

Pascal WealthTech is a Canadian financial technology company founded in 2019, with its headquarters in Canada. Led by CEO Howard Atkinson and founder/CFO Frances Zomer, the company focuses on creating integrated digital solutions for wealth management professionals. Their offerings cater to independent financial advisors, family offices, portfolio managers, credit unions, and enterprise wealth management firms.
The company provides an end-to-end digital platform that streamlines wealth management workflows. Key features include integrated wealth management tools that combine portfolio management, client communication, and compliance functionalities. They also offer InvestorEQ, a behavioral finance tool that helps advisors understand client risk tolerance and decision-making patterns, along with scalable SaaS solutions for financial institutions. Pascal WealthTech primarily serves B2B clients in the financial services sector, emphasizing intelligent automation and user-centric design to modernize client management.
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