ModernAdvisor

ModernAdvisor

ModernAdvisor is a next-generation financial advisor that is focused on investment management in Canada. The company complements investment insights with proprietary algorithms and an interactive website to bring low-cost investment management to every Canadian. ModernAdvisor helps build a personalized investment portfolio in a few minutes regardless of account size.On January 30th, 2020, ModernAdvisor was acquired by Guardian Capital Group. Terms of the transaction were not disclosed.

Total funding
~$1M
HQ 🇨🇦
Vancouver, Canada
Year founded
2013
Status
Acquired
Investors
Guardian Capital Group
Moray Keith
Jim Bond
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