ModernAdvisor
About ModernAdvisor
ModernAdvisor is a company based in Vancouver (Canada) founded in 2013 was acquired by Guardian Innovations (Guardian Caps & Pearl by Guardian) in January 2020. ModernAdvisor has raised $2.2 million across 1 funding round from investors including Guardian Innovations (Guardian Caps & Pearl by Guardian). ModernAdvisor operates in a competitive market with competitors including Wealthsimple, Nest Wealth, Responsive, WealthBar and Investia Financial Services, among others.
- Headquarter Vancouver, Canada
- SectorsTechnology
- Website category Finance · Investing
- Website modernadvisor.ca
- Social LinkedIn X Facebook
- Acquired by Guardian Innovations (Guardian Caps & Pearl by Guardian) (Jan 2020)
- Total Equity Funding$2.2M (USD)
in 1 rounds
- Latest Funding Round$2.2M (USD), Angel Round
Sep 2015
- Investors
- Acquired by
Apps and channels of ModernAdvisor
ModernAdvisor publishes 2 mobile apps with over 1K+ downloads.
Funding Insights of ModernAdvisor
ModernAdvisor has successfully raised a total of $2.2M through 1 strategic funding round. The most recent funding activity was a Angel Round of $2.2 million completed in September 2015. 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 $2.2M
- Total Rounds 1
- Last Round Angel Round — $2.2M
- First Round $2.2M
(Sep 2015)
All 1 funding rounds of ModernAdvisor 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 |
|---|---|---|---|---|---|
| Sep 2015 | $2.2M | Angel Round | – | – | – |
1 investors in total: 1 institutional.
Investors in ModernAdvisor
ModernAdvisor has secured backing from 1 investor. Prominent investors backing the company include Guardian Innovations (Guardian Caps & Pearl by Guardian).
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
- | – | guardianinnovations.com | - |
Investor details for ModernAdvisor
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.
Timeline of ModernAdvisor
3 dated milestones of ModernAdvisor across 7 years, from founding to its latest funding, stage changes and deals.
- Founded ModernAdvisor is founded.
- Funding First funding round of $2.2M.
- Exit Acquired by Guardian Innovations (Guardian Caps & Pearl by Guardian).
Competitors of ModernAdvisor
ModernAdvisor 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 Wealthsimple, Nest Wealth, Responsive, WealthBar and Investia Financial Services, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| wealthsimple.com | 2014 | Toronto, Canada | $1.29B | 1,251 | Online robo advisory and stock trading services are provided. | |
| nestwealth.com | 2014 | Toronto, Canada | $5.95M | – | Fully managed investment account. | |
| responsive.ai | 2015 | Vancouver, Canada | $6.9M | – | AI-driven portfolios are adapted to global economic changes for users. | |
| wealthbar.com | 2012 | Vancouver, Canada | $4.26M | – | Online portfolio management and financial advisory services are offered. | |
| investia.ca | 1988 | Quebec, Canada | – | – | Financial advisory and investment services are offered to individuals online. | |
| quiena.com | 2015 | Buenos Aires, Argentina | $1.66M | – | Automated financial advice is offered for US asset investments. | |
| qara.ai | 2014 | Seoul, South Korea | $3M | – | AI-enabled robo advisory for wealth management is provided. | |
| cidirectinvesting.com | 2020 | Vancouver, Canada | – | – | Online platform for investing, trading, and saving with low fees and tools. |
Detailed competitors of ModernAdvisor
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.
Web traffic of ModernAdvisor
The website of ModernAdvisor (modernadvisor.ca) receives about 30.3K visits a month and ranks #636,864 among all websites worldwide, #6,250 in Investing.
- Monthly visits30.3K
▼ 21.3% vs previous month
- Unique visitors14.9K
per month
- Global rank#636,864
among all websites
- Category rank#6,250
Finance · Investing
- Bounce rate64%
- Pages per visit3.9
- Average visit1 min 43 sec
- DevicesDesktop 24% · Mobile 76%
Similar companies to ModernAdvisor
10 companies that operate in the same segment as ModernAdvisor (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about ModernAdvisor
ModernAdvisor was founded in 2013 and raised its 1st funding round 2 years after it was founded.
ModernAdvisor is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
ModernAdvisor is a funded company, having raised a total of $2.2M across 1 funding round to date. The company's 1st funding round was a Angel Round of $2.2M, raised on Sep 2015.
ModernAdvisor was founded in 2013 in Vancouver, Canada, as an online platform in the fintech sector focused on automated investment advising. Personalized portfolios of exchange-traded funds are constructed based on investors risk preferences. Once accounts are funded, investments are monitored, adjusted, and rebalanced by the system. Protection for accounts is provided through the Canadian Investor Protection Fund.
ModernAdvisor's top competitors include Wealthsimple, Responsive and Investia Financial Services.
ModernAdvisor has 1 investor. Key investors include Guardian Innovations (Guardian Caps & Pearl by Guardian).
Yes. ModernAdvisor was acquired by Guardian Innovations (Guardian Caps & Pearl by Guardian) in January 2020.
Yes. ModernAdvisor publishes ModernAdvisor and 1 more app, with over 1,000 downloads.