Nicola Wealth

Nicola Wealth, established in 1994, is a Vancouver-based, privately owned investment management firm. It offers comprehensive wealth management services, including taxation and retirement planning, as well as business consultation services such as advice on incorporation, mergers, and acquisitions. Primarily serving high net worth individuals and families across Canada, Nicola Wealth manages client-focused portfolios, investing in global public equity, fixed income, real estate, and alternative investment markets. The firm seeks value-oriented equity investments and provides its services through offices in Vancouver, Richmond, Kelowna, and Toronto.

John Nicola

Chairman and CEO and Founder

Jurgen Van Vuuren

Senior Director and Head, Private Debt

13 past transactions

Spare

Series B in 2024
Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times, and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility.

Kore.ai

Series D in 2024
Kore.ai, Inc. is a developer of artificial intelligence-driven chatbot solutions for enterprises, specializing in conversational and generative AI platforms. Founded in 2011 and headquartered in Orlando, Florida, the company offers no-code tools that enable organizations to design, develop, test, and manage chatbots for various applications, including banking, sales, IT help desks, and commerce. Kore.ai's platform facilitates both automated and human-assisted interactions, allowing businesses to enhance customer and employee experiences. The company supports its clients by providing the flexibility to choose the language models and infrastructure that best fit their needs. With a robust patent portfolio and recognition from industry analysts as a leader in AI innovation, Kore.ai serves over 400 Fortune 2000 companies and maintains a global presence with offices in regions such as India, the UK, and Japan.

Avidbots

Series C in 2022
Avidbots, established in 2014 and headquartered in Ottawa, Canada, specializes in developing and manufacturing autonomous commercial floor cleaning robots. Their flagship product, NEO, uses laser mapping technology to efficiently clean and maintain large spaces in various industries, including airports, retail malls, hospitals, and warehouses. NEO operates alongside human cleaning crews, allowing them to focus on higher-value tasks while the robot handles repetitive floor scrubbing. The company's mission is to integrate robots into everyday life to enhance human potential.

RenoRun

Series B in 2022
RenoRun Inc. is a construction materials delivery company that provides a wide range of products, including beams, bricks, and concrete mixes, primarily serving the construction industry. Established in 2016 and headquartered in Montreal, Canada, RenoRun operates in key markets such as Toronto, Canada, and Austin, Texas. The company offers a mobile-friendly platform that allows general contractors to efficiently order materials and receive timely deliveries directly to job sites, thereby enhancing productivity and reducing downtime. With a focus on streamlining the procurement process, RenoRun aims to be the largest single-source platform for construction materials, simplifying the supply chain for contractors and builders.

Sonic Incytes Medical

Series A in 2021
Sonic Incytes Medical Corp is a medical device company based in Vancouver, Canada, focused on developing handheld ultrasound solutions for the assessment and monitoring of chronic liver diseases. Incorporated in 2012, the company aims to enhance routine liver health evaluation through non-invasive methods that provide reliable diagnostic accuracy. Its portable ultrasound devices are designed for point-of-care diagnostics and procedure guidance, enabling healthcare practitioners to improve the standard of care in quantifying conditions such as fatty liver disease. Through its innovative technology, Sonic Incytes seeks to facilitate better management of liver health for patients.

Spare

Series A in 2021
Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times, and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility.

Kore.ai

Series C in 2021
Kore.ai, Inc. is a developer of artificial intelligence-driven chatbot solutions for enterprises, specializing in conversational and generative AI platforms. Founded in 2011 and headquartered in Orlando, Florida, the company offers no-code tools that enable organizations to design, develop, test, and manage chatbots for various applications, including banking, sales, IT help desks, and commerce. Kore.ai's platform facilitates both automated and human-assisted interactions, allowing businesses to enhance customer and employee experiences. The company supports its clients by providing the flexibility to choose the language models and infrastructure that best fit their needs. With a robust patent portfolio and recognition from industry analysts as a leader in AI innovation, Kore.ai serves over 400 Fortune 2000 companies and maintains a global presence with offices in regions such as India, the UK, and Japan.

CPS Capital

Debt Financing in 2021
CPS Capital is a private equity investment firm established in 2013 and based in Toronto, Canada. The firm specializes in supporting small and medium-sized businesses by collaborating closely with their management teams to enhance growth and operational efficiency. CPS Capital is dedicated to fostering the long-term objectives of business owners, either by facilitating their growth strategies or offering liquidity solutions. With a strong commitment to entrepreneurship, CPS Capital actively engages in the investment process, aiming to create value for its portfolio companies.

Vendasta Technologies

Venture Round in 2021
Vendasta Technologies, Inc., established in 2008 and headquartered in Saskatoon, Canada, specializes in building and operating Vendasta, a comprehensive sales and marketing automation platform. This platform empowers agencies and media companies to sell digital solutions to local businesses, both in Canada and internationally. Key features include marketing automation for prospect identification, a product catalog for diverse offerings, pipeline management for sales teams, personalized reports for local businesses, and digital agency management solutions. Additionally, Vendasta offers a wholesale marketplace with tools for reputation management, listing management, social marketing, and competitive insights. The company's mission is to stimulate local economies by democratizing technology for small and medium-sized enterprises through its end-to-end e-commerce platform.

FoodLogiQ

Series B in 2019
FoodLogiQ, LLC is a software company based in Durham, North Carolina, founded in 2006, with an additional office in Calgary, Canada. It specializes in providing on-demand software solutions focused on traceability, food safety, and sustainability for various segments within the food industry, including restaurants, grocery retailers, and food distributors. The company's platform offers tools for supplier management, compliance with food safety regulations, and quality incident tracking. Key products include Mange+Monitor, Track+Trace, and Recall+Response, which support functionalities such as product identification, audit management, and automated quality procedures. FoodLogiQ aims to enhance global supply chain visibility and streamline operational processes, allowing food companies to effectively manage supplier compliance and improve overall food safety practices. The company operates as a subsidiary of Clarkston Consulting, Inc.

FoodLogiQ

Venture Round in 2018
FoodLogiQ, LLC is a software company based in Durham, North Carolina, founded in 2006, with an additional office in Calgary, Canada. It specializes in providing on-demand software solutions focused on traceability, food safety, and sustainability for various segments within the food industry, including restaurants, grocery retailers, and food distributors. The company's platform offers tools for supplier management, compliance with food safety regulations, and quality incident tracking. Key products include Mange+Monitor, Track+Trace, and Recall+Response, which support functionalities such as product identification, audit management, and automated quality procedures. FoodLogiQ aims to enhance global supply chain visibility and streamline operational processes, allowing food companies to effectively manage supplier compliance and improve overall food safety practices. The company operates as a subsidiary of Clarkston Consulting, Inc.

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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