Best Investment Tech Companies in Canada
The 598 best Investment Tech companies in Canada in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Wealthsimple.
Canada's Investment Tech sector has 598 tracked companies and $3.7 billion in disclosed funding behind them, which tells you something real is happening here. Wealthsimple leads at $901M raised, and Carcetti Capital sits at $542M, two companies that together account for nearly 40% of that total pool. Two unicorns have emerged from this cohort. And median app install growth is running at roughly +25% year-over-year across investment management platforms, a momentum stat I find hard to ignore when you're trying to gauge whether a sector is actually moving or just talking about moving. The global market this sits inside clocked around $127 billion in 2022 and is growing at a 15.6% CAGR, driven by demand for affordable financial access and a wave of regulatory compliance pressure that's reshaping how these platforms are built.
So what's the directional story? Coverage is rising fast, with hot themes clustering around stock performance analytics and next-generation EV platforms, which signals that Canadian Investment Tech isn't siloed inside traditional finance anymore. Canada's policy push on fintech innovation has added tailwinds, while data security and evolving compliance mandates continue to set the bar for who can actually scale. The most active backers, including MaRS Discovery District, Techstars, and OneEleven, are seeding the next tier below the headline names. This directory ranks them all by disclosed funding and recent momentum, so you can see exactly where the weight is.
- IDC Financial Insights
Our analysis of 229 Investment Tech companies
$28.6b in tracked funding; 94% of the stack-profiled cohort runs cloud-native; funding activity peaked in 2025.
Ranked: Best Investment Tech companies in Canada
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Tech stack | Market signals (1y) | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wealthsimple 🦄 Provider of financial services including investing, trading, saving, and borrowing 76Tech top 9%Funding top 13%Moat top 32%Talent top 38% All 12 signals ▾Techtop 9% Fundingtop 13% Moattop 32% Talenttop 38% Producttop 41% Newstop 42% Customerstop 42% Markettop 43% Growthtop 43% Globaltop 45% Innovationtop 46% Patentsbottom 31% Tech: 92 technologies across 7/8 capability areas · Cloud: Amazon Cloudfront, Amazon Ses Funding: Raised $901M across 9 rounds · 9 rounds over 12 yrs (0.8/yr) rank vs industry peers · Fliar Intelligence Index 76/100 | $901M | 7 mo ago | Series F | 29 | 2014 | ContentfulSentryZendesk+34 | 6 signals ▼57% Funding | 4 patents Financial transaction data processing and real-time notification infrastructure for fintech platforms | 2 launchs · 1 partnership |
| 2 | Dapper Labs 🦄 Blockchain-based games developer for PC and console | $666M | 48 mo ago | Series D | 549 | 2018 | SentryZendeskApple iCloud Mail+33 | — | 66 patents Blockchain NFT creation, management, display, and secure multi‑party machine learning platforms. | — |
| 3 | Carcetti Capital Operator of a financial services company focused on private placements 79Funding top 13%Growth top 13%News top 24%Market top 28% All 5 signals ▾Fundingtop 13% Growthtop 13% Newstop 24% Markettop 28% Globalbottom 25% Funding: Raised $542M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Growth: 16 acquisition/expansion moves in 24 mo · Fresh capital in last 24 mo rank vs industry peers · Fliar Intelligence Index 79/100 | $542M | 9 mo ago | Late Stage | 314 | 2023 | — | 43 signals Acquisition · Funding · Board | — | — |
