About FundEX Investments
FundEX Investments is a company based in Quebec City (Canada) founded in 1995 was acquired by iA Financial Group in July 2021.. FundEX Investments offers products and services including RRSP Plans, TFSA, RESP, and RRIF. FundEX Investments operates in a competitive market with competitors including Wellington-Altus, Harbourfront Wealth Management, Nicola Wealth, Lexaria Bioscience and IGM Financial, among others.
- Headquarter Quebec City, Canada
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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Social
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- Legal Name Investia Financial Services Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
iA Financial Group
(Jul 06, 2021)
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Products & Services of FundEX Investments
FundEX Investments offers a comprehensive portfolio of products and services, including RRSP Plans, TFSA, RESP, and RRIF. 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.
Registered Retirement Savings Plan for tax-advantaged long-term savings.
Tax-free savings account for flexible investment without tax on growth.
Registered Education Savings Plan to fund future education expenses.
Registered Retirement Income Fund for post-retirement withdrawals.
Funding Insights of FundEX Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in FundEX Investments
FundEX Investments has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include iA Financial Group. 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.
| Investor | Description | Founded Year | Domain | Location |
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Private foundations focused on insurance sectors
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by FundEX Investments
| 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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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - FundEX Investments
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Fundex Investments Comparisons
Competitors of FundEX Investments
FundEX Investments 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 Wellington-Altus, Harbourfront Wealth Management, Nicola Wealth, Lexaria Bioscience and IGM Financial, 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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| domain | founded_year | HQ Location |
Wealth management services are provided by Wellington-Altus.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients in Canada.
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| domain | founded_year | HQ Location |
Offers wealth management services and invests in growth-equity companies through funds.
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| domain | founded_year | HQ Location |
Patented drug delivery technology is developed for bioactive molecules.
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| domain | founded_year | HQ Location |
Wealth and investment management services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management services are provided to physicians.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Fundex Investments
Frequently Asked Questions about FundEX Investments
When was FundEX Investments founded?
FundEX Investments was founded in 1995.
Where is FundEX Investments located?
FundEX Investments is headquartered in Quebec City, Canada. It is registered at Quebec City, Quebec, Canada.
Who is the current CEO of FundEX Investments?
David Vowles is the current CEO of FundEX Investments.
What does FundEX Investments do?
FundEX Investments was established in 1995 as an investment management firm based in Quebec City, Canada. Operations are centered on managing client portfolios and offering advisory services within the financial sector. The company is led by CEO David Vowles. Focus is placed on investment strategies tailored to various client needs, with activities conducted primarily in the Canadian market. Domain services are accessible via fundex.com.
Who are the top competitors of FundEX Investments?
FundEX Investments's top competitors include Lexaria Bioscience, Wellington-Altus and IGM Financial.
What products or services does FundEX Investments offer?
FundEX Investments offers RRSP Plans, TFSA, RESP, and RRIF.
Who are FundEX Investments's investors?
FundEX Investments has 1 investor. Key investors include iA Financial Group.