About Cascades Financial Solutions
Cascades Financial Solutions is a company based in Ingersoll (Canada) founded in 2016 by Jonathan Kestle and Ian C. Moyer was acquired by PureFacts in May 2020. Cascades Financial Solutions offers products and services including Retirement Insights Tool, Retirement Insights API, and Customizable Reports. Cascades Financial Solutions operates in a competitive market with competitors including Facet, Purpose Unlimited, iA Private Wealth, IG Wealth Management and RetireWare, among others.
- Headquarter Ingersoll, Canada
- Founders Jonathan Kestle, Ian C. Moyer
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Technology
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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
Funding Insights of Cascades Financial Solutions
Detailed funding history for Cascades Financial Solutions
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Investors in Cascades Financial Solutions
Cascades Financial Solutions has secured backing from 1 investor. Prominent investors backing the company include PureFacts.
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CRM solutions for wealth managers
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Investor details for Cascades Financial Solutions
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Investments & Acquisitions by Cascades Financial Solutions
Investment portfolio details for Cascades Financial Solutions
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Financial Statements - Cascades Financial Solutions
Detailed financials for Cascades Financial Solutions
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Cascades Financial Solutions Comparisons
Peer comparison for Cascades Financial Solutions
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Competitors of Cascades Financial Solutions
Cascades Financial Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Facet, Purpose Unlimited, iA Private Wealth, IG Wealth Management and RetireWare, among others.
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User-generated videos are streamed online via the Facet platform.
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Wealth management services are provided by Purpose Unlimited in Toronto.
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Provides comprehensive wealth planning, investment advice, and tax strategies for individuals.
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Online financial advice and planning services are provided.
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Retirement planning is enabled through financial management and investment allocation.
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AI-driven tools for financial planning and debt management are provided.
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Detailed competitors of Cascades Financial Solutions
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Latest news on 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 IG Wealth Management.
Cascades Financial Solutions offers Retirement Insights Tool, Retirement Insights API, and Customizable Reports.
Cascades Financial Solutions has 1 investor. Key investors include PureFacts.