Best Investment Tech Companies in Toronto, Canada
The 242 best Investment Tech companies in Toronto, Canada in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Wealthsimple.
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 Toronto
| # | Company | Disclosed funding | Last round | Stage | Employees | Founded | Tech stack | 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 | 4 patents Financial transaction data processing and real-time notification infrastructure for fintech platforms | 2 launchs · 1 partnership |
| 2 | Nvest Crowdsourcing Investment Opinions | $110M | 96 mo ago | Series C | 8 | 2013 | — | — | — |
| 3 | Delphia Technologies Online investment strategy and advisor | $66M | 48 mo ago | Series A | 69 | 2018 | — | — | — |
| 4 | Q4 Cloud based platform offering investor relations and markets solutions | $65M | 74 mo ago | Acquired | 567 | 2006 | BugHerdQ4MediaElement.js+28 | — | — |
| 5 | PureFacts CRM solutions for wealth managers | $52M | 38 mo ago | Acquired | 123 | 2010 | — | — | 2 awards |
| 6 | 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 | — | — |
| 7 | Purpose Unlimited Provider of wealth management services | $42M | 64 mo ago | Series C | 28 | 2012 | StoryblokTurbopackNode.js+12 | — | 1 award |
| 8 | Tier1 Customer relationship management software for financial institutions | $34M | 53 mo ago | Acquired | 162 | 2008 | SalesforceMicrosoft ASP.NETBootstrap+19 | — | — |
| 9 | 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 job openings · 1 partnership · 1 award |
| 10 | NexJ Customer management solution for financial industries | $22M | 181 mo ago | Acquired | 100 | 2003 | — | — | — |
| 11 | Irwin Investors relations software solutions | $22M | 57 mo ago | Acquired | 117 | 2018 | WebflowApple iCloud MailAmazon Web Services+21 | — | 1 award |
| 12 | Planswell Online platform for financial planning | $18M | 88 mo ago | Seed | 60 | 2015 | WordPressMySQLPHP+36 | 2 patents AI-driven automated adaptive financial planning software solutions | — |
| 13 | 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 |
| 14 | Secoda Provider of an AI platform for data and analytics solutions | $16M | 32 mo ago | Acquired | 4 | 2021 | Webflow EcommerceWebflowApple iCloud Mail+20 | — | — |
| 15 | 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 | — | — | — |
| 16 | First Coverage Financial Services Software | $15M | 187 mo ago | Series B | 3 | 2006 | — | 4 patents Objective performance evaluation software for financial sell‑side professionals | — |
| 17 | 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 | — | — |
| 18 | Treasureland Online marketplace focused on crypto collectible cards | $11M | 37 mo ago | Seed | 6 | 2020 | — | — | — |
| 19 | CapIntel Online financial advisory platform for investments | $11M | 48 mo ago | Series A | 66 | 2017 | SentryApple iCloud MailMicrosoft 365+24 | — | 1 launch · 1 award |
| 20 | Mantle Provider of cap table management, 409A valuations, and equity planning tools | $10M | 32 mo ago | Seed | — | 2022 | Framer SitesApple iCloud MailGoogle Workspace+15 | — | — |
| 21 | Stadium Live Studios Developer of a metaverse-based social network platform for sports fans | $10M | 46 mo ago | Series A | 28 | 2020 | WebflowGSAPSlick+8 | — | — |
| 22 | 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. | — |
| 23 | Kooltra Cloud-based back office platform for brokers | $6M | 92 mo ago | Series A | 19 | 2014 | — | — | — |
| 24 | Seed Labs Blockchain-based trading platform for options and stocks | $6M | 60 mo ago | Seed | — | 2020 | — | — | — |
| 25 | Altrio Deal management solutions for real estate investors | $6M | 48 mo ago | Series A | 42 | 2020 | WebflowSentryZendesk+28 | — | — |
| 26 | Nest Wealth Fully managed investment account. | $6M | 71 mo ago | Acquired | 65 | 2014 | WordPressApple iCloud MailGoogle Workspace+25 | — | — |
| 27 | 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 | — |
| 28 | Sportiqo Provider of single-player fantasy sports meet the stock market | $5M | 26 mo ago | Series A | 8 | 2022 | WordPressMySQLPHP+41 | — | — |
| 29 | Sibli AI-enabled investment research platform for businesses | $4M | 28 mo ago | Seed | — | 2021 | WordPressMySQLPHP+22 | — | — |
| 30 | EidoSearch Data analytics for multiple industries | $4M | 143 mo ago | Seed | 7 | 2009 | — | — | — |
| 31 | Firmex Virtual Data Room Provider and secure document sharing | $3M | 118 mo ago | Acquired | 154 | 2006 | WordPressApple iCloud MailGoogle Workspace+24 | — | — |
| 32 | Manzil Provider of financial products adhering to Islamic principles and guidelines | $3M | 48 mo ago | Seed | 29 | 2017 | EnvoyAmazon Web Servicescore-js+10 | — | — |
| 33 | CoPower Online clean energy investment platform | $2M | 106 mo ago | Acquired | 19 | 2013 | — | — | — |
| 34 | Super Advisor - | $2M | 43 mo ago | Seed | 6 | 2021 | — | — | — |
| 35 | BuyProperly AI-powered online marketplace for fractional investments in real estate and private assets | $2M | 61 mo ago | Seed | — | 2019 | ZohoAnt DesignReact+20 | — | — |
| 36 | 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 |
| 37 | StockPick Online platform offering investment training for individual | $2M | 50 mo ago | Seed | 11 | 2021 | — | — | — |
| 38 | Find Bob Platform for succession planning tools for financial advisors | $2M | 102 mo ago | Seed | 5 | 2014 | — | — | — |
