Investipal
Investipal

Investipal

DR15Ahrefs DR: 15/100. Bottom 25%. Measured by Ahrefs. Median 44.Agent48Agent Readiness: 48/100. Above median. Measured by StartupHub.ai. Median 41.Speed82Site Speed: 82/100. Top 25%. Measured by Google PageSpeed. Median 62.

AI-powered wealth management software for financial advisors, streamlining client onboarding, portfolio construction, and compliance.

Website
2021Active8Toronto, Canada

About

Investipal offers a unified, AI-powered platform for financial advisors that streamlines the entire client lifecycle, from scanning brokerage statements to delivering proposals, onboarding clients, and managing billing. Their solutions automate key processes like proposal generation, investment policy statement creation, and compliance documentation, enabling advisors to serve more clients with higher quality.

Key facts

At-a-glance profile data

Website
investipal.co
Headquarters
Toronto, Canada
Founded
2021
Employees
8
Total funding
-
Business model
B2B

Tech stack

Detected on investipal.co, last scanned 20 Sept 2026. Run your own scan

Compliance
SOC 2
Auth
Auth0
Analytics
Google Analytics 4, Microsoft Clarity, LinkedIn Insight Tag, Meta Pixel
CMS / Builders
ReadMe
CDN
Cloudflare
Email provider
Microsoft 365
Visitor tracking
reb2b
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Frequently asked

How many employees does Investipal have?

Investipal has approximately 8 people on record.