Pascal WealthTech

Pascal WealthTech is a Toronto-based fintech company that creates an integrated digital platform for financial advisors, independent advisors, portfolio managers, and enterprise wealth management firms. The company focuses on wealth management technology, utilizing AI and proprietary algorithms to enhance user experience and address digital challenges in financial services.

The Pascal digital platform offers a comprehensive solution that includes digital onboarding, behavioral finance profiling through InvestorEQ, an intelligent portfolio builder, and integrated client engagement tools. It aims to streamline operations by reducing administrative time and improving compliance, while also fostering personalized relationships between advisors and clients. Following its acquisition of Living Wealth Media Inc., the platform now features enhanced digital marketing capabilities to deepen client interactions. Pascal WealthTech is targeting expansion into the US and Cayman Islands markets.