| 4 | Exempt Edge Back-office solutions for capital market investors | $450M | 99 mo ago | Acquired | 11 | 2017 | — | — | — | 1 launch |
| 5 | Nvest Crowdsourcing Investment Opinions | $110M | 96 mo ago | Series C | 8 | 2013 | — | — | — | — |
| 6 | Canalyst Equity research platform | $100M | 52 mo ago | Acquired | 214 | 2015 | — | — | — | — |
| 7 | Delphia Technologies Online investment strategy and advisor | $66M | 48 mo ago | Series A | 69 | 2018 | — | — | — | — |
| 8 | Q4 Cloud based platform offering investor relations and markets solutions | $65M | 74 mo ago | Acquired | 567 | 2006 | BugHerdQ4MediaElement.js+28 | — | — | — |
| 9 | PureFacts CRM solutions for wealth managers | $52M | 38 mo ago | Acquired | 123 | 2010 | — | — | — | 2 awards |
| 10 | CFI Online finance and banking training and certifications | $48M | 62 mo ago | Series B | 309 | 2016 | TypeScriptZone.jsAngular+22 | — | — | — |
| 11 | Boosted Developer of AI platform for investment research and analysis workflows 57AI top 20%Funding top 32%Talent top 38%Moat top 39% All 9 signals ▾AItop 20% Fundingtop 32% Talenttop 38% Moattop 39% Growthtop 45% Techbottom 46% Marketbottom 41% Globalbottom 39% Newsbottom 27% AI: Classified as an AI company Funding: Raised $43.0M across 4 rounds · 4 rounds over 6 yrs (0.7/yr) rank vs industry peers · Fliar Intelligence Index 57/100 | $43M | 18 mo ago | Series B | 78 | 2017 | WebflowPostHogLinkedin Insight Tag+17 | — | — | — |
| 12 | Purpose Unlimited Provider of wealth management services | $42M | 64 mo ago | Series C | 28 | 2012 | StoryblokTurbopackNode.js+12 | — | — | 1 award |
| 13 | Tier1 Customer relationship management software for financial institutions | $34M | 53 mo ago | Acquired | 162 | 2008 | SalesforceMicrosoft ASP.NETBootstrap+19 | — | — | — |
| 14 | Clir Provider of renewable energy asset reporting software solutions | $31M | 29 mo ago | Series B | 83 | 2016 | HubSpot CMS HubApple iCloud MailMicrosoft 365+20 | — | — | 2 launchs |
| 15 | d1g1t Online platform offering wealth management solutions for advisers and investors 62Funding top 32%Product top 32%Tech top 34%Growth top 35% All 11 signals ▾Fundingtop 32% Producttop 32% Techtop 34% Growthtop 35% Innovationtop 36% Moattop 39% Newstop 44% Talentbottom 49% Marketbottom 46% Globalbottom 39% Partnersbottom 35% Funding: Raised $24.3M across 4 rounds · 4 rounds over 8 yrs (0.5/yr) Product: 1 product launch event in 12 mo, 2 the year before · 4 distinct product lines rank vs industry peers · Fliar Intelligence Index 62/100 | $24M | 11 mo ago | Series B | 101 | 2014 | WordPressMySQLPHP+27 | 3 signals ▲50% Contracts · New product · Funding | — | 3 job openings · 1 partnership · 1 award |
| 16 | Irwin Investors relations software solutions | $22M | 57 mo ago | Acquired | 117 | 2018 | WebflowApple iCloud MailAmazon Web Services+21 | — | — | 1 award |
| 17 | OneVest Provider of a no-code wealth management platform 48Talent top 28%Funding top 34%Product top 37%Tech top 38% All 10 signals ▾Talenttop 28% Fundingtop 34% Producttop 37% Techtop 38% Moattop 39% Innovationtop 41% Growthbottom 40% Globalbottom 37% Marketbottom 35% Newsbottom 24% Talent: 3 named leaders on record · 3 C-suite/founder profiles curated Funding: Raised $18.8M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) rank vs industry peers · Fliar Intelligence Index 48/100 | $19M | 16 mo ago | Series B | 42 | 2021 | WebflowApple iCloud MailGoogle Workspace+18 | — | — | — |
