Co-founders: Pramod Udiaver, CEO & Dan Poole, COO
Year founded: 2014
Invisor’s mission is to simplify investing and help Canadians reach their financial dreams sooner. Invisor offers fully online, personalized, goal-based investment management services at a fraction of the cost of traditional investment advisory services. Through a digital experience, Invisor understands client needs, recommends investment portfolios aligned with the client’s goals, and manages the portfolios on an ongoing basis. The convenience Invisor offers helps investors to take control of their investments, while letting Invisor manage their investments with full transparency via a secure dashboard and direct access to investment professionals. Invisor will soon be launching goal tracking tools and insurance solutions to enhance the client experience.