Zelos Capital

Name

Zelos Capital

Legal name

Zelos Capital Ltd.

Website

https://zelosglobal.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Business Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Portfolio management advisory
• Business advisory services
• Exit transition planning
• Institutional investment access

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management & Portfolio Management Services: Fee-based wealth management services providing portfolio construction and management for affluent clients. Revenue is generated through advisory fees, likely based on assets under management (AUM), given the portfolio management focus and institutional-quality investment access model. The firm also offers business advisory services integrating planning, tax strategy, and investment management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Zelos Capital is a boutique wealth management and business advisory firm that provides three integrated services: Private Wealth Management (engineered portfolio construction and ongoing portfolio management with access to institutional-quality investments), Business Advisory (coordination of corporate and personal financial planning, tax, and exit strategies for entrepreneurs), and Exit/Transition Planning (succession, M&A, Employee Ownership Trusts, and management buyout advisory). Services are delivered through direct, long-term advisory relationships with affluent individuals, families, business owners, and foundations across Canada.

Product overview

Zelos Capital operates as a boutique wealth management and investment advisory firm offering three integrated core services: Private Wealth Management (portfolio construction and management), Business Advisory (integrated business-personal financial planning), and Exit/Transition Planning. The firm provides access to institutional-quality investment opportunities through a proprietary research-driven approach. Services are delivered through direct client relationships and a proprietary investment platform, supplemented by educational content through their Insights blog. The company does not offer a technology product, API, or SaaS platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management Boutique portfolio construction and ongoing portfolio management service for individuals, families, and foundations. Integrates rigorous research, deep risk management, and tax efficiency, and provides access to institutional-quality investment opportunities typically reserved for pension and endowment funds, including Shariah-compliant investing, private equity, philanthropic strategies, and family trust structures.
• Business Advisory Integrated advisory service that connects business planning, personal planning, investment management, and tax planning for entrepreneurs and business owners. Coordinates corporate and personal financial strategies to maximize value and align outcomes, working closely with clients' accountants and lawyers to avoid siloed advice.
• Exit/Transition Planning Pre-transaction planning service for business owners covering succession, M&A coordination, management buyouts, Employee Ownership Trusts (EOTs), and strategic exit strategies. Provides continuity and coordination across all phases of a business transition, including Individual Pension Plans (IPP), Retirement Compensation Arrangements (RCA), share freezes, and related corporate restructuring.

Quantifiable outcome

• Business owner Don achieved $10 million tax-free capital gains exemption through EOT structure on $15 million sale
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered founding, core, minor, regulatory and industry.

• Mount Royal UniversityfoundingStrategic or Co-development PartnerZelos is the inaugural founding donor of the Mount Royal University Student Fund, an initiative bridging academic learning with hands-on investment experience. Team provides mentorship, industry insights, and practical guidance to students in portfolio management.
• Calgary Immigrant Women's Association (CIWA)coreStrategic or Co-development PartnerZelos provides internships through CIWA's three flagship initiatives: Pathways to Success, Bridging the Gap for Foreign-Trained Accountants, and Fast Track Employment Training for Immigrant Women - Office Administration Program. Supports integration of new Canadians into local workforce.
• Alberta Women Entrepreneurs (AWE)coreStrategic or Co-development PartnerAWE supports women in business across Alberta through funding, mentorship, networking, and skills development. Zelos team member serves on the board, providing strategic guidance, governance, and oversight.
• Exmerce BarterminorGTM or Marketing PartnerZelos team member Pamela Coquet participated as panelist at Exmerce Fireside Chat event hosted by Exmerce Barter, discussing alignment of exit planning, accounting, and employee benefits.
• Calgary Chamber of CommerceminorGTM or Marketing PartnerZelos maintains membership and event sponsorship relationship with Calgary Chamber of Commerce. Logo appears on website footer indicating organizational membership.
• FINTRACregulatoryOthersZelos adheres to Canadian Proceeds of Crime (Money Laundering) and Terrorist Financing Act set by FINTRAC (Financial Transactions and Reports Analysis Centre of Canada) as part of regulatory compliance requirements.
• Portfolio Management Association of Canada (PMAC)industryOthersZelos is a member of the Portfolio Management Association of Canada (PMAC), the industry association for portfolio management firms in Canada. Logo appears on website indicating membership.
• Ombudsman for Banking Services and Investments (OBSI)regulatoryOthersZelos displays OBSI (Ombudsman for Banking Services and Investments) logo, indicating participation in Canada's independent dispute resolution service for banking and investment disputes.

Scale indicators3 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Cidel: Calgary-based Canadian boutique private wealth management firm serving HNW individuals, families, and institutions with integrated investment, estate, and tax planning. Directly comparable to Zelos on geography, boutique positioning, HNW focus, and integrated advisory model.
• Cardinal Capital Management: Calgary-based Canadian boutique wealth manager focused on HNW families and entrepreneurs with discretionary portfolio management. Directly comparable on city, boutique model, and entrepreneur/HNW client profile.
• Mawer Investment Management: Calgary-headquartered Canadian boutique investment manager providing disciplined portfolio management to institutional and private wealth clients. Comparable as a Western Canadian boutique with research-driven, institutional-quality portfolio construction methodology.
• Burgundy Asset Management: Toronto-based Canadian boutique investment manager serving HNW individuals, families, foundations, and institutions with discretionary portfolio management. Comparable boutique HNW/ institutional model.
• Letko Brosseau: Montreal-based Canadian boutique investment manager focused on private wealth and institutional clients with a value-oriented, research-driven portfolio approach. Comparable boutique HNW/ institutional positioning.
• Northcape Wealth Management: Vancouver-based Canadian boutique wealth management firm serving HNW families and entrepreneurs with integrated investment and wealth planning. Comparable on Western Canadian boutique HNW positioning.
• Nicola Wealth Management: Vancouver-based Canadian HNW wealth manager providing integrated investment, estate, and tax planning to affluent families and entrepreneurs. Comparable on integrated HNW advisory model and Western Canadian footprint.
• Jarislowsky Fraser: Montreal- and Toronto-based Canadian institutional and private wealth manager serving foundations, endowments, and HNW families with discretionary portfolios. Comparable boutique HNW/ institutional positioning.

Broad incumbents

• RBC Wealth Management: Wealth management arm of one of Canada's largest banks, offering full-service investment, estate, and business owner advisory to HNW clients across the country. Competes with Zelos in the HNW segment but operates at far greater scale, with broader product and lending capabilities.
• CI Assante Wealth Management: Canadian wealth management platform (part of CI Financial) serving HNW clients with investment, tax, and estate planning through a network of advisors. Competes with Zelos on HNW advisory but with much broader distribution and product breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@zelosinvestmentcounsel
• Facebookfacebook.com/ZelosCapital
• LinkedInlinkedin.com/company/zelos-investment-counsel/posts/?feedView=all
• Instagraminstagram.com/zelosglobal?igsh=YWozaHBmMzY1d3Fr&utm_source=qr

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Zelos Capital