TORONTO, September 21, 2021 – Pascal WealthTech announced today that after careful consideration by the Selection Committee, they have been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP. An exclusive program aimed at helping early-stage Canadian technology companies achieve their growth objectives, the selection to participate in NextSteps after a rigorous selection process is a new milestone for the emerging fintech company.
Currently in market with InvestorEQ, their behavioural finance tool for financial advisors, and preparing to take their integrated wealth management platform to market in Q4 2021, participation in NextSteps signals to investors, and the wealth management industry, that the Pascal platform is an exciting Canadian fintech opportunity.
“Being selected to participate in this leading national competition is yet another strong validation of our digital wealth management technology and leadership team,” said Pascal CEO Howard Atkinson. “Coming on the heels of our ventureLAB announcement in July, we are gaining recognition for the innovation we’re bringing to the wealth management industry as we pursue our mission to make the financial advisor’s world better.”
John Muffolini, MNP National Leader, Technology Media Telecommunications said, “Pascal has a strong leadership team and an important technology solution for the wealth management industry. We’re excited to help them achieve their goals with guidance from our strategic advisors as well as make connections with well-suited investors as they complete their Series A round.”
Frances Zomer, Pascal founder and CFO said, “It’s exciting to have the strategic minds at MNP and BCF Ventures helping Pascal take our wealth management products to market. Their commitment to entrepreneurs and innovation is what makes NextSteps such an outstanding program.”
MNP is an entrepreneurial firm built for entrepreneurs who are proud to support Canadian businesses and entrepreneurial business leaders. MNP is truly dedicated to the mid-market industry in Canada and understand the complex needs of technology companies starting their business journey in Canada.
About BCF Ventures
BCF Ventures is a spin-off of BCF Business Law Firm, is a pioneer in the Canadian investment scene and one of the first corporate venture capital funds to be launched by a law firm. BCF Ventures benefits from the expertise, resources, and insights of the law firm and invests jointly with other successful funds across North America and Europe.
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.
Douglas Anweiler, Chief Brand Officer