MODERNADVISOR
ModernAdvisor is an online investment management firm that enables users to build personalized investment portfolios. The company charges a transparent management fee and builds diversified portfolios using ETFs. The company complements expert investment insights with proprietary algorithms and an interactive website to bring low-cost investment management to Canada. ModernAdvisor was founded in 2013 and is based in Vancouver, British Columbia.
MODERNADVISOR
Industry:
Consulting Finance Financial Services FinTech
Founded:
2013-01-01
Address:
Vancouver, British Columbia, Canada
Country:
Canada
Website Url:
http://www.modernadvisor.ca
Total Employee:
11+
Status:
Active
Contact:
+1 (604) 259-0630
Total Funding:
2.2 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress
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Current Employees Featured
Founder
Investors List
Conconi Growth Partners
Conconi Growth Partners investment in Venture Round - ModernAdvisor
Moray Keith
Moray Keith investment in Venture Round - ModernAdvisor
Official Site Inspections
http://www.modernadvisor.ca Semrush global rank: 4.14 M Semrush visits lastest month: 2.89 K
- Host name: aec037177372cc6cd.awsglobalaccelerator.com
- IP address: 3.33.251.168
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
More informations about "ModernAdvisor"
Team Page - ModernAdvisor
Meet the Team We are a driven team of entrepreneurs, engineers and financial gurus with one …See details»
COMPANY OVERVIEW - Ivey Business School
COMPANY OVERVIEW ModernAdvisor Canada Inc. (ModernAdvisor) is a Vancouver-based …See details»
ModernAdvisor Help Center
ModernAdvisor Help CenterAdvice and answers from the ModernAdvisor TeamSee details»
Our Portfolios Page - modernadvisor.ca
Our Portfolios Our portfolios are categorized based on their risk. Lower risk level portfolios are …See details»
Where is my money held? | ModernAdvisor Help Center
The accounts of all clients of ModernAdvisor are held at Aviso Financial Inc (formally known as …See details»
What would happen if ModernAdvisor ceased doing business?
ModernAdvisor never holds any of your money, it is held at one of our independent custodians, …See details»
What is ModernAdvisor? | ModernAdvisor Help Center
A quick introduction to ModernAdvisorSee details»
General Questions | ModernAdvisor Help Center
How is ModernAdvisor regulated? Where is my money held? Why are Aviso and CI Investment …See details»
ModernAdvisor joins Guardian Capital group of …
Feb 28, 2020 Today, we are excited to announce that ModernAdvisor has joined the Guardian Capital group of companies. Our transparent and tech-enabled approach to investing, combined with Guardian Capital’s expertise and …See details»
Change or Modify a Deposit | ModernAdvisor Help Center
How to change or modify an existing contribution, PAC or withdrawal.See details»
Understanding ModernAdvisor's Portfolio Management Fees
At ModernAdvisor, we value transparency and simplicity when it comes to investment fees. …See details»
ModernAdvisor | Scotiabank Digital Banking Lab - ivey.uwo.ca
Jan 28, 2016 ModernAdvisor also offers free initial consultations and risk-free trials via a …See details»
Pro Page - ModernAdvisor
ModernAdvisor Pro offers a simple digital account opening process on desktop and mobile. We …See details»
Methodology Page - ModernAdvisor
The optimal asset allocation for each client The proportions of each asset class in a client …See details»
ModernAdvisor Blog | Better Investing Starts Here
Apr 15, 2025 ModernAdvisor is a next-generation financial advisor that is disrupting …See details»
Wealthstack | ModernAdvisor
At ModernAdvisor we believe that investing is just a part of your financial success.Along with …See details»
Our Portfolios Page - ModernAdvisor
Our Portfolios Our portfolios are categorized based on their risk. Lower risk level portfolios are …See details»
Braun Financial | ModernAdvisor
Welcome Braun Financial clients! ModernAdvisor is now a portfolio manager available to Braun …See details»
ModernAdvisor - Apps on Google Play
Aug 14, 2025 Account Security ModernAdvisor is registered with provincial securities …See details»
COVID-19 vaccines in Canada: Updated shots approved for fall
1 day ago Health Canada has authorized updated COVID-19 vaccines by Pfizer and …See details»