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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Sectors
Technology
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Email
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Phone
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Website
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Social
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
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CRM solutions for wealth managers
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Cascades Financial Solutions
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cascades Financial Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Cascades Financial Solutions Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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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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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Cascades Financial Solutions
Frequently Asked Questions about Cascades Financial Solutions
When was Cascades Financial Solutions founded?
Cascades Financial Solutions was founded in 2016.
Where is Cascades Financial Solutions located?
Cascades Financial Solutions is headquartered in Ingersoll, Canada. It is registered at Ingersoll, Ontario, Canada.
What does Cascades Financial Solutions do?
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.
Who are the top competitors of Cascades Financial Solutions?
Cascades Financial Solutions's top competitors include Facet, Purpose Unlimited and IG Wealth Management.
What products or services does Cascades Financial Solutions offer?
Cascades Financial Solutions offers Retirement Insights Tool, Retirement Insights API, and Customizable Reports.
Who are Cascades Financial Solutions's investors?
Cascades Financial Solutions has 1 investor. Key investors include PureFacts.
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