Investment Executive

What Investment Executive does

Investment Executive is a Canadian B2B trade media brand serving financial advisors, investment dealers, and the broader Canadian wealth management industry. Founded in 1989 and headquartered in Toronto, the publication operates under the parent conglomerate Newcom Media Inc., which also owns sister brands Finance et Investissement (French-language), Advisor.ca, and Conseiller.ca, collectively providing bilingual coverage of the Canadian financial services sector. The firm's core offering is a digital news platform delivering daily coverage across markets, regulation, economy, industry, product, tax and estate, and people categories, complemented by a distinctive suite of annual proprietary Report Card surveys — Report Card on Banks, Brokerage Report Card, Dealers' Report Card, and Advisors' Report Card — that benchmark Canadian financial institutions based on advisor sentiment and have become entrenched industry reference points.

The product portfolio extends beyond journalism into a continuing education platform (CE Corner at cecorner.ca) that delivers mandatory professional development credits to licensed advisors, audio content via the Soundbites podcast product, editorial and opinion content under the Perspective vertical, and a structured suite of sponsored channels including Partner Content, Brand Knowledge, Expert Advice, Partner Reports, and Webinars. The company employs between 11 and 50 staff, including an editorial leadership team led by Editorial Director Kevin Press and Managing Editor Alisha Hiyate, with reporters and research journalists covering Canadian capital markets and wealth management.

Investment Executive generates revenue through a dual-stream model: recurring subscription fees from individual advisors and firms accessing premium content and Report Cards, and advertising/sponsorship revenue from banks, dealers, and product providers seeking to reach the Canadian advisor community. The publication's strategic value is anchored by the proprietary annual benchmarking franchise, which creates a data flywheel — higher advisor participation in Report Card surveys strengthens the brand's authority, which in turn attracts larger sponsorship commitments from rated institutions. The company is privately held with no disclosed funding rounds, M&A activity, or public-market listing, and no AI/ML capabilities, technology acquisitions, or expansion into adjacent verticals are evident in available materials.

Name

Investment Executive

Legal name

Newcom Media Inc.

Website

https://investmentexecutive.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Investment Executive is Canada's national trade publication for financial advisors, providing daily industry news, proprietary annual Report Card surveys benchmarking banks and dealers, continuing education through CE Corner, and sponsored content, serving Canadian wealth management professionals under parent Newcom Media Inc.

Ownership category

akta.pro rank

Product category

Financial Trade Media and Publishing

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Financial trade media
• Advisor benchmarking research
• Continuing education platform
• Financial industry news
• Report card surveys

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Subscription Revenue: Investment Executive operates on a subscription model where financial advisors and industry professionals pay for access to proprietary report cards, research, and premium editorial content.
2. Advertising: The publication sells advertising and partnership content placements to financial services companies, banks, dealers, and product providers seeking to reach the Canadian advisor community.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Investment Executive is a Canadian financial trade publication delivering daily news, analysis, and proprietary research to financial advisors and the wealth management industry. Its core offerings include a digital news platform covering markets, regulation, industry, product, and tax/estate topics; annual report card surveys benchmarking banks, brokerages, dealers, and advisors; a continuing education portal (CE Corner); and audio content (Soundbites). The company earns revenue through professional subscriptions and advertising from financial services product providers.

