Best Asset Management Companies in Vancouver, Canada
The 59 best Asset Management companies in Vancouver, Canada in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Harbourfront Wealth Management.
Ranked: Best Asset Management companies in Vancouver
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Harbourfront Wealth Management Provides wealth management services | $311M | 48 mo ago | Late Stage | Danny Popescu Chief Executive Officer | 2013 | WordPressMySQLPHP+31 | — |
| 2 | Wellington-Altus Provider of wealth management services | $98M | 31 mo ago | Series C | — | 2017 | WordPressApple iCloud MailMicrosoft 365+28 | — |
| 3 | Clarity Gold Diversified investment management firm | $8M | 65 mo ago | Public | James Rogers CEO | 2020 | — | — |
| 4 | IWEUS HEALTH Investment management firm | $1M | 83 mo ago | Deadpooled | James Clarke CEO & President | 2017 | — | — |
| 5 | Trez Capital Real estate fund focused on debt financing strategies | $12K | 58 mo ago | Public | Morley Greene Founder & Executive Chairman | 1997 | WordPressMySQLPHP+18 | — |
| 6 | Global Wellness Strategies Provider of financial and operational management services | — | 52 mo ago | Public | Meris Kott CEO | 1998 | — | — |
| 7 | Western Pacific Trust Diversified investment management firm | — | 70 mo ago | Public | Alison Alfer CEO | 1964 | WordPressMySQLRedis+20 | — |
| 8 | Strategic Metals Mineral resources focused investment management firm | — | 183 mo ago | Public | Douglas Eaton CEO | 1994 | WordPressMySQLPHP+16 | — |
Top 8 Asset Management companies in Vancouver
#1
Series C · Vancouver, British Columbia · founded 2017 · 750 employees$98.1Mraised▾
Provider of wealth management services
- Dec 2023Series C$29.5M
- Nov 2021Series C$68.7M
#2
Late Stage · Vancouver, British Columbia · founded 2013$310.9Mraised▾
Provides wealth management services
- Jun 2022PE$310.9M
#3
Public · Vancouver, British Columbia · founded 2020$8.3Mraised▾
Diversified investment management firm
- Feb 2021Post IPO$3.8M
- Jan 2021Post IPO$3M
- Jan 2021Post IPO$1.5M
#4
Deadpooled · Vancouver, British Columbia · founded 2017$1.2Mraised▾
Investment management firm
- Jul 2019Seed$1.2M
#5
Public · Vancouver, British Columbia · founded 1997 · 177 employees$11.9Kraised▾
Real estate fund focused on debt financing strategies
- Aug 2021Unattributed$11.9K
#6
Public · Vancouver, British Columbia · founded 1998—raised▾
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.
#7
Public · Vancouver, British Columbia · founded 1964—raised▾
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 during their lifetime. The company operates in the Financial Services industry segment, and all operations are situated in Canada.
#8
Public · Vancouver, British Columbia · founded 1994—raised▾
Mineral resources focused investment management firm
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.