Insights

Growth Potential ModernAdvisor operates in the online investment management sector with a revenue range of 1 million to 10 million and a recent funding of 2.2 million dollars, indicating opportunities for sales of advanced technology solutions to support expansion and operational efficiency.

Technology Utilization With a modern tech stack including Ruby on Rails, JavaScript, and integration with data analytics tools like Google Analytics, ModernAdvisor is likely interested in innovative software development, cybersecurity, and cloud-based services to enhance their digital platform.

Partnership Focus Their model relies on a network of partner financial professionals, presenting opportunities to offer client management solutions, practice management tools, and compliance software to strengthen and streamline their partner ecosystem.

Market Differentiators ModernAdvisor distinguishes itself with a hybrid advice approach and a variety of portfolio options including ETFs and Harmony Portfolios, indicating a potential demand for data-driven investment analytics, portfolio optimization tools, and personalized financial planning services.

Strategic Expansion Recent partnerships and expansions, such as the collaboration with Moderna on vaccine manufacturing facilities, suggest a proactive growth strategy and openness to technological and operational innovations, creating avenues for advanced manufacturing management, logistics systems, and strategic consulting services.

ModernAdvisor Tech Stack

ModernAdvisor uses 8 technology products and services including AppNexus, git, JavaScript, and more. Explore ModernAdvisor's tech stack below.

  • AppNexus
    Advertising
  • git
    Development
  • JavaScript
    Programming Languages
  • Yoast SEO
    Search Engines
  • HTTP/3
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Ruby on Rails
    Web Frameworks
  • CSS
    Web Tools And Plugins

ModernAdvisor's Email Address Formats

ModernAdvisor uses at least 1 format(s):
ModernAdvisor Email FormatsExamplePercentage
First@modernadvisor.caJohn@modernadvisor.ca
50%
First@modernadvisor.caJohn@modernadvisor.ca
50%

Frequently Asked Questions

Where is ModernAdvisor's headquarters located?

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ModernAdvisor's main headquarters is located at 1075 W Georgia St, 1880 Vancouver, British Columbia V6E 3C9, CA. The company has employees across 1 continents, including North America.

What is ModernAdvisor's phone number?

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You can contact ModernAdvisor's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ModernAdvisor's official website and social media links?

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ModernAdvisor's official website is modernadvisor.ca and has social profiles on LinkedInCrunchbase.

What is ModernAdvisor's NAICS code?

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ModernAdvisor's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does ModernAdvisor have currently?

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As of October 2025, ModernAdvisor has approximately 13 employees across 1 continents, including North America. Key team members include Chief Financial Officer: F. M.Marketing Director: K. M.Portfolio Manager: I. S.. Explore ModernAdvisor's employee directory with LeadIQ.

What industry does ModernAdvisor belong to?

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ModernAdvisor operates in the Investment Management industry.

What technology does ModernAdvisor use?

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ModernAdvisor's tech stack includes AppNexusgitJavaScriptYoast SEOHTTP/3Google AnalyticsRuby on RailsCSS.

What is ModernAdvisor's email format?

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ModernAdvisor's email format typically follows the pattern of First@modernadvisor.ca. Find more ModernAdvisor email formats with LeadIQ.

How much funding has ModernAdvisor raised to date?

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As of October 2025, ModernAdvisor has raised $2.2M in funding. The last funding round occurred on Sep 23, 2015 for $2.2M.

When was ModernAdvisor founded?

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ModernAdvisor was founded in 2013.

ModernAdvisor

Investment ManagementCanada11-50 Employees

ModernAdvisor is a tech driven portfolio manager available exclusively through a network of partner financial professionals.  

We believe our commitment to hybrid advice sets us apart in the industry.  We use technology to create a simple, streamlined online onboarding process, automated investment management, compliance, and practice management.

This allows our advisor partners to focus on what they do best; relationship management, financial planning, insurance, tax guidance, etc.

In contrast to most digital investment platforms, ModernAdvisor offers a range of portfolio options including ETFs, Actively Managed, and Harmony Portfolios which are a unique blend of active and passive investments.

Section iconCompany Overview

Headquarters
1075 W Georgia St, 1880 Vancouver, British Columbia V6E 3C9, CA
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $2.2M

    ModernAdvisor has raised a total of $2.2M of funding over 1 rounds. Their latest funding round was raised on Sep 23, 2015 in the amount of $2.2M.

  • $1M$10M

    ModernAdvisor's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $2.2M

    ModernAdvisor has raised a total of $2.2M of funding over 1 rounds. Their latest funding round was raised on Sep 23, 2015 in the amount of $2.2M.

  • $1M$10M

    ModernAdvisor's revenue is estimated to be in the range of $1M$10M

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