ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals. We believe our commitment to hybrid advice sets us apart in the industry. We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management. This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc. In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.
View Top Employees from ModernAdvisor| Website | http://modernadvisor.ca |
| Revenue | $1 million |
| Funding | $2.2 million |
| Employees | 14 (14 on RocketReach) |
| Founded | 2013 |
| Address | 1075 W Georgia St, 1880, Vancouver, British Columbia V6E 3C9, CA |
| Phone | (888) 365-0075 |
| Technologies |
JavaScript,
HTML,
PHP
+38 more
(view full list)
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| Industry | Finance, Financial Services, Investment Management, Finance General, Consulting, Investment Advice, Investment management, FinTech, ETF management, RRSP & TFSA management |
| Web Rank | 1 Million |
| Keywords | Modernadvisor, Tfsa Rrsp Us Resident, Modern Advisor, Is Car Sharing Worth It, “ Anytime You Get Money, Regardless What It’S For, You Are Likely Starting To Give Interest, ” Told Tom Drake |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular ModernAdvisor employee's phone or email?
ModernAdvisor Questions
The ModernAdvisor annual revenue was $1 million in 2024.
Anthony O'Connor is the Director of Software Engineering of ModernAdvisor.
14 people are employed at ModernAdvisor.
ModernAdvisor is based in Vancouver, British Columbia.
The NAICS codes for ModernAdvisor are [5239, 52, 52393, 523].
The SIC codes for ModernAdvisor are [628, 62].
Top ModernAdvisor Employees
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ViewTom Chipman
Director of Partnerships and Advisor Solutions at ModernAdvisor
Vancouver, British Columbia, Canada3 -
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