About Smartchase
Smartchase is a company based in London (Canada) founded in 2015. It operates as a B2B. Smartchase has completed 1 acquisition, including Northern Coast. Smartchase offers products and services including WM CPA Platform, OCIO Platform, OLI Platform, Financial Planning, and Asset Allocation. Smartchase operates in a competitive market with competitors including Facet, Purpose Unlimited, IG Wealth Management, iA Private Wealth and PlanEasy, among others.
- Headquarter London, Canada
- SectorsFinancial Services
- Email••••••••
- Website smartchase.ca
- Legal Name Smartchase Corp.
- Investments & Acquisitions
Products & Services of Smartchase
Smartchase offers a comprehensive portfolio of products and services, including WM CPA Platform, OCIO Platform, OLI Platform, Financial Planning, and Asset Allocation.
Tailored platform for wealth management services to CPA firms.
Outsourced Chief Investment Officer for investment oversight.
Outsourced Life Insurance Advisory for risk mitigation.
Comprehensive planning with tax and legal experts for security.
Strategy for managing personal and corporate investment accounts.
Incorporates insurance to mitigate risks like disability and death.
Investments & Acquisitions by Smartchase
Smartchase has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Northern Coast.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided to the investment industry sector. | northerncoast.ca | Toronto, Canada | 2006 | May 2019 | •••• |
Complete acquisition details for Smartchase
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- Acquired stakes
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Timeline of Smartchase
2 dated milestones of Smartchase across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Smartchase is founded.
- Acquisition Acquires Northern Coast.
Competitors of Smartchase
Smartchase 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, IG Wealth Management, iA Private Wealth and PlanEasy, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| facet.com | 1991 | Vancouver, Canada | $40.23M | 267 | User-generated videos are streamed online via the Facet platform. | |
| purpose-unlimited.com | 2012 | Toronto, Canada | $42.05M | 30 | Wealth management services are provided by Purpose Unlimited in Toronto. | |
| ig.ca | 1926 | Winnipeg, Canada | – | – | Online financial advice and planning services are provided. | |
| iaprivatewealth.ca | 2002 | Montreal, Canada | – | – | Provides comprehensive wealth planning, investment advice, and tax strategies for individuals. | |
| planeasy.ca | 2017 | London, Canada | – | – | Financial planning services are provided via an online platform. | |
| cascadesfs.com | 2016 | Ingersoll, Canada | – | 4 | Cloud-based retirement and estate planning platform is provided. |
Detailed competitors of Smartchase
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- Full competitor set
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Latest news on Smartchase
Complete news archive for Smartchase
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Similar companies to Smartchase
10 companies that operate in the same segment as Smartchase (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 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 advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Smartchase
Smartchase was founded in 2015.
Smartchase is headquartered in London, Canada. It is registered at London, Ontario, Canada.
Smartchase Corporate Solutions is a wealth management firm based in Toronto, Canada, specializing in turnkey platforms for established CPA firms and financial advisories. It delivers compliant services without up-front costs, including Wealth Management for CPA Firms, Outsourced Chief Investment Officer, and Outsourced Life Insurance Advisory. The firm focuses on financial planning, asset allocation, and risk management to help clients achieve personalized financial security and long-term goals through collaborative expertise.
Smartchase's top competitors include Facet, Purpose Unlimited and IG Wealth Management.
Smartchase offers WM CPA Platform, OCIO Platform, OLI Platform, Financial Planning, and 2 more products and services.
Smartchase has made 1 acquisition, including Northern Coast.
Smartchase operates through Smartchase Corp..