Best Financial Services Companies in Calgary, Canada
The 103 best Financial Services companies in Calgary, Canada in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Avenuelivingam.
Ranked: Best Financial Services companies in Calgary
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Avenuelivingam Diversified asset management firm | $179M | 13 mo ago | Funding Raised | — | 2006 | WordPressBugHerdMySQL+39 | — |
| 2 | Orennia Provider of investment research services | $25M | 17 mo ago | Series C | Brook Papau Founder & CEO | 2020 | SanityApple iCloud MailMicrosoft 365+24 | — |
| 3 | Highwood Asset Management Provider of asset management services | $14M | 33 mo ago | Series B | Greg Macdonald CEO | 2012 | PleskApple iCloud MailMicrosoft 365+5 | — |
| 4 | Grayhawk Provider of invest management services | $10M | 62 mo ago | Series B | Michael Kaumeyer Co-Founder & Co-CEO | 2015 | — | — |
| 5 | Simply Solventless Retailer of CBD concentrates | $8M | 16 mo ago | Public | Jeffrey Swainson Founder & CEO | 2020 | WebflowVimeoYouTube+13 | — |
| 6 | Fortress Insurance Provider of property, automobile, surety, accidental, and legal insurance services | $5M | 44 mo ago | Series A | Shafeen Mawani CEO | 2004 | — | 1 job opening |
| 7 | Woveo Provier of an online platform offering diversified financial solutions for individuals | $3M | 30 mo ago | Seed | — | 2020 | SentryNode.jsTailwind CSS+16 | — |
| 8 | Mountain Investment Provider of mortgage portfolio management delivering returns to its shareholders | $1M | 14 mo ago | Seed | David McKenzie Founder | 2005 | — | — |
| 9 | Windmill Microlending Personal loans provider | $200K | 78 mo ago | Seed | Claudia Hepburn ceo | 2005 | Webflow EcommerceWebflowSentry+26 | 1 partnership |
Top 12 Financial Services companies in Calgary
#1
Funding Raised · Calgary, Alberta · founded 2006 · 187 employees$178.9Mraised▾
Avenue Living is one of the largest private real estate owner / operators in Western Canada. Since 2006, Avenue Living has acquired more than $1.6 billion in assets under management across various asset classes, risk profiles, and primary / secondary Western Canadian markets.
- May 2025Conventional Debt$178.9M
#2
Series C · Calgary, Alberta · founded 2020 · 66 employees$25Mraised▾
Provider of investment research services
- Jan 2025Series C—
- Jul 2023Series B$25M
- May 2021Series A—
#3
Public · Calgary, Alberta · founded 2020 · 10 employees$7.7Mraised▾
Retailer of CBD concentrates
- Feb 2025Post IPO$4.2M
- Jan 2025Post IPO$3.5M
#4
Seed · Calgary, Alberta · founded 2005$1.3Mraised▾
Provider of mortgage portfolio management delivering returns to its shareholders. The entity manages a diverse portfolio of mortgages. It focuses on balancing risk and return within its market. The company aims to suit investor needs.
- Apr 2025Seed$1.3M
#5
Series B · Calgary, Alberta · founded 2012 · 5 employees$13.6Mraised▾
Provider of asset management services
- Aug 2023Series B$13.6M
#6
Seed · Calgary, Alberta · founded 2020 · 10 employees$2.8Mraised▾
Provier of an online platform offering diversified financial solutions for individuals. It allows its users to build wealth through pooling funds and group savings, group lending, building credit scores through taking loans from pooled funds and repaying them on time, card for payments, and purchasing. It also allows expense and finance tracking for its users.
- Dec 2023Seed$1.7M
- 2022Seed—
#7
Series A · Calgary, Alberta · founded 2004 · 9 employees$5.3Mraised▾
Provider of insurance services based in Edmonton, Alberta. The company specializes in property and specialty insurance and offers insurances including property, fidelity, marine, legal expense, automobile and fronting services to the clients.
- Oct 2022Series A$5.3M
#8
Series B · Calgary, Alberta · founded 2015 · 28 employees$10.4Mraised▾
Provider of wealth management services intended for Canadian families. The company's services include family office assistance, investment management, multi-disciplinary advisor facilitation, coordination of advisor due diligence and selection process, enabling clients with multi-generational wealth to preserve capital through a customized investment strategy.
- Apr 2021Series B$10.4M
- Sep 2016Seed$565.2K
#9
Seed · Calgary, Alberta · founded 2005 · 69 employees$200Kraised▾
Windmill Microlending is a registered charity serving newcomers to Canada since 2005. We offer low-interest microloans of up to $15,000 to help skilled immigrants and refugees restart their careers in Canada. Funded by the public and private sector, Windmill is Canada's largest and most successful microlending program for immigrants and refugees. Our vision is for every newcomer to reach their economic potential.
- Dec 2019Seed$200K
- Oct 2018Grant (prize money)$1M
#10
Public · Calgary, Alberta · founded 1982 · 5 employees—raised▾
Provider of mortgage broker services
#11
Public · Calgary, Alberta · founded 2006—raised▾
Diversified investment management firm
- Jul 2020Post IPO—
#12
Funding Raised · Calgary, Alberta · founded 2017—raised▾
Provider of transfer agency and corporate trust services. It offers services encompassing transfer agency, corporate trust, corporate actions, employee plans, registered plans, and corporate services. These services are designed to streamline processes for clients and their shareholders, focusing on efficiency and ease of use. Additional offerings include virtual medallion guarantees and meeting support services.
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Financial Services 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.