Toronto, December 15 – Pascal WealthTech announced today that it has acquired Living Wealth Media Inc., a digital relationship marketing platform built and designed for wealth advisors, in an all-stock transaction. Living Wealth will continue as a standalone product, with the company’s Managing Director, Ken Blakeley, also serving as Executive Vice President, Client Engagement at Pascal. Living Wealth Chair Paul Dinelle will join the Pascal board as a director.
Currently in market with InvestorEQ, their behavioural finance tool for financial advisors, and in final development and testing to take its integrated wealth management platform to market in Q1 2022, the Living Wealth acquisition strengthens Pascal’s digital client engagement offering for financial advisors.
“We were looking for a strategic partner to strengthen the digital engagement component of our platform and were impressed with Living Wealth’s holistic approach to wealth,” said Pascal President and CEO Howard Atkinson. “Living Wealth gives Pascal a new digital tool that empowers advisors to go deeper with their clients, to deliver the personalization that is necessary for advisor success.”
“We immediately felt a strong alignment with the Pascal vision to make the advisor’s world better,” said Ken Blakeley. “As part of the dynamic Pascal brand, Living Wealth will be able to grow its current offering to enterprise clients while creating new content programs for the Pascal platform. “It’s exciting to have Living Wealth join the Pascal WealthTech family,” said Paul Dinelle. “Together we’re providing the digital tools financial advisors need for success today.”
“We are excited to welcome Living Wealth to the Pascal team,” said Pascal founder and CFO Frances Zomer. “Client engagement is a core component of the modern advisor practice, and this acquisition enables us to develop innovative programs to help advisors better connect with their clients.”
About Pascal WealthTech
Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent, and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers, credit unions and enterprise wealth management firms. From its best-in-class user experience to 100% digital onboarding and compliance, InvestorEQ behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools including mobile app, Pascal makes the advisor’s world better.
In addition to its platform as a service (PaaS) solution, InvestorEQ, the advanced behavioural finance risk-profiling tool at the centre of the platform, and Living Wealth, the digital relationship marketing platform for wealth professionals, are available to financial advisors as standalone products.
Contact
Douglas Anweiler, Chief Brand Officer
(416) 898-3144
danweiler@pascalfinancial.com
