💰 Canadian Personal Finance and Investing Software
7 Canadian tools in this category
Budgeting apps, robo-advisors, credit monitoring, and investment platforms built for Canadians — with TFSA, RRSP, and FHSA support that US apps will never get right.
Top Picks
1
KOHO
5.0
Toronto, ON
Toronto fintech app for spending, saving, and credit-building with no hidden fees — a Canadian neobank
Free plan available
2
Borrowell
5.0
Toronto, ON
Toronto free credit score monitoring with personalized financial product recommendations for Canadians
Free plan available
3
Conquest Planning
5.0
Winnipeg, MB
Winnipeg financial planning software for advisors creating interactive client plans.
Contact for pricing
All Other Personal Finance and Investing Tools
Ranked by Eh Score — our rating of how Canadian each company is. ?
Top Picks are featured above, so the list below starts with the next best matches. 5 🍁 = fully Canadian-owned, hosted & supported.
All prices in CAD unless noted.
Wealthsimple
5.0
🍁 Fully Canadian
Toronto, ON
Toronto investing, tax filing, and personal finance — Canada's best-known consumer fintech
Neo Financial
5.0
🍁 Fully Canadian
Calgary, AB
Calgary challenger banking with high-reward cards and merchant-integrated spending — a Canadian neobank
Nest Wealth
4.0
Toronto, ON
Digital wealth management and planning software for advisors and institutions.
Wealthica
4.0
Montreal, QC
Net worth tracking and account aggregation software for Canadian investors.
Looking for Canadian alternatives to specific US tools?
Canadian alternatives to Robinhood · Canadian alternatives to Betterment · Canadian alternatives to Wealthfront · Canadian alternatives to Acorns · Canadian alternatives to Empower · Canadian alternatives to Mint · Canadian alternatives to SoFi · Canadian alternatives to Chime · Canadian alternatives to Credit Karma
All Categories
📊 Accounting and Bookkeeping
🤝 CRM
📋 Project Management
👥 Payroll and HR
📧 Email Marketing
🛒 E-commerce
💳 Payment Processing
🔒 Cybersecurity
☁️ Cloud Storage
💬 Communication and Collaboration
📈 Analytics and BI
⚖️ Legal Practice Management
🎧 Helpdesk and Support
🌐 Website Builders
📱 Social Media Management
🎨 Design Tools
🎥 Video Conferencing
📅 Scheduling and Booking
🏭 ERP
🏪 POS Systems
💰 Personal Finance and Investing