| 18 | CVW Sustainable Royalties Digital platform enabling users to invests in royalties from clean technologies 22Funding top 30%Talent bottom 49%Tech bottom 41%Market bottom 31% All 5 signals ▾Fundingtop 30% Talentbottom 49% Techbottom 41% Marketbottom 31% Globalbottom 25% Funding: Raised $18.3M across 1 rounds · 1 rounds over 1 yrs (1.0/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 22/100 | $18M | 4 mo ago | Late Stage | — | 2025 | WordPressMySQLPHP+16 | — | — | — |
| 19 | Composer Platform provides automated trading strategy creation, backtesting, and execution for securities and crypto | $17M | 45 mo ago | Series A | 18 | 2020 | Firebasestyled-componentsHighcharts+28 | — | — | 1 partnership |
| 20 | Secoda Provider of an AI platform for data and analytics solutions | $16M | 32 mo ago | Acquired | 4 | 2021 | Webflow EcommerceWebflowApple iCloud Mail+20 | — | — | — |
| 21 | Mogul Productions Crowdfunding platform focused on film productions 8Funding top 50%Talent bottom 49%Global bottom 38%Market bottom 15% All 4 signals ▾Fundingtop 50% Talentbottom 49% Globalbottom 38% Marketbottom 15% Funding: Raised $15.2M across 2 rounds · 2 rounds over 5 yrs (0.4/yr) Talent: 1 named leader on record · 1 C-suite/founder profile curated rank vs industry peers · Fliar Intelligence Index 8/100 | $15M | 23 mo ago | Funding Raised | 12 | 2019 | — | — | — | — |
| 22 | Micruity Finance company offering pension management solutions 11Funding top 35%Moat top 39%News top 44%Global bottom 39% All 6 signals ▾Fundingtop 35% Moattop 39% Newstop 44% Globalbottom 39% Marketbottom 27% Techbottom 25% Funding: Raised $14.2M across 6 rounds · 6 rounds over 7 yrs (0.9/yr) Moat: Editorial + unicorn rating 7/10 · 9 curated direct competitors tracked rank vs industry peers · Fliar Intelligence Index 11/100 | $14M | 10 mo ago | Series A | 25 | 2017 | WordPressApple iCloud MailGoogle Workspace+15 | — | — | — |
| 23 | Equilibre Technologies AI-powered platform offering algorithmic trading | $12M | 30 mo ago | Series B | 7 | 2021 | Google Siteslit-htmllit-element+3 | — | — | — |
| 24 | Treasureland Online marketplace focused on crypto collectible cards | $11M | 37 mo ago | Seed | 6 | 2020 | — | — | — | — |
| 25 | CapIntel Online financial advisory platform for investments | $11M | 48 mo ago | Series A | 66 | 2017 | SentryApple iCloud MailMicrosoft 365+24 | — | — | 1 launch · 1 award |
| 26 | Mantle Provider of cap table management, 409A valuations, and equity planning tools | $10M | 32 mo ago | Seed | — | 2022 | Framer SitesApple iCloud MailGoogle Workspace+15 | — | — | — |
| 27 | Stadium Live Studios Developer of a metaverse-based social network platform for sports fans | $10M | 46 mo ago | Series A | 28 | 2020 | WebflowGSAPSlick+8 | — | — | — |
| 28 | Overbond Provider of AI-driven quantitative data and analytics solutions for the global fixed income markets | $9M | 46 mo ago | Seed | 22 | 2015 | AlgoliaTypeScriptamCharts+25 | — | 5 patents Automated financial quoting, margin optimization, and real-time risk analytics for securities trading. | — |
| 29 | EquiSoft Provides digital solutions for insurance and wealth management organizations | $9M | 39 mo ago | Series D | 900 | 1994 | Craft CMSApple iCloud MailMicrosoft 365+29 | — | — | — |
| 30 | CapConnect+ Software for fixed-income markets | $9M | 25 mo ago | Series A | 14 | 2019 | — | — | — | — |
| 31 | SnapTrade Provider of API enabling brokerage account connectivity for data and trading | $7M | 50 mo ago | Acquired | — | 2014 | PrismicTypeScriptGraphQL+21 | — | — | 1 launch |
| 32 | Responsive AI-driven wealth management | $7M | 34 mo ago | Series A | 14 | 2015 | — | 6 signals ▼65% New product | — | — |
