Wealth Management companies

iA Financial Group is a major Canadian insurance and wealth management company offering life, health, auto and home insurance, wealth management, and group reti…

Charles Schwab is a major American financial services company offering brokerage, retirement planning, banking, wealth management, and investment advisory servi…

SwissBorg operates a cryptocurrency wealth platform connecting users to major exchanges with optimised execution routing and community governance.

Wells Fargo & Company is a diversified financial services company offering banking, lending, and wealth management services through operations in 22 countries.

North American financial services company providing personal and commercial banking, wealth management, and capital markets services across Canada and the Unite…

Colonial First State is an Australian financial services firm providing superannuation products, investment platforms, and retirement solutions, managing over $…

Canada's largest financial cooperative, offering banking, wealth management, and insurance services to over 10 million members and clients.

Barclays is a global universal bank providing retail, corporate, investment banking and wealth management services across 38 countries with approximately 100,00…

RBC is one of Canada's largest banks and among the largest in the world, serving 17 million clients globally with 97,000+ employees across personal banking, wea…

Canada Life is a long-standing insurance and financial services company providing insurance, wealth management, and healthcare benefits to millions of customers…

Global investment banking and financial services firm founded in 1935, operating across worldwide markets with technology platform engineering capabilities.

Orion Advisor Solutions develops integrated software for financial advisors, covering portfolio accounting, compliance, trading, and reporting.

ICONIQ Capital is a global investment and wealth management firm offering services in investment management, venture capital, real assets, and philanthropy advi…

Wilshire is a global financial services firm providing investment consulting, discretionary management, alternative assets, and indexes to institutional investo…

HSBC is a British multinational banking and financial services organisation, headquartered in London, providing retail, commercial, and institutional banking ac…

PGIM is a leading global asset manager and the principal asset management business of Prudential Financial, managing over $1.5 trillion across fixed income, equ…

JPMorgan Chase is a global financial services firm offering banking, investment, payments, and wealth management solutions to individuals, businesses, and insti…

BNY is a global financial services platforms company overseeing $59.3 trillion in assets, providing securities servicing, investment management, wealth manageme…

J.P. Morgan is a global financial services firm offering investment banking, commercial banking, asset management, wealth management, payments processing, and m…

Neuberger Berman is a private, independent investment manager with $563 billion in assets, offering investment strategies and alternative asset solutions to ins…