Optimize Wealth Management provides personalized financial solutions and advice including financial planning, portfolio management, tax preparation, insurance solutions, debt management, and will preparation.

Optimize Wealth Management

Infinite Investment Systems provides a portfolio management system designed for the wealth management industry, offering operational tools to manage client relationships and investments while addressing regulatory requirements.

Infinite Investment Systems

SIACharts Inc. provides an investment research solution and portfolio management software, offering advisors automated tools and market intelligence.

SIACharts Inc.

HeyAdvisor is a white-labelled content library that provides original content for financial advisors, self-described as a marketing tool for Canadian financial professionals.

Metric
Company Name	Optimize Wealth Management	Infinite Investment Systems	SIACharts Inc.	HeyAdvisor
Symbol
MSH ID	CA:OPTIMIZE	COM:INF-SYSTEMS	COM:SIACHARTS	CA:HEYADVISOR
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Commercial & Professional Services
Industry	Wealth Management	Investment Management	Financial Technology	Financial Services
Country	CA	CA	CA	CA
Stage
Employee Count
Website	optimize.ca	inf-systems.com	siacharts.com	heyadvisor.ca
LinkedIn
Founders

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Enterprise Value
Monthly Web Traffic	3.73K
Web Traffic Growth	3.72
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Raised Capital

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CA:OPTIMIZE

Optimize Wealth Management

Company Overview

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