What is Modern Advisor?
Modern Advisor Canada Inc. specializes in managed investing services, aiming to simplify the investment journey for individuals with varied financial objectives. The company offers bespoke investment portfolios, catering to needs such as retirement savings, education funds, general investing, and disability savings, all calibrated to individual risk appetites. With the backing of Guardian Capital Group Limited, Modern Advisor prioritizes responsible investing and adheres to stringent regulatory standards, ensuring client assets are safeguarded through collaborations with independent custodians. Their technological innovation and seasoned portfolio management team are geared towards delivering globally diversified and tax-efficient investment strategies.
How much funding has Modern Advisor raised?
Modern Advisor has raised a total of $2.2M across 1 funding round:
Private Equity
$2.2M
Private Equity (2015): $2.2M, investors not publicly disclosed
What's next for Modern Advisor?
The company's recent major strategic investment, coupled with its substantial total funding, indicates a phase of significant scaling and market expansion. This capital infusion is likely to fuel further development of its proprietary technology, enhance its service offerings, and potentially broaden its geographic reach. Modern Advisor's focus on regulatory compliance and responsible investing, alongside its strategic partnerships, positions it for sustained growth and increased market share in the competitive managed investment landscape.
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