Wealth Management companies

CI Financial is a global wealth and asset management firm founded in 1965, managing over $550B in assets for individuals and institutions across Canada, the US,…

Compound Planning is a Y Combinator-backed digital family office managing $4B+ in assets, combining human advisors with a proprietary platform for wealth, tax,…

InvestCloud builds digital wealth management platforms supporting $6T+ in assets for 550+ clients including banks, RIAs, and asset managers across global market…

iA Financial Group is one of Canada's largest insurance and wealth management groups, founded in 1892, serving over 11.9 million clients with $341 billion in as…

Etops is a Swiss WealthTech company providing innovative digital solutions and consulting services for asset and wealth management, serving clients across Europ…

BMO is one of North America's largest banks, offering personal and commercial banking, wealth management, capital markets, and asset management across Canada an…

UMB Bank is a comprehensive financial services company founded in 1913, providing personal banking, business banking, wealth management, and institutional servi…

MDOTM provides AI-driven investment solutions and portfolio advisory services to institutional investors like banks and pension funds.

Azqore is a subsidiary of Indosuez Wealth Management providing integrated IT and banking operations outsourcing services for private banks and wealth managers g…

Brand New Day is a Dutch digital bank founded in 2009, offering pension savings, investment accounts, and savings products, with over €8 billion in assets under…