Best Financial Services Companies in Vancouver, Canada
The 196 best Financial Services 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 Financial Services companies in Vancouver
| # | Company | Disclosed funding | Last round | Stage | Founder | Tech stack | Web popularity | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Harbourfront Wealth Management Provides wealth management services | $311M | 48 mo ago | Late Stage | Danny Popescu Chief Executive Officer | WordPressMySQLPHP+31 | Top 5M | — |
| 2 | Fraction Online platform for reverse mortgage loans | $247M | 56 mo ago | Series D | Josh Baker Co-Founder & CTO | WebflowStripeGoogle Ads+27 | Top 10M | — |
| 3 | Sandstorm Gold Infrastructure fund focused on the mining industry | $149M | 119 mo ago | Acquired | Nolan Watson Co-Founder | WordPress Block EditorWordPressMySQL+22 | Top 5M | — |
| 4 | Wellington-Altus Provider of wealth management services | $98M | 30 mo ago | Series C | — | WordPressApple iCloud MailMicrosoft 365+28 | Top 5M | — |
| 5 | AHIP Equity REIT investing in hotel properties | $39M | 64 mo ago | Public | Rob Oneill Founder & CEO | Q4MediaElement.jsMicrosoft ASP.NET+10 | Top 10M | — |
| 6 | TCC Financial Provider of alternative capital to mid-market enterprises through custom finance solutions | $31M | 40 mo ago | Funding Raised | Jim Case CEO | — | — | — |
| 7 | Pure Multi-Family REIT LP REIT that invests in multi-family properties | $20M | 145 mo ago | Acquired | — | — | — | — |
| 8 | Elemental Royalties Provider of business consulting services | $17M | 50 mo ago | Public | Frederick Bell Co-Founder & CEO | — | — | — |
| 9 | CANNASOFT CRM software solutions for small businesses | $17M | 15 mo ago | Series B | Yftah Yaackov CEO | Tailwind CSSReactEmotion+3 | Top 10M | — |
| 10 | Astra Exploration Provider of investment management services | $15M | 1 mo ago | Public | — | WordPressMySQLPHP+18 | Top 10M | 1 expansion |
| 11 | Clarity Gold Diversified investment management firm | $8M | 64 mo ago | Public | James Rogers CEO | — | — | — |
| 12 | Douglas Budget Tips Article focused on insurance sectors | $7M | 182 mo ago | Deadpooled | Harp Sangha CEO & President | — | — | — |
| 13 | Rise Capital Resources Provider of financial planning resources and tools for investors | $4M | 113 mo ago | Late Stage | Benjamin Mossman CEO | — | — | — |
| 14 | Levr Online AI-enabled marketplace offering diversified business loans | $2M | 27 mo ago | Seed | — | WordPressMySQLPHP+39 | Top 10M | 3 launchs · 3 partnerships |
| 15 | Mymarble It transitioned from personal finance services to business-to-business financial analytics | $1M | 54 mo ago | Public | Karim Nanji | — | — | — |
| 16 | IWEUS HEALTH Investment management firm | $1M | 83 mo ago | Deadpooled | James Clarke CEO & President | — | — | — |
| 17 | Royalty North Working capital loans provider | $512K | 109 mo ago | Deadpooled | Justin Currie CEO & Director | — | — | — |
| 18 | Soho Resources Corp Provider of commercial mortgages loan | $211K | 184 mo ago | Early Stage | Ralph Shearing CEO | — | — | — |
Top 12 Financial Services companies in Vancouver
#1
Public · Vancouver, British Columbia · founded 2020 · 5 employees$14.8Mraised▾
Provider of investment management services
- Apr 2026Post IPO$7.3M
- Oct 2025Post IPO$415K
- Sep 2025Post IPO$3.6M
- Mar 2025Post IPO$698.2K
#2
Series B · Vancouver, British Columbia · founded 2021 · 8 employees$17Mraised▾
CRM software solutions for small businesses. Features include sales management, workforce management, contact center operations, and asset management. It helps businesses maintain a centralized database, automate tasks, boost productivity, and manage business relationships. It also helps manage inventory and create performance and financial reports.
- Feb 2025Series B$17M
#3
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
#4
Late Stage · Vancouver, British Columbia · founded 2013$310.9Mraised▾
Provides wealth management services
- Jun 2022PE$310.9M
#5
Series D · Vancouver, British Columbia · founded 2018 · 18 employees$247.1Mraised▾
Online platform for reverse mortgage loans. It allows borrowers to convert up to half of their home equity into tax-free cash. It also renews the agreement after five years.
- Oct 2021Series D$20M
- Feb 2021Conventional Debt—
- Feb 2021Series D$227.1M
#6
Acquired · Vancouver, British Columbia · founded 2007 · 27 employees$149.4Mraised▾
Infrastructure fund focused on the mining industry
- Jul 2016Post IPO$57.5M
- Sep 2012Post IPO$6.8M
- Oct 2010Post IPO$11.7M
- Oct 2009Post IPO$35.6M
#7
Funding Raised · Vancouver, British Columbia · founded 2013$30.8Mraised▾
Provider of alternative capital to mid-market enterprises through custom finance solutions. It offers asset-based loan and lease solutions to borrowers facing funding challenges, including transitional and distressed balance sheet restructurings, rapid-growth working capital, and acquisition requirements. It evaluates capital needs and inherent risks from an enterprise perspective, allowing for tailored and timely credit solutions. It works with clients to understand their assets, business, and credit needs to provide custom capital solutions.
- Jan 2023Conventional Debt$30.8M
#8
Public · Vancouver, British Columbia · founded 2013 · 19 employees$39.2Mraised▾
Equity REIT investing in hotel properties
- Jan 2021Post IPO$39.2M
#9
Public · Vancouver, British Columbia · founded 2016$17.2Mraised▾
Provider of business consulting services
- Apr 2022Post IPO$1.1M
- Dec 2020Post IPO$16.1M
#10
Seed · Vancouver, British Columbia · founded 2021 · 15 employees$2.5Mraised▾
Online AI-enabled marketplace offering diversified business loans. It allows the borrower to provide their loan requirements and data on their platform, which enables the platform to leverage AI ML to analyze that data and find the best lending partner for the borrower. Based on the match, the platform also tells the required documentation needed for applying and processing of the loan.
- Feb 2024Seed$741.7K
- Feb 2023Seed$751.3K
#11
Public · Vancouver, British Columbia · founded 2015$95.7Kraised▾
Risk and credit management platform for banks. It offers an open banking platform that provides a risk model as a service validating borrowers' key lending metrics banking, age, income, and historical financial data for both alternative and mainstream lenders. It also offers solutions for identity verification, risk scoring, and more.
- Jan 2025Post IPO$55.5K
- May 2024Post IPO$40.2K
#12
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
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.