Company Email Format Management

ModernAdvisor

Investment Management Ca 13 employees

Employees: 13
Contacts: 2
Emails: 2
Phones: 1

modernadvisor.ca LinkedIn Crunchbase

ModernAdvisor Overview

Headquarters: Ca
Phone Number: Available in AeroLeads
Website: modernadvisor.ca
Industry: Investment Management
Employees: 13
Founded: 2013
Funding: 2.2M
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Advice Investment management Financial Services ETF management RRSP & TFSA management

About ModernAdvisor

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.

ModernAdvisor Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

ModernAdvisor Org Chart

Sample employees and titles

Name	Title	Location	Contact
Darryl Clarke	Full Stack Web Developer		View
Chris Fontana, Cfa, Cim	Experienced Sales Executive, Helping	Toronto, Ontario, Canada	Email
Scott Douglas Baker, Cfa	Client Portfolio Manager and Wealth	Toronto, Ontario, Canada	Email Phone
Krysten Merriman	Co-founder, CMO at Spring Planning		View