Olympia Trust Company
- Company typePrivate
- Founded1996
- HeadquartersCalgary, Canada
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
Olympia Trust Company firmographics
Firmographics- Name
- Olympia Trust Company
- Legal name
- Olympia Trust Company
- Website
- https://olympiatrust.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
Olympia Trust Company industry classification
Industry- Product category
- Trust and Financial Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)
- akta.pro secondary industries
- Transfer Agency & Shareholder Recordkeeping (FSAAAMAA), Corporate & Institutional Trust Services (FSAAANAB), Employee Benefit & Retirement Plan Trust Services (FSAAANAC)
Keywords
Where Olympia Trust Company is headquartered
LocationHeadquarters
- HQ city
- Calgary
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Olympia Trust Company business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Account Services Fees: Fees charged for self-directed investment account administration, including transaction processing, account management, and custody services for Canadian investors holding exempt market securities, mortgages, and public securities.
- Corporate & Shareholder Services: Transfer agent services, corporate trustee services, securityholder record keeping, meeting administration, and M&A support services for public and private companies.
- RPAA Trust Services: Regulatory supervision and oversight services for payment service providers under the Retail Payment Activities Act.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Investment Account Services - Self-Directed Accounts |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Olympia Trust Company product offering
Product offeringCore offering
Olympia Trust Company is a non-deposit taking trust company operating two main divisions. Investment Account Services provides Self-Directed Accounts to Canadian investors for holding Exempt Market Securities, Arms-Length Mortgages, and Publicly Traded Securities. Corporate & Shareholder Services provides transfer agent, corporate trustee, securityholder record keeping, securityholder meeting administration, and M&A support to public and private companies. Additional services include Currency & Global Payments and RPAA Trust Services for payment service providers.
Product overview
Olympia Trust Company is a non-deposit taking trust company offering two core divisions: Investment Account Services providing Self-Directed Accounts to Canadian Investors, and Corporate & Shareholder Services offering transfer agent and corporate trustee solutions. These are supplemented by RPAA Trust Services for payment service providers, Currency & Global Payments for FX services, and digital platforms including Olympia Mobile and the Linkstar Proxy Voting Portal. The company operates as a wholly owned subsidiary of Olympia Financial Group Inc. (TSX:OLY).
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Account Services
Companies that use Olympia Trust Company
Customer profileSegments3 records
Ideal customer profiles3 records
Olympia Trust Company technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Olympia Trust Company partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Olympia Financial Group Inc.coreOlympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc. (TSX: OLY), which is the parent company and publicly traded parent entity.
Scale indicators2 records
Recent moves6 records
Expansion highlights6 records
Olympia Trust Company competitors and assessment
Company assessmentDirect peers
- Computershare: Global leader in transfer agency, corporate trust, and employee equity plan services, with a strong Canadian presence; directly competes with Olympia's Corporate & Shareholder Services division across issuers, proxy voting, and securityholder recordkeeping.
- Odyssey Trust Company: Canadian non-deposit trust company focused on transfer agent, corporate trust, and self-directed account services; the most direct Canadian pure-play comparable to Olympia across both core service lines.
- TSX Trust Company: TMX-owned Canadian transfer agent and corporate trustee; competes head-to-head with Olympia's Corporate & Shareholder Services division for issuer mandates, IPOs, and shareholder meetings.
- Equity Financial Trust: Canadian transfer agent and corporate trust provider (now part of IGM-affiliated Mackenzie); serves similar issuers and competes for self-directed account, transfer agent, and corporate trustee mandates.
- Intertrust Group: Global provider of corporate services, fund administration, and trust/fiduciary services; comparable to Olympia on the corporate trust and entity administration side, especially for cross-border corporate structuring work.
Emerging players
- Wealthsimple: Canadian digital wealth platform offering self-directed trading, registered accounts, and managed investing; competes with Olympia's Investment Account Services division for self-directed retail investors, particularly in registered plans and equities.
- Questrade: Canadian self-directed brokerage with registered accounts (TFSA, RRSP) and trading platform; overlaps directly with Olympia's Investment Account Services for self-directed Canadian investors holding public securities.
Broad incumbents
- CI Direct Investing: Direct investing arm of CI Financial offering self-directed trading and registered accounts in Canada; competes for the same self-directed investor segment Olympia serves with its public-securities self-directed accounts.
- TMX Group: Canadian market infrastructure operator (TSX, TSXV, CDS, TMX Trust); competes and partners across transfer agency, clearing, and corporate trust services where Olympia's CSS division is active for listed issuers.
- Broadridge Financial Solutions: Global provider of proxy communications, investor communications, and securities processing; overlaps with Linkstar and Olympia's virtual securityholder meeting capabilities for cross-jurisdictional issuers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Olympia Trust Company social profiles
Digital presenceOlympia Trust Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Olympia Trust Company leadership team
Management profileNumber of profiles
Profiles13 records
Olympia Trust Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Olympia Trust Company 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 Olympia Trust Company
What does Olympia Trust Company do?
Olympia Trust Company is a non-deposit taking trust company operating two main divisions. Investment Account Services provides Self-Directed Accounts to Canadian investors for holding Exempt Market Securities, Arms-Length Mortgages, and Publicly Traded Securities. Corporate & Shareholder Services provides transfer agent, corporate trustee, securityholder record keeping, securityholder meeting administration, and M&A support to public and private companies. Additional services include Currency & Global Payments and RPAA Trust Services for payment service providers.
Is Olympia Trust Company a public or private company?
Olympia Trust Company is a private company. It is classified as corporate owned and is currently operating.
When was Olympia Trust Company founded?
Olympia Trust Company was founded in 1996. It employs 251 to 500 people.
Where is Olympia Trust Company based?
Olympia Trust Company is headquartered in Calgary, Canada, in the North America region.
How does Olympia Trust Company make money?
Three revenue lines are on record. Investment Account Services Fees are the primary driver. The others are corporate & Shareholder Services and RPAA Trust Services.
Who are Olympia Trust Company's main competitors?
Direct peers on record are Computershare, Odyssey Trust Company, TSX Trust Company, Equity Financial Trust and Intertrust Group. Emerging players are Wealthsimple and Questrade. Broad incumbents are CI Direct Investing, TMX Group and Broadridge Financial Solutions.
Does Olympia Trust Company have an API?
No public API is recorded for Olympia Trust Company.
What industry is Olympia Trust Company in?
Olympia Trust Company's product category is Trust and Financial Services. Its primary akta.pro industry code is FSAEAKAB, Corporate Trust Services (Trustee, Agent & Escrow Roles), with a secondary code of FSAAAMAA, Transfer Agency & Shareholder Recordkeeping. Its NAICS code is 523991 and its SIC code is 6282.