About Cascades Financial Solutions
Cascades Financial Solutions is a Technology company based in Ingersoll (Canada) founded in 2016 by Jonathan Kestle and Ian C. Moyer, and was acquired by PureFacts in May 2020. Cloud-based retirement and estate planning platform is provided. Cascades Financial Solutions offers products and services including Retirement Insights Tool, Retirement Insights API, and Customizable Reports. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include Facet, Purpose Unlimited and iA Private Wealth; 1 of its 3 listed competitors has raised funding.
Company details
Founded in 2016 and based in Ingersoll, Canada, Cascades Financial Solutions operates as a cloud-based platform in the financial services sector, focusing on retirement and estate planning. An income calculator is featured to deliver analysis on withdrawals, savings, pension credits, income splitting, returns, risks, and tax benefits. Financial planning knowledge and expertise are also supplied to support users.
Products & Services of Cascades Financial Solutions
Cascades Financial Solutions offers a comprehensive portfolio of products and services, including Retirement Insights Tool, Retirement Insights API, and Customizable Reports.
Tool for generating tax-efficient retirement income strategies
API for customizable retirement planning integrations
Reports for white-labeled retirement income projections
Apps and channels of Cascades Financial Solutions
its YouTube channel Milestones Retirement Insights has 20 subscribers.
Investors in Cascades Financial Solutions
Cascades Financial Solutions has secured backing from 1 investor. Prominent investors backing the company include PureFacts.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
CRM solutions for wealth managers | 2010 | purefacts.com | Toronto, Canada |
Investor details for Cascades Financial Solutions
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People of Cascades Financial Solutions
2 people are tracked at Cascades Financial Solutions (2 in leadership).
| Name | Role | Group |
|---|---|---|
Jonathan Kestle | Co-Founder & COO | Leadership |
Ian C. Moyer | Co-Founder | Leadership |
Complete people profiles for Cascades Financial Solutions
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Timeline of Cascades Financial Solutions
2 dated milestones of Cascades Financial Solutions across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Cascades Financial Solutions is founded.
- Exit Acquired by PureFacts.
Competitors of Cascades Financial Solutions
Cascades Financial Solutions has 3 listed competitors in our database, 1 of them funded. They include Facet, Purpose Unlimited and iA Private Wealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| facet.com | 1991 | Vancouver, Canada | 267 | User-generated videos are streamed online via the Facet platform. | ||
| purpose-unlimited.com | 2012 | Toronto, Canada | $42.05M | 30 | Wealth management services are provided by Purpose Unlimited in Toronto. | |
| iaprivatewealth.ca | 2002 | Montreal, Canada | Provides comprehensive wealth planning, investment advice, and tax strategies for individuals. |
Detailed competitors of Cascades Financial Solutions
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Related news about Cascades Financial Solutions
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Frequently Asked Questions about Cascades Financial Solutions
Cascades Financial Solutions was founded in 2016.
Cascades Financial Solutions is headquartered in Ingersoll, Canada. It is registered at Ingersoll, Ontario, Canada.
Founded in 2016 and based in Ingersoll, Canada, Cascades Financial Solutions operates as a cloud-based platform in the financial services sector, focusing on retirement and estate planning. An income calculator is featured to deliver analysis on withdrawals, savings, pension credits, income splitting, returns, risks, and tax benefits. Financial planning knowledge and expertise are also supplied to support users.
Cascades Financial Solutions's top competitors include Facet, Purpose Unlimited and iA Private Wealth.
Cascades Financial Solutions offers Retirement Insights Tool, Retirement Insights API, and Customizable Reports.
Cascades Financial Solutions has 1 investor. Key investors include PureFacts.
Yes. Cascades Financial Solutions was acquired by PureFacts in May 2020.