About ModernAdvisor
Sophisticated investing, simplified.
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Vancouver, British Columbia
- Founded
- 2013
- Company type
- Privately Held
ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.
We believe our commitment to hybrid advice sets us apart in the industry. We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management.
This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc.
In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.
Specialties
- Investment Advice
- Investment management
- Financial Services
- ETF management
- and RRSP & TFSA management
Company locations
1075 W Georgia St, 1880, Vancouver, British Columbia V6E 3C9, CA
Locations listed on the company profile. These may include offices outside Canada, and not every location is hiring.
On LinkedIn
- Followers
- 1,022
- People linked to this company
- 15
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.