused on mining and energy sectors |
— | — | Deadpooled | — | — | — | — |
| 40 |
Langlois Brown
Provider of wealth management, investment advisory, and other services |
— | — | Unfunded | — | — | 2004 | — |
| 41 |
Leede Jones Gable
Provider of financial advisory services |
— | — | Unfunded | — | 186 | 1965 | — |
| 42 |
Leith Wheeler
Provider of investment management services |
— | — | Unfunded | — | 110 | 1982 | — |
| 43 |
Lugen Family Office
Offers institutional family office services for UHNW families and financial institutions |
— | — | Unfunded | — | — | 2009 | — |
| 44 |
Mars Investor Relations
Corporate advisory firm |
— | — | Unfunded | — | — | 2018 | — |
| 45 |
Maxam Capital Management
Provider of investment management services |
— | — | Unfunded | — | — | 2008 | — |
| 46 |
Montridge Advisory Group
Provider of employee benefits & retirement planning services |
— | — | Acquired | — | 8 | 1919 | — |
| 47 |
Nicola Wealth
Wealth management services and fund of funds investing in growth-equity companies |
— | — | Unfunded | — | 448 | 1994 | — |
| 48 |
Osoyoos Indian Band
Provider of investment management services |
— | — | Unfunded | — | — | 2000 | — |
| 49 |
Pender
Diversified investment management firm |
— | — | Public | — | 75 | 2003 | — |
| 50 |
Performingequity
Provider of real estate development and investment opportunities for investors |
— | — | Unfunded | — | — | 2015 | — |
Provider of wealth management services
Provides wealth management services
Developer of drug delivery technology designed to improve drug absorption. The technology enhances the effectiveness of active pharmaceutical ingredients. It formulates therapeutics into oral formats like tablets and suspensions. The technology is available for licensing to improve existing or create new products.
Diversified investment management firm
Investment management firm
Real estate fund focused on debt financing strategies
Diversified investment management firm
Xtacy Therapeutics Corp Formerly Global Wellness Strategies Inc is a debt financing company. The company provides a debt financing facility to help companies build their valuation and get to the next level in its financing cycle without giving away equity prematurely in their growth cycle. It is focusing on providing finance to medical cannabis, hemp, and CBD-related, healthcare-related target companies.
Western Pacific Trust Co is a non-deposit-taking independent trust company. The company acts as Trustee for Self-Administered Registered Retirement Savings Plans (RRSP), which permit investors the tax-deferred benefits of a registered plan while maintaining control over their investment choices. It also offers self-administered Tax-Free Savings Accounts (TFSA), within which clients can earn tax-free investment income
Mineral resources focused investment management firm
Consumer and SME loans provider of private loan
It is a canadian company that offers advisory services. They provide support in areas such as commercial real estate, investment management, and financial planning.
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Audax Private Equity
Longford Capital
SS Investment Group
The Cynosure Group
Rankings are computed by Radar (Fliar BI) from the Radar company master and are updated periodically. Funding and momentum scores use disclosed equity-funding data only. Figures may lag private rounds. Last updated 2026-06-23.
