Designed Wealth Management
- Company typePrivate
- Founded2021
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
Designed Wealth Management firmographics
Firmographics- Name
- Designed Wealth Management
- Legal name
- Designed Securities Ltd.
- Website
- https://designedwealthmanagement.ca
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Designed Wealth Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Independent Broker-Dealers (Retail Network) (FSAAAAAC)
- akta.pro secondary industries
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Designed Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Designed Wealth Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory and Dealer Services: Designed Wealth Management generates revenue as a dual-registered investment dealer providing services to independent advisors. Revenue derives from advisory fees, transaction-based compensation, and administrative services provided to the network of 150+ advisors operating under their dealer license.
- Golden Opportunities Fund Distribution: Designed Securities Ltd. serves as agent and principal distributor for the Golden Opportunities Fund, receiving compensation for distributing units of the fund as part of their registered investment dealer role.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized pricing for different practice sizes and business models |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Designed Wealth Management product offering
Product offeringCore offering
Designed Wealth Management operates as an independent, dual-registered investment dealer (mutual fund dealer and investment dealer under CIRO) that provides investment products, solutions, compliance supervision, and back-office infrastructure to a network of 150+ independent financial advisors across Canada. The platform supports advisor onboarding, transitions, account onboarding, trading, and practice development through partnerships with Qtrade, Aviso, Mako Fintech, Continuum, and Focal AI, with no proprietary product requirements or trading quotas.
Product overview
Designed Wealth Management operates as a unified independent wealth management platform for financial advisors. The core offering is the Designed Wealth Management Platform itself—a dual-registered investment dealer providing investment products and solutions. The platform is supported through strategic partnerships: Aviso Wealth provides custody and back-office services; Qtrade delivers online trading capabilities; and Mako Fintech enables workflow automation. Additionally, the company distributes the Golden Opportunities Fund. The platform serves over 150 independent advisors across Canada, providing transparency, customization, and competitive fee structures without product requirements or client quotas.
Differentiator
Problem solved
Functional benefit
Products and services
- Designed Wealth Management Dealer Platform Independent dual-registered (mutual fund dealer and investment dealer) investment dealer platform providing investment products and solutions, compliance supervision, and back-office support to 150+ independent financial advisors across Canada. Designed for advisors seeking to operate without proprietary product requirements or trading quotas.
- Golden Opportunities Fund Distribution Investment fund distributed by Designed Securities Ltd. in its role as agent and principal distributor, made available to clients of the advisor network as part of the firm's registered investment dealer offering.
Quantifiable outcome
- Advisors using Focal AI can reclaim up to 50 hours per month and practices can serve up to 30% more clients
Companies that use Designed Wealth Management
Customer profileSegments2 records
Ideal customer profiles2 records
Designed Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Designed Wealth Management partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- ContinuumcoreStrategic partnership making Continuum the preferred AI system for Designed Wealth Management's network. Provides botless meeting capture, AI-generated client profiles, compliance-ready summaries, and interactive branded microsites. All data encrypted and stored on Canadian servers. Rollout began June 2026 across the advisor network.
- Focal AIcoreFocal AI's Client Fact Fill feature auto-fills over 400 data fields across Conquest Planning, CRM platforms (Salesforce, Microsoft Dynamics 365, Zoho, Cloven), and PDF forms via Chrome Extension. Supports advisors at major Canadian dealer networks including IPC, Assante, and Designed Wealth Management. Focal AI reports advisors reclaim up to 50 hours per month.
- AvisocoreAviso serves as the carrying broker for Designed Wealth Management, providing back-office support including regulatory compliance procedures, recordkeeping of client account transactions, market access, client document distribution, and systems and online access support. Aviso is one of Canada's largest independent wealth management firms backed by Desjardins, Co-operators, and Credit Union Centrals.
- QtradecoreQtrade is the online trading platform partner, described as Canada's #1 online trading platform offering trading for advisors as well as clients. Provides full visibility into all assets including those managed directly by clients.
- Mako FintechcoreMako Fintech is the workflow automation partner, providing easy-to-use solutions that offer integrated view from client to advisor to compliance to back office. Partnership aims to streamline account opening through integration with Mako Fintech.
