About Knowledge First Financial
Knowledge First Financial is a Financial Services company based in Mississauga (Canada) founded in 2011. It offers online RESP accounts for tracking and growing education savings. It operates on a B2C and D2C model. Knowledge First Financial has completed 1 acquisition, including Heritage Education Funds. Knowledge First Financial offers products and services including Embark Student Plan, RESP Calculator, and Embark Select Conservative Plan. Its focus areas include Investment Tech, Education Funding, Grant Optimization and FinTech. Its legal entity is Embark Student Corp. Its competitors include Wellington-Altus, Harbourfront Wealth Management and Nicola Wealth; 2 of its 3 listed competitors have raised funding.
Company details
Embark is a Canadian company specializing in Registered Education Savings Plans (RESPs) to help families save for childrens post-secondary education. It offers user-friendly online tools for tracking, managing, and maximizing savings through government grants. The platform allows easy contributions, gifting from family, and calculators for projections. Serving parents across various Canadian provinces, it emphasizes accessible and efficient financial planning with no hidden fees or minimums.
- Headquarters Mississauga, Canada
- SectorsFinancial Services
- Website knowledgefirstfinancial.ca
- Social LinkedIn X Facebook YouTube
- Legal Name Embark Student Corp
- Investments & Acquisitions
Products & Services of Knowledge First Financial
Knowledge First Financial offers a comprehensive portfolio of products and services, including Embark Student Plan, RESP Calculator, and Embark Select Conservative Plan.
Online tool for tracking and managing education savings with grants.
Projects savings and costs for post-secondary education planning.
Conservative savings plan focused on secure education fund growth.
Apps and channels of Knowledge First Financial
its YouTube channel Embark has 399 subscribers and 21 videos.
Videos from Knowledge First Financial
The most watched videos on Knowledge First Financial's YouTube channel, Embark (399 subscribers). Click a video to play it here.
More on Embark.
Investments & Acquisitions by Knowledge First Financial
Knowledge First Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Heritage Education Funds.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment management is handled from Toronto, Canada. | heritageresp.com | Toronto, Canada | 1965 | Jan 2018 | •••• |
Complete acquisition details for Knowledge First Financial
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Timeline of Knowledge First Financial
2 dated milestones of Knowledge First Financial across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Knowledge First Financial is founded.
- Acquisition Acquires Heritage Education Funds.
Competitors of Knowledge First Financial
Knowledge First Financial has 3 listed competitors in our database, 2 of them funded. They include Wellington-Altus, Harbourfront Wealth Management and Nicola Wealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wellington-altus.ca | 2017 | Vancouver, Canada | $98.13M | Wealth management services are provided by Wellington-Altus. | ||
| harbourfrontwealth.com | 2013 | Vancouver, Canada | $310.92M | Wealth management services are provided to clients in Canada. | ||
| nicolawealth.com | 1994 | Vancouver, Canada | Offers wealth management services and invests in growth-equity companies through funds. |
Detailed competitors of Knowledge First Financial
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Web traffic of Knowledge First Financial
Websites that share an audience with Knowledge First Financial (knowledgefirstfinancial.ca).
Websites whose visitors overlap most with Knowledge First Financial. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| heritageresp.com | 85% | View details |
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Related news about Knowledge First Financial
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Frequently Asked Questions about Knowledge First Financial
Knowledge First Financial was founded in 2011.
Knowledge First Financial is headquartered in Mississauga, Canada. It is registered at Mississauga, Ontario, Canada.
Embark is a Canadian company specializing in Registered Education Savings Plans (RESPs) to help families save for childrens post-secondary education. It offers user-friendly online tools for tracking, managing, and maximizing savings through government grants. The platform allows easy contributions, gifting from family, and calculators for projections. Serving parents across various Canadian provinces, it emphasizes accessible and efficient financial planning with no hidden fees or minimums.
Knowledge First Financial's top competitors include Wellington-Altus, Harbourfront Wealth Management and Nicola Wealth.
Knowledge First Financial offers Embark Student Plan, RESP Calculator, and Embark Select Conservative Plan.
Knowledge First Financial has made 1 acquisition, including Heritage Education Funds.
Knowledge First Financial operates through Embark Student Corp.