Aviso Wealth is a wealth services supplier to the Canadian financial industry, providing a technology-enabled, client-centric wealth management ecosystem to credit unions and independent financial organisations. Founded in 2018, the firm has amassed more than 30 years of industry experience and works with roughly 300 partners coast to coast, serving virtually all of Canada's credit unions.
The company's product is an integrated suite of wealth solutions that allows its partners to deliver wealth management experiences to their own members and clients. The platform underpins over $160 billion in assets under administration and management, making it one of the larger wealth technology footprints in the Canadian market.
Technical work at Aviso Wealth sits within the domains of wealth management technology and financial services platforms. The firm describes its approach as uniting talents and resources across its constituent firms, with an emphasis on partnership with credit unions and financial organisations and a stated mission of helping Canadians achieve financial well-being. Its geographic footprint is Canada-wide.