Product overview

Investment Executive is a Canadian financial media and publishing company operating a multi-platform content network. The core offering consists of a news platform delivering daily coverage of markets, economy, regulation and industry news, complemented by an annual report card program (Brokerage Report Card, Dealers' Report Card, Report Card on Banks, and Advisors' Report Card) that surveys financial advisors on service quality. Supporting products include CE Corner for continuing education, Soundbites for audio content, Perspective for editorial commentary, Partner Content for sponsored material, and comprehensive Research and Markets coverage. The company is part of Newcom Media Inc. and serves Canadian financial advisors and wealth management professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• News Platform Comprehensive financial news coverage of the Canadian financial services industry across markets, economy, regulation, industry, product, tax and estate, people, and editorials categories, accessible to subscribers through investmentexecutive.com.
• Brokerage Report Card Annual survey-based rating report evaluating Canadian brokerage firms based on advisor feedback across multiple categories, used by advisors to benchmark service quality.
• Dealers' Report Card Annual evaluation of Canadian investment dealers covering compensation, technology, client support, and overall advisor satisfaction, used as an industry benchmarking tool.
• Report Card on Banks Annual survey of Canadian financial advisors rating bank-owned wealth management firms on compensation, technology, and client support, used to benchmark Canadian banks.
• Advisors' Report Card Annual report card surveying Canadian financial advisors about their practices and satisfaction levels.
• CE Corner Continuing education platform for licensed Canadian financial advisors providing courses and credits for professional development, accessible via cecorner.ca.
• Soundbites Audio/podcast content featuring financial industry commentary and interviews for Canadian financial advisors.

Quantifiable outcome

• CIBC rated top bank by advisors for 10th consecutive year on the 2025 Report Card on Banks, with overall rating of 9.3 and NPS of 98.0

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• CE Corner (Continuing Education)coreOthersInvestment Executive operates a dedicated continuing education platform (CE Corner) at cecorner.ca for licensed financial advisors in Canada. The platform is supported by customer service reachable via email and phone at 416-847-8178.
• Mercer CanadaminorOthersInvestment Executive references Mercer's pension health research as source content for news articles on Canadian DB pension plan performance, occasionally featuring Mercer's data and analyst commentary in its market coverage.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• InvestmentNews: Leading US trade publication for financial advisors, delivering news, regulation, practice management, and benchmarking content to a similar advisor buyer persona. Directly comparable to Investment Executive in editorial mix, audience, and revenue model.
• Wealth Professional Canada: Canadian trade media brand serving financial advisors and wealth management professionals with news, research, and industry intelligence. It is the closest direct in-market competitor to Investment Executive on content, audience, and go-to-market.
• Financial Advisor IQ: US-focused advisor trade publication covering practice management, regulation, and industry benchmarks. Overlaps with Investment Executive's editorially driven advisor content and subscription/event revenue model.
• Financial Planning (SourceMedia): Long-running US trade publication for financial advisors and planners, producing news, analysis, and rankings. Comparable in product mix (news + benchmarking) and target buyer (licensed financial professionals).
• ThinkAdvisor / Wealth Management: US trade media brand serving advisors and wealth managers with news, research, and industry benchmarking (e.g., broker-dealer rankings). Closely mirrors Investment Executive's report-card-led coverage and advisor audience.

Others

• Finance et Investissement: French-language financial advisory trade publication, also operated under Newcom Media Inc. alongside Investment Executive. They are sister brands rather than direct competitors, sharing parent infrastructure and covering the same advisor audience in a different language.
• Benefits Canada: Canadian trade publication covering group benefits, pensions, and retirement, also published by Newcom Media Inc. Adjacent within the same parent rather than a direct competitor, but illustrative of the adjacent Canadian financial-services media ecosystem.
• Ignites (Financial Times): Specialist news brands within Financial Times Group covering the asset-management, fund, and investment industries. Thematically adjacent to Investment Executive's institutional coverage and useful as an ecosystem reference for niche financial trade media.
• Advisor.ca: English-language financial news and advice site operating under the same Newcom Media Inc. parent as Investment Executive. Sister publication with overlapping coverage and shared sales/advertising infrastructure rather than direct competition.

Regional players

• Investment Trends: Australia-based research and insights firm serving financial advisers and wealth managers with benchmarking reports and industry intelligence. Comparable in audience and benchmarking research model, but operating in APAC rather than Canada.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInca.linkedin.com/company/investment-executive
• Xx.com/IE_Canada

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries3 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 Investment Executive