About Agora Wealth
Powering Human Advice Au service du conseil humain
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Mississauga, Ontario
- Founded
- 2018
- Company type
- Privately Held
We believe the future of wealth management belongs to independent advisors - supported by institutional-grade AI Native infrastructure. Agora exists to make that possible.
Nous croyons que l’avenir de la gestion de patrimoine appartient aux conseillers indépendants - appuyés par une infrastructure institutionnelle native à l’IA. Agora existe pour rendre cela possible.
Specialties
- Carry Dealer
- Intermediary
- State-of-the-art Digital Wealth Platform - CRM 2 Compliant
- Model Portfolios
- Separately Managed Account Style Structures
- Integrated Planning and Reporting Tools
- Automated Portfolio Rebalancing
- Nominee & Fee-Based Accounts
- No-Fee and Low-Fee Accounts
- Digital/electronic onboarding and eSignatures
- Customizable Advisor Interface/Dashboard
- Dealer
- Advisor and Client Portal
- Electronic statements
- trade confirmations
- tax documents
- Compliance Oversight
- Practice Management Program
- and High Touch
- Responsive and Empowered Client Service Team
Company locations
6285 Northam Dr, Suite 100, Mississauga, Ontario L4V 1X5, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 875
- People linked to this company
- 18
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.