Pascal Wealthtech Chosen for NextSteps Program, which Supports Early-Stage Canadian Tech Firms

Pascal Wealthtech reveals that after “careful” consideration by the Selection Committee, they’ve been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP.

An “exclusive” program meant to assist early-stage Canadian tech firms with achieving their growth objectives, the selection to participate in NextSteps “after a rigorous selection process is a new milestone for the emerging fintech company.”

As mentioned in an update shared with CI:

“Currently in market with InvestorEQ, their behavioral 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.”

Pascal CEO Howard Atkinson noted that being chosen to take part in this national competition is a validation of our digital wealth management tech and leadership team.

Atkinson added:

“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, noted that Pascal has an experienced leadership team and an important tech platform for the wealth management sector. John added that they are “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 that it is “exciting to have the strategic minds at MNP and BCF Ventures helping Pascal take our wealth management products to market.” He added that their commitment to entrepreneurs and innovation is “what makes NextSteps such an outstanding program.”

As mentioned in the announcement, MNP is an entrepreneurial company developed for entrepreneurs who are eager to support Canadian companies and entrepreneurial business leaders. MNP is focused on serving the mid-market segment in Canada and “understand the complex needs of technology companies starting their business journey in Canada.”

As noted in the release, 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,” the update noted.

As previously reported, 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 intuitive user experience (UX) to an all-digital onboarding and compliance process, InvestorEQ behavioral finance profiling, intelligent portfolio builder and integrated client engagement tools including mobile app, Pascal aims to “make the advisor’s world better.”

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