| 39 | Willow Alternative investment platform focused on real estate projects | $1M | 65 mo ago | Acquired | 19 | 2001 | — | — | — |
| 40 | Chango Game-based expense management platform | $670K | 193 mo ago | Seed | — | 2008 | — | 2 patents Real-time search-based retargeting advertising technology | — |
| 41 | Candlestick Ai App-based and AI-backed stock recommendations platform for individuals | $650K | 54 mo ago | Seed | 4 | 2020 | WebflowFirebasecore-js+8 | — | — |
| 42 | Hockeystick Platform for managing shareholder relations in private companies. | $600K | 122 mo ago | Seed | 14 | 2012 | — | — | — |
| 43 | OBSIDIAN SUITE Investment management solutions for financial firms | $516K | 123 mo ago | Acquired | 14 | 2013 | — | — | — |
| 44 | Docoh Online research platform for investors | $345K | 71 mo ago | Acquired | — | 2018 | — | — | — |
| 45 | BHRD Shareholder communication platform | $150K | 96 mo ago | Seed | — | 2017 | — | — | — |
| 46 | Quantus Investment Corp Provider of private market investments and wealth management advisory services | $137K | 13 mo ago | Funding Raised | — | 2010 | — | — | — |
| 47 | Arextech Saas-enabled platform offering diversified software for real estate professionals | $120K | 81 mo ago | Acqui-Hired | 6 | 2019 | — | — | — |
Top 12 Investment Tech companies in Toronto
#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
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
#3
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
#4
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
#5
Funding Raised · Toronto, Ontario · founded 2019 · 12 employees$15.2Mraised▾
Moghul Productions is a crowdfunding platform focused on film productions. It is based on blockchain technology to connect investors and film owners. Allows users to raise finances and capital for managing cash flows of movie budgets, fans, and investors. Users can avail rewards and perks for the investments made.
- Jul 2024ICO$1.2M
- Apr 2021ICO$14M
#6
Acquired · Toronto, Ontario · founded 2010 · 123 employees$52.3Mraised▾
CRM solutions for wealth managers. It features tools for portfolio views, transaction summaries, knows client fields, and client reports. The company also provides a reporting portal, data aggregation, augmented intelligence and fee calculation tools to the wealth management industry.
- Mar 2023Series C$8.7M
- Dec 2021Series C$37M
- Nov 2020Series B$15.3M
#7
Series A · Toronto, Ontario · founded 2016 · 18 employees$4.8Mraised▾
Customer engagement and retention platform. It offers a solution for sales and customer service teams that enables borrowers engagement with home finance management. Its real-time analytics platform assists sales and service teams with customer management using machine learning. It enables sales and support teams to communicate with customers in personalized ways throughout the journey. It uses deep learning technology to improve the LTV of customer relationships through real-time intelligence and analytics.
- 2024Series A$500K
- Jul 2020Series A$3M
- May 2019Seed$1.1M
- Oct 2018Seed—
#8
Funding Raised · Toronto, Ontario · founded 2010$136.9Kraised▾
Provider of private market investments and wealth management advisory services. The firm assists investors in diversifying their portfolios with private equity opportunities. It offers flexible investment minimums and personalized guidance to match investor goals and risk tolerance. The firm supports clients through account opening and ongoing portfolio growth.
- May 2025Conventional Debt$136.9K
#9
Acquired · Toronto, Ontario · founded 2021 · 4 employees$16.3Mraised▾
Provider of an AI platform for data and analytics solutions. The platform delivers data governance and context across the entire data stack. It offers features such as AI-powered search, data cataloging, data lineage, and data quality monitoring. The platform also provides tools for data documentation, access requests, and policy enforcement.
- Sep 2023Series A$14M
- Oct 2021Seed$2.2M
- Sep 2021Seed$125K
#10
Series A · Toronto, Ontario · founded 2018 · 69 employees$66.2Mraised▾
Online investment strategy and advisor. It provides financial advisory solutions and distributes the fees it earns from managing the portfolio to its members as data dividends. It takes in existing data to show outcomes based on pre-set strategies.
- Jun 2022Series A$60M
- Dec 2019Seed$2M
- Jun 2018Seed$4.1M
- Mar 2018Seed$120K
#11
Series A · Toronto, Ontario · founded 2022 · 8 employees$4.6Mraised▾
Provider of single-player fantasy sports meet the stock market. It allows sports fans to get rewarded for their passion. They can trade or invest in the performance of individual players both for the short term - such as a single game or for the long term- a season or an entire career. It offers guaranteed dividend payouts based on a transparent formula that is linked to the player’s on-field performance.
- Mar 2024Series A$3.3M
- Feb 2023Seed$1.2M
#12
Seed · Toronto, Ontario · founded 2022$10.5Mraised▾
Provider of cap table management, 409A valuations, and equity planning tools. The platform offers features for issuing and tracking company ownership, managing legal workflows, and forecasting dilution scenarios. It facilitates collaboration between founders, law firms, and investors. The system provides tools for startups, law firms, and limited partners to manage equity and compliance.
- Oct 2023Seed$10.5M
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.