| 33 | Carbeeza App-based savings platform for consumer goods 35Product top 28%Funding top 33%Moat top 45%Patents bottom 49% All 9 signals ▾Producttop 28% Fundingtop 33% Moattop 45% Patentsbottom 49% Talentbottom 48% Innovationbottom 46% Growthbottom 42% Globalbottom 38% Newsbottom 32% Product: 1 published app (30.0k installs) · Company stage: Public Funding: Raised $6.3M across 6 rounds · 6 rounds over 4 yrs (1.5/yr) rank vs industry peers · Fliar Intelligence Index 35/100 | $6M | 22 mo ago | Public | — | 2020 | — | 3 signals ▼80% Leadership · Funding | 4 patents Optimizing search space for e‑commerce platforms and related business‑specific computing systems. | — |
| 34 | Impak Analytics AI-based impact data collection solution for businesses | $5M | 44 mo ago | Series A | 106 | 2016 | — | — | — | — |
| 35 | Pluvo Developer of an AI platform for financial planning and analysis 37Growth top 35%Talent top 38%Funding top 48%Global bottom 48% All 6 signals ▾Growthtop 35% Talenttop 38% Fundingtop 48% Globalbottom 48% Techbottom 47% Marketbottom 25% Growth: Fresh capital in last 24 mo Talent: 2 named leaders on record · 2 C-suite/founder profiles curated rank vs industry peers · Fliar Intelligence Index 37/100 | $5M | 3 mo ago | Seed | — | 2023 | Framer SitesApple iCloud MailGoogle Workspace+14 | — | — | — |
| 36 | LUXXFOLIO Cloud-based platform for investing in collectibles 7Funding top 46%Global bottom 38%News bottom 24%Market bottom 20% All 4 signals ▾Fundingtop 46% Globalbottom 38% Newsbottom 24% Marketbottom 20% Funding: Raised $4.8M across 3 rounds · 3 rounds over 5 yrs (0.6/yr) Global: Serving 2 countries incl. Canada, United States rank vs industry peers · Fliar Intelligence Index 7/100 | $5M | 11 mo ago | Public | 1 | 2017 | — | — | — | — |
| 37 | Senso Customer engagement and retention platform | $5M | 24 mo ago | Series A | 18 | 2016 | Node.jsThree.jsTailwind CSS+12 | — | 3 patents Predictive analytics for business decision support using self-adaptive learning | — |
| 38 | Sportiqo Provider of single-player fantasy sports meet the stock market | $5M | 26 mo ago | Series A | 8 | 2022 | WordPressMySQLPHP+41 | — | — | — |
| 39 | Sibli AI-enabled investment research platform for businesses | $4M | 28 mo ago | Seed | — | 2021 | WordPressMySQLPHP+22 | — | — | — |
| 40 | Hiive Online trading platform for buying and selling shares | $4M | 32 mo ago | Series A | 3 | 2005 | Builder.ioTurbopackEmotion+23 | — | — | — |
| 41 | PemPem Provider of agricultural product traceability solutions 45Growth top 35%Tech top 35%Funding top 44%Product bottom 48% All 7 signals ▾Growthtop 35% Techtop 35% Fundingtop 44% Productbottom 48% Talentbottom 45% Globalbottom 36% Marketbottom 27% Growth: Fresh capital in last 24 mo Tech: 33 technologies across 5/8 capability areas · Cloud: Cloudflare, Google Cloud rank vs industry peers · Fliar Intelligence Index 45/100 | $3M | 13 mo ago | Series A | 25 | 2019 | SkolengoMariaDBJava+15 | — | — | 2 internships |
| 42 | Blossom Online social trading platform for individuals | $3M | 24 mo ago | Seed | 18 | 2021 | BeehiivSentryHeadless UI+15 | — | — | — |
| 43 | Woveo Provier of an online platform offering diversified financial solutions for individuals | $3M | 30 mo ago | Seed | 10 | 2020 | SentryNode.jsTailwind CSS+16 | — | — | — |
| 44 | Vendetta Games Online platform offering NFT games | $2M | 27 mo ago | Funding Raised | — | 2023 | Wix eCommerceWixSentry+13 | — | — | 1 launch |
| 45 | Grafton Resources Resource-focused investment fund 37Talent top 38%Funding top 39%Global bottom 25% All 3 signals ▾Talenttop 38% Fundingtop 39% Globalbottom 25% Talent: 2 named leaders on record · 2 C-suite/founder profiles curated Funding: Raised $2.0M across 2 rounds · 2 rounds over 1 yrs (2.0/yr) rank vs industry peers · Fliar Intelligence Index 37/100 | $2M | 6 mo ago | Public | — | 2018 | — | — | — | — |
