ModernAdvisor - Crunchbase Company Profile & Funding

Q: Who invested in ModernAdvisor?

ModernAdvisor has 2 investors including Conconi Growth Partners And Moray Keith.

Q: When was the last funding round for ModernAdvisor?

ModernAdvisor closed its last funding round on obfuscated from a Venture - Series Unknown round.

Q: How much funding has ModernAdvisor raised to date?

ModernAdvisor has raised obfuscated.

Overview

ModernAdvisor

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About ModernAdvisor

CB Rank

1148440

Canadian Online Investment Management Firm

Acquired by

Guardian Capital

Founded

obfuscation

Private

Venture - Series Unknown

Vancouver, British Columbia, Canada

11-50

modernadvisor.ca

Consulting

Finance

Financial Services

FinTech

Funding Rounds

Venture - Series Unknown

OBF

obfuscation

Key People

Navid Boostani: Co-Founder & CEO

Details

Legal Name

Modern Advisor Canada Inc.

Operating Status

Active

Company Type

For Profit

Founders

Navid Boostani

About the Company

ModernAdvisor is an online investment management firm that enables users to build personalized investment portfolios. The company charges a transparent management fee and builds diversified portfolios using ETFs. The company complements expert investment insights with proprietary algorithms and an interactive website to bring low-cost investment

management to Canada. ModernAdvisor was founded in 2013 and is based in Vancouver, British Columbia.

Phone Number

+1 (604) 259-0630

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Online Wealth Management

ModernAdvisor offers digital financial advice and investment management services, utilizing technology for account management and rebalancing.

RRSP Management

Management of Registered Retirement Savings Plan accounts, focusing on low-cost, diversified portfolios tailored to individual retirement goals.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown
obfuscated obfuscation	Venture Round - ModernAdvisor	2	obfuscated obfuscation	Moray Keith	Venture - Series Unknown

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Conconi Growth Partners	—	Venture Round - ModernAdvisor	—
Conconi Growth Partners	—	Venture Round - ModernAdvisor	—
Conconi Growth Partners	—	Venture Round - ModernAdvisor	—
Conconi Growth Partners	—	Venture Round - ModernAdvisor	—
Conconi Growth Partners	—	Venture Round - ModernAdvisor	—