Insights

Strategic Partnerships Leverage recent BMO-LINK Workplace Savings Platform collaboration to position LINK as a preferred digital implementer for employer-sponsored savings and retirement programs; target mid-market and enterprise prospects seeking integrated, turnkey solutions.

Digital Savings Platform Capitalize on the launched digital savings platform to upsell or cross-sell to existing Canadian employers looking to modernize workplace savings, including RRSP, TFSA, DC plans, DPPS, and multi-employer programs.

Multi-Employer Expertise Highlight ALPP and multi-employer pension capabilities to agencies and brokers serving multi-employer cohorts, presenting LINK as a scalable solution for consortium plans and Alberta-linked offerings.

Fintech Growth Narrative Position LINK as a fintech-led alternative to legacy insurers and banks with modern SaaS, appealing to employers prioritizing digital, affordable, and efficient administration for plan management and member engagement.

Expansion Readiness With strong funding history and revenue potential, target financing partnerships and channel partners to accelerate go-to-market in Canada and pursue international expansion where workplace savings adoption is rising.

Link Investment Management Inc. Tech Stack

Link Investment Management Inc. uses 8 technology products and services including Facebook Ads, Bing Ads, HubSpot Analytics, and more. Explore Link Investment Management Inc.'s tech stack below.

Media & News

Link Investment Management Inc.'s Email Address Formats

Link Investment Management Inc. uses at least 3 email formats:
Link Investment Management Inc. Email FormatsExamplePercentage
FLast@lim.solutionsJDoe@lim.solutions
93%
First.Last@lim.solutionsJohn.Doe@lim.solutions
7%
FLast@link-plans.comJDoe@link-plans.com
100%

Frequently Asked Questions

What is Link Investment Management Inc.'s official website and social media links?

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Link Investment Management Inc.'s official website is link-plans.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Link Investment Management Inc. generate?

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As of August 2026, Link Investment Management Inc.'s annual revenue is estimated to be $250M - $500M.

What is Link Investment Management Inc.'s NAICS code?

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Link Investment Management Inc.'s NAICS code is 5112 - Software Publishers.

How many employees does Link Investment Management Inc. have currently?

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As of August 2026, Link Investment Management Inc. has approximately 26 employees across 2 continents, including North America and Europe. Key team members include Ceo: B. M., Ceo, Udp, Ar, Cco - Link Plan Management Inc. (portfolio Manager): B. P. and Chief Technology Officer: J. D. Explore Link Investment Management Inc.'s employee directory with LeadIQ.

What industry does Link Investment Management Inc. belong to?

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Link Investment Management Inc. operates in the Software Development industry.

What technology does Link Investment Management Inc. use?

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Link Investment Management Inc.'s tech stack includes Facebook Ads, Bing Ads, HubSpot Analytics, Amazon Web Services, Jenkins, Zendesk, 1Password and Slack.

What is Link Investment Management Inc.'s email format?

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Link Investment Management Inc.'s email format typically follows the pattern of FLast@lim.solutions. Find more Link Investment Management Inc. email formats with LeadIQ.

How much funding has Link Investment Management Inc. raised to date?

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As of August 2026, Link Investment Management Inc. has raised $12M in funding. The last funding round occurred on Jul 28, 2023 for $2.5M.

When was Link Investment Management Inc. founded?

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Link Investment Management Inc. was founded in 2015.
Link Investment Management Inc. logo

Link Investment Management Inc.

Software DevelopmentAlberta, Canada11-50 Employees

Link Investment Management provides software-enabled solutions for workplace savings, equity, and health-plan administration. Based in Calgary, Alberta, the company operates a fully digital SaaS platform designed to simplify plan management for administrators and plan members while aiming to improve retirement outcomes for Canadians. The firm serves organizations of varying sizes and partners with channel partners to tailor affordable, effective group plan solutions. Its product scope includes employer-sponsored savings plans, equity programs, and health spending arrangements, and it is developing an employee stock option offering.

Positioned within the software development and fintech space, Link targets employers seeking streamlined administration of group retirement, equity, and health plans. In April 2025, the company announced a joint launch with Bank of Montreal of the BMO-LINK Workplace Savings Platform, a digital solution intended to help employers and their employees achieve savings and retirement goals.

Section iconCompany Overview

NAICS Code
5112 - Software Publishers
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $12M

    Link Investment Management Inc. has raised a total of $12M of funding over 4 rounds. Their latest funding round was raised on Jul 28, 2023 in the amount of $2.5M as a Series A.

  • $250M - $500M

    Link Investment Management Inc.'s revenue is estimated to be in the range of $250M - $500M

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