Add Company
Join Now

ModernAdvisor Revenue and Competitors

License our Company Data API

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • ModernAdvisor's estimated annual revenue is currently $936k per year.(i)
  • ModernAdvisor's estimated revenue per employee is $78,000

Employee Data

  • ModernAdvisor has 12 Employees.(i)
  • ModernAdvisor grew their employee count by 33% last year.

ModernAdvisor's People

NameTitleEmail/Phone
1
VP - Wealth Network SolutionsReveal Email/Phone
2
Director, Partnerships & Advisor SolutionsReveal Email/Phone
3
Portfolio ManagerReveal Email/Phone
4
Portfolio Manager & Wealth AdvisorReveal Email/Phone
5
Full Stack DeveloperReveal Email/Phone
6
Senior Full-Stack Software DeveloperReveal Email/Phone
7
Helping Advisors and Canadians Invest in Sophisticated but Simple WaysReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$202.1M152327%$900.4M$4B
Add Company

What Is ModernAdvisor?

ModernAdvisor is an online and automated investing service (robo-advisor) that offers Canadians a better and lower cost way to invest for their future. The company complements expert investment insights with proprietary algorithms and an interactive website to bring sophisticated and low-cost investment management to every Canadian. ModernAdvisor is a registered portfolio manager in all Canadian provinces as well as the Northwest Territories.

keywords:N/A

N/A

Total Funding

12

Number of Employees

$936k

Revenue (est)

33%

Employee Growth %

N/A

Valuation

N/A

Accelerator

ModernAdvisor News

2022-04-13 - Live at Exchange: Shaping Wealth CEO Brian Portnoy & Dave Nadig on Behavioral Coaching for Advisors

“I think one of the unsung powers of the modern advisor is just creating an environment in which an individual, a couple, or a family has...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$1M12N/AN/A
#2
$1M12N/AN/A
#3
$2.5M12N/AN/A
#4
$1M12N/AN/A
#5
$1M12N/AN/A