Growth and Integration Investia has expanded through acquisitions (Vericity in 2023 and FundEX in 2021) and continued growth with new advisor hires in 2026, signaling ongoing integration needs across systems, CRM, onboarding, and data management. This creates opportunities to offer CRM deployment or optimization, data migration services, and advisory workflow automation to support a larger advisor network.

Compliance and Privacy With Securiti in its tech stack and a focus on privacy and security within financial services, Investia will require robust data governance, privacy compliance, and security tooling as it scales. Potential opportunities include data protection and governance platforms, regulatory reporting solutions, and cybersecurity consulting for both head office and regional advisory channels.

Analytics Growth Headroom for digital growth appears through Heap analytics and digital tagging, indicating emphasis on measuring client interactions and marketing effectiveness. This opens opportunities for marketing analytics, attribution modeling, customer data platforms, and personalized outreach solutions to improve lead generation for mutual funds and segregated funds.

Advisor Enablement Growth in the advisor network, highlighted by the 2026 hire after a long tenure with Dynamic Funds, suggests demand for sales enablement, onboarding, and recruitment tech. Opportunities include learning management systems, onboarding automation, CRM tools tailored for affiliated advisors, and partner enablement programs.

Strategic Partnership Investia’s connection to iA Financial Group and prior acquisitions point to strong cross-sell potential across insurance, wealth, and fund products. Sales opportunities include co-branded offerings, bundled services, and technology integrations that align with iA’s back-office platforms to accelerate cross-sell motions.