- Golden Opportunities FundminorDesigned Securities Ltd. serves as agent and principal distributor for the Golden Opportunities Fund, receiving compensation for distributing units of the fund.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Designed Wealth Management competitors and assessment
Company assessmentDirect peers
- Wellington-Altus Private Wealth: One of Canada's largest independent wealth platforms serving advisors seeking alternatives to bank-owned dealers. Highly comparable to Designed's advisor-first, no-proprietary-product positioning and Canadian independent dealer model.
- Canaccord Genuity Wealth Management: Canadian independent wealth management arm of Canaccord Genuity Group, supporting independent advisors with investment platforms, compliance, and back-office services — directly comparable in business model and customer base.
- Raymond James Canada: Canadian arm of Raymond James, supporting independent financial advisors with a dual-registered dealer platform, technology stack, and transition support — a close comparable on advisor recruitment model and service offering.
- iA Private Wealth (Industrial Alliance): Independent dealer network under iA Financial Group supporting hundreds of financial advisors across Canada. Comparable in advisor network model, dual registration, and technology-supported practice enablement.
- Peak Financial Group: Independent Canadian dealer platform serving financial advisors with back-office, compliance, and product access. Highly comparable in independent dealer positioning, advisor-first philosophy, and Canadian regulatory footprint.
Broad incumbents
- IG Wealth Management: One of Canada's largest wealth management firms (part of IGM Financial), serving millions of clients through a national advisor network. Comparable in serving Canadian investors via an advisor channel, but at vastly larger scale and with captive product distribution.
- CI Financial / CI Wealth: Major Canadian wealth manager offering both advisor-led wealth management and direct-to-investor platforms. Comparable end-market and dual-registered posture but operates at meaningfully larger scale.
- Fidelity Canada: Large Canadian wealth platform offering advisor-served and direct investing, with proprietary trading technology and research capabilities. Comparable in serving Canadian investors via financial advisors but with materially deeper resources.
Others
- Aviso Wealth: Carrying broker and back-office partner to Designed and many Canadian independent dealers, owned by Desjardins, Co-operators, and Credit Union Centrals. Directly comparable infrastructure, but functions as a B2B service provider rather than competing dealer.
Emerging players
- Questrade Wealth / Questwealth: Canadian digital wealth platform that has been expanding into advisor-served wealth management. Comparable as an emerging alternative to traditional dealer models, with technology-forward positioning that could compete with Designed's AI-enabled platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Designed Wealth Management social profiles
Digital presenceDesigned Wealth Management compliance and trust
Trust signalCompliance3 records
Designed Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Designed Wealth Management leadership team
Management profileNumber of profiles
Profiles11 records
Designed Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Designed Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Designed Wealth Management
What does Designed Wealth Management do?
Designed Wealth Management operates as an independent, dual-registered investment dealer (mutual fund dealer and investment dealer under CIRO) that provides investment products, solutions, compliance supervision, and back-office infrastructure to a network of 150+ independent financial advisors across Canada. The platform supports advisor onboarding, transitions, account onboarding, trading, and practice development through partnerships with Qtrade, Aviso, Mako Fintech, Continuum, and Focal AI, with no proprietary product requirements or trading quotas.
Is Designed Wealth Management a public or private company?
Designed Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Designed Wealth Management founded?
Designed Wealth Management was founded in 2021. It employs 11 to 50 people.
Where is Designed Wealth Management based?
Designed Wealth Management is headquartered in Toronto, Canada, in the North America region.
How does Designed Wealth Management make money?
Two revenue lines are on record. Advisory and Dealer Services are the primary driver. The others are golden Opportunities Fund Distribution.
Who are Designed Wealth Management's main competitors?
Direct peers on record are Wellington-Altus Private Wealth, Canaccord Genuity Wealth Management, Raymond James Canada, iA Private Wealth (Industrial Alliance) and Peak Financial Group. Broad incumbents are IG Wealth Management, CI Financial / CI Wealth and Fidelity Canada. Aviso Wealth is listed as an others. Questrade Wealth / Questwealth is listed as an emerging player.
Does Designed Wealth Management have an API?
No public API is recorded for Designed Wealth Management.
What industry is Designed Wealth Management in?
Designed Wealth Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAAAC, Independent Broker-Dealers (Retail Network), with a secondary code of FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers. Its NAICS code is 523940 and its SIC code is 6282.