Super Advisor automates business processes for wealth and independent financial advisors.
Founded in 2021 and based in Toronto, Super Advisor provides software for financial advisors to digitize and automate business processes. Its tools support money movement, account opening, portfolio management, and other back-office work, and developers can build automations using its financial graph database. In August 2022, Rhino Ventures led CAD 2 million in seed funding, with participation from other investors. The company planned to grow its team and develop the platform for advisors and their clients.
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