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.
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ModernAdvisor Questions
The ModernAdvisor annual revenue was $1 million in 2026.
12 people are employed at ModernAdvisor.
ModernAdvisor is based in Vancouver, British Columbia.
The NAICS codes for ModernAdvisor are [52393, 52, 5239, 523].
The SIC codes for ModernAdvisor are [62, 628].
Top ModernAdvisor Employees
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22
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Hamid Najafvand
Senior Full-Stack Software Developer at ModernAdvisor
Vancouver, BC, CA35 -
Darryl Clarke
Full Stack Developer at ModernAdvisor
Richmond, BC, CA2 -
11
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1
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Nikolay Egorenkov
Full Stack Web Developer at ModernAdvisor
Victoria, BC, CA11 -
Isaac Schweigert
Portfolio Manager at ModernAdvisor
Kelowna, BC, CA21 -
Luther Heys
Associate at ModernAdvisor
Burlington, ON, CA2
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