About LINK
LINK is a company based in Calgary (Canada) founded in 2015. It operates as a SaaS (Software-as-a-Service) and B2B2C. LINK has raised $2.02 million across 1 funding round from investors including Canaccord Genuity Group. LINK offers products and services including Workplace Savings Platform, Retirement Savings Plans (RSPs), and Tax-Free Savings Accounts (TFSAs). LINK operates in a competitive market with competitors including Brex, KonfÃo, Edenred, Khazna and Expensify, among others.
- Headquarter Calgary, Canada
- SectorsFinancial Services
- Website lim.solutions
- Social LinkedIn
- Legal Name Link Investment Management
- Total Equity Funding$2.02M (USD)
in 1 rounds
- Latest Funding Round$2.02M (USD), Series A
Oct 2021
- Investors
Products & Services of LINK
LINK offers a comprehensive portfolio of products and services, including Workplace Savings Platform, Retirement Savings Plans (RSPs), and Tax-Free Savings Accounts (TFSAs).
A digital platform for employer-sponsored retirement savings.
Plans offered for employee retirement savings support.
Accounts provided for tax-free employee savings options.
Funding Insights of LINK
LINK has successfully raised a total of $2.02M through 1 strategic funding round. The most recent funding activity was a Series A round of $2.02 million completed in October 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $2.02M
- Total Rounds 1
- Last Round Series A — $2.02M
- First Round $2.02M
(Oct 2021)
- Investors Count 1
All 1 funding rounds of LINK with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | $2.02M | Series A | – | Canaccord Genuity Group | – |
1 investors in total: 1 institutional.
Investors in LINK
LINK has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Canaccord Genuity Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Merger and acquisitions advisory firm | 1950 | canaccordgenuity.com | Toronto, Canada |
Investor details for LINK
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of LINK
10 people are tracked at LINK (5 in leadership, 4 in board & advisors, 1 in team).
| Name | Role | Group |
|---|---|---|
Dave Ewasuik | Director | Leadership |
Joshua Miles, MBA, B.Eng.Mgt, CSPO | Vice President of Product Management | Leadership |
Josh Davis | Chief Technology Officer | Leadership |
Brian McClennon | Co-Founder & CEO | Leadership |
David Epstein | Executive Vice President Of Operations And Chief Of Staff | Leadership |
Louis Roquet | Director | Board & advisors |
David Ewasuik | Director | Board & advisors |
Lawrence Vincent McManus | Director | Board & advisors |
Jennifer Tkachuk-Tremblay Stasiewich | Director | Board & advisors |
Keaton Johnstone | Staff Developer | Team |
Complete people profiles for LINK
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of LINK
2 dated milestones of LINK across 6 years, from founding to its latest funding, stage changes and deals.
- Founded LINK is founded.
- Funding First funding round of $2.0M.
Competitors of LINK
LINK 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 Brex, KonfÃo, Edenred, Khazna and Expensify, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| brex.com | 2017 | Draper, United States | $1.16B | – | SaaS-driven credit card and spend management solutions platform for businesses | |
| konfio.mx | 2014 | Miguel Hidalgo, Mexico | $378M | – | Financial solutions platform provider | |
| edenred.com | 2010 | – | – | – | Employee benefits and payment solutions are managed for businesses. | |
| khazna.app | 2019 | Giza, Egypt | $16M | – | Digital wallet platform for individuals | |
| expensify.com | 2008 | San Francisco, United States | $27.75M | 133 | Cloud-based expense management solutions are offered for business travelers. | |
| micruity.com | 2017 | Toronto, Canada | $29.11M | 12 | Pension management solutions are provided for deferred annuities and plans. | |
| navabenefits.com | 2019 | New York, United States | $90M | – | Employee benefits brokerage and administrative services are provided to companies. | |
| 401go.com | 2017 | West Jordan, United States | $14.16M | 14 | Online platform for enterprise employee benefits administration is provided. |
Detailed competitors of LINK
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Link
Complete news archive for LINK
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to LINK
10 companies that operate in the same segment as LINK (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about LINK
LINK was founded in 2015 and raised its 1st funding round 6 years after it was founded.
LINK is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
LINK is a funded company, having raised a total of $2.02M across 1 funding round to date. The company's 1st funding round was a Series A of $2.02M, raised on Oct 2021.
A comprehensive digital savings platform is offered by LINK, targeting Canadian employers, financial institutions, advisors, and licensing partners. Workplace savings solutions, including Retirement Savings Plans (RSPs), Tax-Free Savings Accounts (TFSAs), and Deferred Profit-Sharing Plans (DPSPs), are delivered through partnerships. The platform is designed to integrate with payroll and HRIS systems, providing low-cost, diversified investment portfolios for employees. Seamless management tools and branding options are also made available to partners.
LINK offers Workplace Savings Platform, Retirement Savings Plans (RSPs), and Tax-Free Savings Accounts (TFSAs).
LINK has 1 investor. Key investors include Canaccord Genuity Group.
LINK operates through Link Investment Management.