| 46 | Stratosphere Technology Online research and financial database platform for stock, funds, and ETF investment for individuals | $2M | 32 mo ago | Seed | 7 | 2019 | ZohoAstroAlpine.js+12 | — | — | 1 job opening · 2 launchs · 1 partnership |
| 47 | Vasco Cloud based platform offering revenue forecasting solutions for enterprises | $2M | 9 mo ago | Funding Raised | 10 | 2022 | Framer SitesReactMicrosoft Clarity+19 | — | — | 1 launch |
| 48 | FinChat AI-powered chatbot for finance that provides verified data on public companies | $2M | 30 mo ago | Seed | — | 2023 | StoryblokSentryNode.js+20 | — | — | — |
| 49 | Vested Equity Crowdfunding Platform | $281K | 4 mo ago | Seed | — | 2017 | PHPJW PlayerCodeIgniter+20 | — | — | — |
| 50 | Quantus Investment Corp Provider of private market investments and wealth management advisory services | $137K | 13 mo ago | Funding Raised | — | 2010 | — | — | — | — |
Top 12 Investment Tech companies in Canada
#1
Series F · Toronto, Ontario · founded 2014 · 29 employees$901.3Mraised▾
Provider of financial services including investing, trading, saving, and borrowing. The company offers chequing accounts, credit cards, and savings accounts. It provides self-directed investing in stocks, ETFs, options, margin, gold, and crypto. Wealth management services include portfolios, direct indexing, and income portfolios. Mortgages and tax filing services are also available.
- Oct 2025Series F$392.9M
- May 2021Series F$610M
- Oct 2020Series E$86.8M
- May 2019Series D$75M
#2
Late Stage · Vancouver, British Columbia · founded 2023 · 314 employees$542Mraised▾
Operator of a financial services company focused on private placements. It facilitates capital raising for various ventures. The company provides financial reporting to its shareholders. It also conducts annual general meetings for shareholder communication.
- Sep 2025Post IPO$542M
#3
Late Stage · Calgary, Alberta · founded 2025$18.3Mraised▾
Digital platform enabling users to invests in royalties from clean technologies. It recover resources from industrial waste. It builds a portfolio of cash-flow royalties linked to sustainable commodity production, including its proprietary Creating Value from Waste technology.
- Feb 2026Post IPO$18.3M
#4
Seed · Ottawa, Ontario · founded 2023$5Mraised▾
Developer of an AI platform for financial planning and analysis. The platform provides tools for data analysis, model building, and scenario branching. It also offers features for report generation and presentation creation. The platform integrates with data sources to streamline financial processes.
- Feb 2026Seed$5M
#5
Series B · Toronto, Ontario · founded 2014 · 101 employees$24.3Mraised▾
Online platform offering wealth management solutions for advisers and investors. It uses advanced analytics and risk management tools to offer portfolio management services. Features client management, monitoring and management of the adviser’s business growth, historical performance, and future risk analysis, onboarding solutions, portfolio tracking, and more.
- Jul 2025Series B—
- Sep 2023Series B—
- Sep 2023Venture Debt—
- Jun 2023Series B$2.2M
#6
Series A · Toronto, Ontario · founded 2017 · 25 employees$14.2Mraised▾
Finance company offering pension management solutions. It allows users to manage financial insurance products like deferred annuities and pension plans for the retirement of employees. It provides a platform for communicating, verifying, and aggregating annuity-related data. It also offers an API to integrate into current company systems.
