IGM Financial
IGM Financial Inc. is a prominent wealth and asset management company based in Canada, operating primarily through its subsidiaries IG Wealth Management and Mackenzie Investments. The company offers a comprehensive range of financial planning services, including investment, tax, retirement, education, risk management, and estate planning. It provides various investment products such as mutual funds, segregated funds, and separately managed accounts. Additionally, IGM Financial delivers banking products like personal loans, lines of credit, and deposit accounts, along with insurance services covering life, disability, and health. With a strong focus on both retail and institutional clients, IGM Financial utilizes a network of consultants and distribution channels to reach its customers. Established in 1894 and headquartered in Winnipeg, IGM Financial is a subsidiary of Power Financial Corporation, which holds a significant equity stake in the company. As one of Canada's largest managers of mutual funds and asset products, IGM Financial is recognized as the largest non-bank-affiliated asset manager in the country.
Top Stages
8 past transactions
Rockefeller Capital Management
Venture Round in 2023
Rockefeller Capital Management is an independent financial advisory firm based in New York City, established in 1882. It serves a diverse clientele, including families, individuals, institutional investors, and corporations, focusing on wealth preservation, growth, and diversification. The firm specializes in a range of services, such as investment advisory, private banking, lending, and capital market advisory, while also offering expertise in mergers and acquisitions, transaction structuring, and proprietary investments. With a legacy rooted in a century-old family investment office, Rockefeller Capital Management prides itself on its integrity and the depth of expertise of its professionals, who are dedicated to providing sophisticated financial solutions tailored to the unique needs of their clients, including charitable organizations and nonprofit entities.
Nesto
Series C in 2022
Nesto Inc. is a Montreal-based mortgage broker established in 2017. The company specializes in providing financial and mortgage advice, focusing on various aspects of property-related lending, such as help to buy, buy-to-let, and affordable housing schemes. Nesto aims to create a positive and transparent property financing experience by leveraging advanced technology to screen the entire market for the most affordable mortgage options. Its platform utilizes artificial intelligence to identify relevant mortgage products quickly. Additionally, Nesto's commission-free experts offer unbiased support throughout the financing process, helping clients make informed decisions regarding their property investments.
Conquest Planning
Seed Round in 2021
Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.
Personal Capital
Series F in 2019
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
Quovo
Series B in 2018
Quovo Inc. is a New York-based company that develops a data platform focused on providing financial analytics and data management solutions for small- and mid-sized investors. The platform connects to millions of consumer financial accounts across over 14,000 institutions, allowing businesses to retrieve, organize, and analyze essential financial data. Quovo's offerings include tools for portfolio data normalization and reconciliation, as well as features that streamline client onboarding and facilitate ACH payments. Its services cater to a diverse clientele, including endowments, family offices, financial advisors, and individuals, enhancing their ability to manage investments and personalize financial services. Founded in 2009, Quovo operates as a subsidiary of Plaid Inc.
Personal Capital
Series E in 2017
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
Personal Capital
Series E in 2016
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
Personal Capital
Series E in 2016
Personal Capital Corporation is a digital wealth management company that offers financial advisory services and innovative software solutions to help individuals manage their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the company provides tools that allow users to monitor income, spending, and investment performance in one place. Its services include wealth management, personalized financial planning, risk assessments, and investment checkup tools. With a user base exceeding 2.5 million customers, Personal Capital combines advanced technology with expert guidance from registered investment advisors to deliver customized financial strategies aligned with clients' goals. Originally known as SafeCorp Financial Corp., the company rebranded to Personal Capital in June 2010, reflecting its commitment to enhancing personal financial management through technology.
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