ModernAdvisor Revenue and Competitors

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • ModernAdvisor's estimated annual revenue is currently $1.2M per year.(i)
  • ModernAdvisor's estimated revenue per employee is $78,000

Employee Data

  • ModernAdvisor has 15 Employees.(i)
  • ModernAdvisor grew their employee count by 25% 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
$297.3M159927%$876M$4B
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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

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Total Funding

15

Number of Employees

$1.2M

Revenue (est)

25%

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
$1.9M15-29%$3M
#2
$2M157%N/A
#3
$2.5M15-25%N/A
#4
$0.8M1515%$13.3M
#5
$1.3M15-17%N/A