- Aug 2025Series A$20M
- Jun 2024Series A$5M
- Apr 2024Series A$4M
- Feb 2022Seed$5.1M
#7
Public · Vancouver, British Columbia · founded 2018$2Mraised▾
Resource-focused investment fund. It is an investment fund focused on acquiring and managing investments in natural resource companies. The fund aimed to realise value from its portfolio and return capital to shareholders through active investment management.
- Dec 2025Post IPO$14.5K
- Nov 2025Post IPO$2M
#8
Series B · Toronto, Ontario · founded 2017 · 78 employees$43Mraised▾
Developer of AI platform for investment research and analysis workflows. The platform offers tools for financial chat, idea generation, and report creation. It provides insights and analysis designed to streamline investment decisions. The platform delivers outputs through an application programming interface, a direct application, and mobile access. It focuses on data security and governance standards.
- Nov 2024Series B$15M
- Aug 2024Conventional Debt$10M
- Jan 2022Series B$35M
- May 2020Series A$8M
#9
Series B · Calgary, Alberta · founded 2021 · 42 employees$18.8Mraised▾
Provider of a no-code wealth management platform. It offers modular solutions for client onboarding, portfolio management, and advisor tools. The platform features robust integrations and API customization for seamless integration with existing systems. Clients can personalize client portals and manage fees efficiently. Compliance and analytics tools are also included. The platform is designed to streamline operations and enhance the client and advisor experience.
- Jan 2025Series B$20M
- Jun 2023Series A$12.7M
- Apr 2022Seed$3.9M
- Jun 2021Seed$1.5M
#10
Public · Vancouver, British Columbia · founded 2017 · 1 employees$4.8Mraised▾
Cloud-based platform for investing in collectibles. It enables users to invest in art, sports memorabilia, automobiles, antiques, and high-end assets. It enables the user to record and register assets through app-based platforms. Users can avail credit cards, lines of credit, loans, insurance, and other financial solutions.
- Jun 2025Post IPO$1.8M
- Jun 2021Post IPO$3M
- Feb 2021Post IPO—
- Oct 2018Seed$19.1K
#11
Funding Raised · Montreal, Quebec · founded 2022 · 10 employees$1.6Mraised▾
Cloud based platform offering revenue forecasting solutions for enterprises. It provides a platform that offers tools to help reach a predictable growth engine and maintain at scale. Some of the features include customer journey mapping, top down and bottom up costs benchmarks, KPIs, and insights.
- Sep 2025Conventional Debt$1.6M
#12
Seed · Vancouver, British Columbia · founded 2017$281.3Kraised▾
Vested provides an online crowdfunding platform for individual investors to invest in startups. The platform also allows startups to raise money for their companies in exchange for equity in their companies. The platform currently lists Canadian startups only.
- Jan 2026Seed$31.2K
- Oct 2025Seed$250.1K
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Investment Tech coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
How research on Fintech is moving in Canada
A read on the academic research around Fintech — which themes are gaining ground, the institutions and researchers driving them, and how the tone is shifting. Based on 84 Canada-affiliated papers.
- Western University6
- University of Toronto5
- Kellogg's4
- University Canada West4
- University of Manitoba4
- Interpretability3
- Reinforcement learning2
- Credit risk2
- Adaptability2
- Risk management2
- Financial services19
- Blockchain5
- Investment (military)5
- Financial inclusion4
- Smart contract4
- Financial services2→13
Where fintech is researched across Canada
Location clusters by institution affiliation — each city's volume, stance tone, and a quick read on its hot topic, what's advancing, the opening opportunity, and the main concern.
Who's filing fintech patents in Canada
Canada fintech patent filing is accelerating — 10 filings from 3 assignees (2018–2025), led by Flybits, Stack Fintech, Royal BANK Of Canada; annual filings 2→3.
- Flybits5
- Stack Fintech4
- Royal BANK Of Canada2
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.