Nicola Wealth Management

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals. With locations in the Lower Mainland (Vancouver and Richmond offices), the Okanagan (Kelowna office), and the Greater Toronto Area (Toronto office), Nicola Wealth provides executives, business owners and incorporated individuals across Canada with the full-service, integrated approach they require.

John Nicola

Chairman and CEO and Founder

10 past transactions

RenoRun

Series B in 2022
RenoRun is building the world's largest single source platform for general contractors to purchase materials. Their mobile-friendly platform is a one-stop-shop when it comes to construction material supply. This app is revolutionizing the construction industry by maximizing productivity, saving contractors wasted run-around hours, and allowing their clients to leave their competition in the dust. Their trained runners will collect and deliver the desired materials to the job site. RenoRun was founded in 2016 and is headquartered in Montreal, Canada, with offices in Toronto and Austin, Texas.

Sonic Incytes

Series A in 2021
Sonic Incytes is a medical device start-up company developing quantitative ultrasound for point-of-care diagnostic and procedure guidance. our mission to enable routine assessment and management of liver health, with diagnostic accuracy you can count on.

Kore.ai

Series C in 2021
Kore.ai is a developer of an enterprise conversational and generative AI platform to help organizations design, develop, test, and manage chatbots for internal or customer-facing business scenarios. The company’s innovative platform, no-code tools, and solutions are used to deliver end-to-end customer and employee experiences from automated to human-assisted and to build generative AI-enabled applications. Kore.ai takes an open approach allowing companies to choose the LLMs and infrastructure that best meet their business needs. Trusted by over 200 partners and 400 Fortune 2000 companies, Kore.ai helps them navigate their AI strategy. The company has a strong patent portfolio in the AI space and has been recognized as a leader and an innovator by top analysts. Headquartered in Orlando Kore.ai has a network of offices to support customers including in India, the UK, the Middle East, Japan, South Korea, and Europe.

FoodLogiQ

Series B in 2019
FoodLogiQ specializes in supplier management, food safety compliance, quality incident, and whole chain traceability to verify supplier compliance with food safety and act, allowing food companies to improve global supply chain visibility, streamline supplier management, build quality issue tracking, and reporting.

FoodLogiQ

Venture Round in 2018
FoodLogiQ specializes in supplier management, food safety compliance, quality incident, and whole chain traceability to verify supplier compliance with food safety and act, allowing food companies to improve global supply chain visibility, streamline supplier management, build quality issue tracking, and reporting.

WealthBar

Venture Round in 2016
WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing simpler, easier and cheaper than the alternatives. The end result is Canada's very first completely online financial advisor service.

WealthBar

Seed Round in 2013
WealthBar is building Canada's first online portfolio management services. This brings together technology, financial advice and expert portfolio management to make online investing simpler, easier and cheaper than the alternatives. The end result is Canada's very first completely online financial advisor service.
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