Insights

Growing Wealth Management Market Aviso's position as a leading wealth services provider in Canada, backed by prominent financial institutions like Desjardins and provincial credit unions, presents a substantial opportunity to collaborate on expanding digital and advisory solutions for the Canadian wealth management sector.

Strategic Partnerships Recent collaborations with firms such as BlueShore Financial and FP Canada, along with their sponsorship of initiatives like WWF Climb for Nature, indicate an openness to partnerships that enhance service offerings and market visibility, ideal for joint marketing or technology integration opportunities.

Digital Innovation Focus Utilizing advanced tech stacks including Databricks, Kubernetes, and iOS suggests Aviso's focus on scalable, innovative technology solutions, creating potential for tailored technology services, cloud infrastructure, or data analytics solutions to support their digital ecosystem.

Expansion Through Mergers The recent merger with Qtrade Financial Group and ongoing integration of Credential assets reflect growth strategies that can benefit from additional advisory, compliance, and integration services to streamline operational efficiencies.

Financially Robust With revenues exceeding 500 million dollars, Aviso's substantial financial health signifies capacity and readiness for strategic investments in new technology platforms, service expansions, or market entry initiatives targeted at enhancing client wealth management experiences.

Similar companies to Aviso Wealth

Aviso Wealth Tech Stack

Aviso Wealth uses 8 technology products and services including Sage Intacct, Visual Studio App Center, Angular, and more. Explore Aviso Wealth's tech stack below.

  • Sage Intacct
    Accounting
  • Visual Studio App Center
    Application Development & Management
  • Angular
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Oracle Linux
    Operating Systems
  • Smartsheet
    Project Management
  • Bitbucket
    Source Code Management

Media & News

Aviso Wealth's Email Address Formats

Aviso Wealth uses at least 1 format(s):
Aviso Wealth Email FormatsExamplePercentage
FLast@aviso.caJDoe@aviso.ca
91%
FirstLast@aviso.caJohnDoe@aviso.ca
8%
FiLast@aviso.caJoDoe@aviso.ca
1%

Frequently Asked Questions

Where is Aviso Wealth's headquarters located?

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Aviso Wealth's main headquarters is located at Toronto, Ontario Canada. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is Aviso Wealth's stock symbol?

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Aviso Wealth is a publicly traded company; the company's stock symbol is N/A.

What is Aviso Wealth's official website and social media links?

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Aviso Wealth's official website is aviso.ca and has social profiles on LinkedIn.

What is Aviso Wealth's NAICS code?

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Aviso Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Aviso Wealth have currently?

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As of February 2026, Aviso Wealth has approximately 1.7K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: B. P.Chief Executive Officer: M. L.Chief Financial Officer And Chief Risk Officer: J. B.. Explore Aviso Wealth's employee directory with LeadIQ.

What industry does Aviso Wealth belong to?

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Aviso Wealth operates in the Financial Services industry.

What technology does Aviso Wealth use?

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Aviso Wealth's tech stack includes Sage IntacctVisual Studio App CenterAngularjQuery MigratejQueryOracle LinuxSmartsheetBitbucket.

What is Aviso Wealth's email format?

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Aviso Wealth's email format typically follows the pattern of FLast@aviso.ca. Find more Aviso Wealth email formats with LeadIQ.

Aviso Wealth

Financial ServicesOntario, Canada1001-5000 Employees

Aviso empowers better wealth management for Canadians. We’re a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. 

Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.  

Our team embraces a “oneaviso” culture that celebrates leadership, innovation, partnership, responsibility, and community.  

Aviso Wealth Inc. ('Aviso') is a wholly owned subsidiary of Aviso Wealth LP, which in turn is owned 50% by Desjardins Financial Holding Inc. and 50% by a limited partnership owned by the five Provincial Credit Union Centrals and The CUMIS Group Limited. The following entities are subsidiaries of Aviso: Aviso Financial Inc. (including divisions Aviso Wealth, Qtrade Direct Investing, Qtrade Guided Portfolios, Aviso Correspondent Partners), Aviso Insurance Inc., Credential Insurance Services Inc. and Northwest & Ethical Investments L.P. 

NEI Investments is a registered trademark of Northwest & Ethical Investments L.P. (“NEI LP”). Northwest & Ethical Investments Inc. is the general partner of NEI LP and a wholly-owned subsidiary of Aviso Wealth Inc.  

The Aviso Managed Assets Program is offered by Aviso Financial Inc. Referral fees, commissions, management fees, and expenses all may be associated with managed accounts or the investments therein. Managed accounts, and the investments therein, are not insured nor guaranteed, their values change frequently, and past performance may not be repeated.

Online brokerage services are offered through Qtrade Direct Investing. Mutual funds and other securities are offered through Aviso Wealth. Qtrade Direct Investing, Qtrade Guided Portfolios and Aviso Wealth are divisions of Aviso Financial Inc.

Section iconCompany Overview

Headquarters
Toronto, Ontario Canada
Website
aviso.ca
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
1001-5000

Section iconFunding & Financials

  • $250M$500M

    Aviso Wealth's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Aviso Wealth's revenue is estimated to be in the range of $250M$500M

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