What Aligned Capital Partners does

Aligned Capital Partners is a Canadian wealth management advisory firm headquartered in Burlington, Ontario, founded in 1987 and operating with 101-250 employees. The firm serves high-net-worth individuals and families through a B2B2C model in which a network of financial advisors acts as the direct interface to end clients. Its primary customer segment is persona-based, targeting HNW households requiring personalized, adaptive financial plans that can respond to changing circumstances and goals in real time. The firm distributes services via a regional direct advisor network across Canada.

The firm's core technology capability is AI-powered financial planning, accessed not through proprietary development but through a strategic partnership announced in March 2025 with CI Wealth (a division of CI Financial) and Conquest Planning Inc. This partnership grants Aligned Capital's advisors access to Conquest's Strategic Advice Manager platform, which uses artificial intelligence to create and continuously update personalized financial plans for clients. The technology is described as a novel-method architecture within Conquest's product suite; Aligned Capital Partners itself does not own, develop, or operate the underlying AI models or data assets.

The firm's business model is fee-based wealth advisory, typical of Canadian HNW-focused advisory firms, though specific pricing, advisory fee schedules, or revenue mechanics are not publicly disclosed. The firm operates within the CI Wealth distribution and referral ecosystem, which provides brand and network benefits but does not constitute a parent-subsidiary ownership relationship. Competitive positioning rests on layering AI-enabled planning tools atop an established 38-year-old advisor practice, with the strategic intent of delivering more personalized guidance at scale.

Name

Aligned Capital Partners

Website

https://alignedcapitalpartners.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

101–250 employees

Short description

Aligned Capital Partners is a Canadian wealth management advisory firm based in Burlington that serves high-net-worth individuals and families through a network of financial advisors, leveraging AI-powered financial planning tools via partnership with CI Wealth and Conquest Planning Inc.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management services
• Financial planning advisory
• Investment advisory services
• Portfolio management
• Private wealth advisory

Headquarters

HQ city

Burlington

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Go-to-market motion1 record

Distribution channels1 record

Core offering

Aligned Capital Partners is a wealth management advisory firm providing personalized financial planning, investment advisory, and wealth management services to high-net-worth individuals and families across Canada. Its advisors deliver tailored financial guidance supported by the AI-powered Strategic Advice Manager platform from Conquest Planning, which enables real-time creation and updating of personalized client financial plans.

Product overview

Aligned Capital Partners is a wealth management advisory firm operating under CI Wealth (a division of CI Financial). The firm provides financial advisory and planning services to clients, with advisors gaining access to Conquest Planning's AI-powered Strategic Advice Manager platform for delivering personalized financial guidance. No proprietary standalone product portfolio, SaaS platform, or software product is identified in the available sources.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Advisory Services Comprehensive wealth management services delivered by advisors to high-net-worth individuals and families across Canada, including investment advisory and ongoing financial guidance.
• Personalized Financial Planning

Quantifiable outcome

• Advisors enabled to deliver more personalized guidance to clients

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Conquest Planning Inc.coreTechnology or Integration · 6 March 2025Advisors at Aligned Capital Partners will gain access to Conquest's Strategic Advice Manager platform, which uses artificial intelligence to create and update personalized financial plans for clients in real time. This partnership is part of CI Wealth's expansion of AI-powered financial planning tools across its advisor network in Canada.

Expansion highlights3 records

Broad incumbents

• CI Wealth (CI Financial): CI Wealth is the parent network under which Aligned Capital Partners operates. Directly comparable as a Canadian wealth advisory platform serving HNW clients, and the counterparty in Aligned's AI tooling rollout.
• RBC Wealth Management: Canada's largest bank-owned wealth manager, offering full-service advisory to HNW and ultra-HNW clients. Comparable as a direct competitor for the same HNW segment Aligned serves, but with materially larger scale and balance sheet.
• BMO Wealth Management: Bank-owned Canadian wealth platform with HNW advisory and planning offerings. Comparable target segment (HNW individuals and families) and similar financial planning capabilities, but with broader product suite and integrated banking.
• TD Wealth: Bank-owned wealth advisory business of TD Bank, serving HNW clients with personalized planning and investment advice. Directly competes for the same Canadian HNW segment.
• Scotia Wealth Management: Bank-owned wealth advisory arm of Scotiabank, offering personalized financial planning and advisory services to affluent and HNW clients across Canada. Closely comparable in product offering and target customer.
• Edward Jones Canada: Branch-based wealth advisory firm serving Canadian retail and affluent clients through a large advisor network. Comparable in GTM motion (advisor-led relationships) though broader in client segment.
• Fidelity Canada: Canadian wealth and investment management arm of Fidelity, offering advisory, portfolio management, and financial planning. Comparable offering in investment advice and planning, with broader product depth and scale.

Direct peers

• IG Wealth Management: One of Canada's largest independent wealth management firms, providing financial planning and advisory services to affluent Canadians. Closely comparable independent wealth advisory model competing for overlapping HNW clients.
• Raymond James (Canada): Canadian arm of Raymond James Ltd., providing wealth management and financial planning to affluent and HNW clients. Comparable advisor-led, planning-centric model with similar client segment.
• Richardson Wealth: Independent Canadian wealth advisory firm serving HNW individuals and families with personalized financial planning. Closely comparable independent model with similar advisor-network structure and client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/aligned-capital-partners-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Aligned Capital Partners