Portag3 Ventures

Portag3 Ventures is a venture capital firm based in Toronto, Canada, that focuses on early-stage investments in the fintech sector. Established in 2016, the firm aims to identify and support innovative companies in areas such as digital wealth management, insurance, and personal finance, as well as those utilizing enabling technologies like artificial intelligence within financial services. Portag3 Ventures predominantly invests in Canadian companies but also seeks opportunities globally, particularly in the Asia-Pacific region and Europe, especially Germany. The firm typically makes investments starting at $0.25 million, emphasizing long-term engagement and support for its portfolio companies to drive innovation and enhance consumer wellbeing in the financial services industry. As a subsidiary of Sagard Holdings, Portag3 Ventures combines local insights with a global perspective to foster growth in the fintech landscape.

Jake Bodanis

Principal

Stephanie Choo

Partner

Hélène Falchier

Partner

Adam Felesky

Partner

David Fraser

Director of Corporate Finance

Gasser B.Com, CFA, Melissa

Principal

Robert Hamlin

Principal

Leslie Hill

Principal, and Head of Investor Relations

Amer Javed

Vice President of Finance

Sinath Kim

Principal

Ivan Koparan

Senior Research Associate

Ricky Lai

Partner

Victoire de Lavigne

Associate

Leo Liu

Investor

Samuel D. Robinson

president

Grégoire Viat

Associate

Karel Vuong

Associate

Past deals in Manitoba

Conquest Planning

Series A in 2023
Conquest Planning Inc. is a financial technology company based in Winnipeg, Canada, that offers an online platform for financial planning and advice. Established in 2018, the company focuses on providing innovative solutions tailored to the needs of the financial services industry. Through its platform, Conquest Planning aims to enhance the financial planning process, making it more accessible and efficient for users seeking personalized financial advice.

Conquest Planning

Seed Round in 2021
Conquest Planning Inc. is a financial technology company based in Winnipeg, Canada, that offers an online platform for financial planning and advice. Established in 2018, the company focuses on providing innovative solutions tailored to the needs of the financial services industry. Through its platform, Conquest Planning aims to enhance the financial planning process, making it more accessible and efficient for users seeking personalized financial advice.

Conquest Planning

Seed Round in 2020
Conquest Planning Inc. is a financial technology company based in Winnipeg, Canada, that offers an online platform for financial planning and advice. Established in 2018, the company focuses on providing innovative solutions tailored to the needs of the financial services industry. Through its platform, Conquest Planning aims to enhance the financial planning process, making it more accessible and efficient for users seeking personalized financial advice.