Exos Financial LLC, which was formerly known as Exos Wealth Systems Inc., is a business-to-business (B2B) fintech firm founded in 2020. The company's mission is to modernize institutional finance by providing a comprehensive, technology-driven platform. Its core offerings are designed for independent financial advisors, wealth managers, and institutional clients, encompassing services such as a sophisticated wealth management platform, investment banking, asset management, and sales and trading. Exos is a U.S. SEC-registered investment adviser and a FINRA-registered broker-dealer.

Founded in

Canada