Connect Wealth Management Inc. provides a hybrid digital wealth management solution, often referred to as a "robo-advisor," aimed at making private wealth management more accessible. The company offers clients professionally managed, diversified investment portfolios tailored to their individual financial goals, risk tolerance, and timelines. It combines a sophisticated online platform for account management and tracking with access to a dedicated team of portfolio managers and financial advisors. Founded by experienced professionals from the financial industry, Connect Wealth is a wholly-owned subsidiary of Purpose Unlimited, a Canadian financial services company.

Founded in

Canada