IGM Financial
Overview
IGM Financial is a leading Canadian wealth and asset management company that provides financial planning and investment management services through its subsidiaries, including IG Wealth Management and Mackenzie Investments.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Wealthsimple | Oct 2026 | VC Round | Co-investor |
| Nesto | Feb 2024 | Series D | Co-investor |
| nesto Group | Dec 2022 | Series C | Lead |
| Conquest Planning | Jul 2021 | Seed | Co-investor |
Key People
Rhonda Goldberg
Executive Vice President and General Counsel
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is IGM Financial based?
IGM Financial is headquartered in Winnipeg, Canada.
When was IGM Financial founded?
IGM Financial was founded in 1926.
How many portfolio companies does IGM Financial have?
IGM Financial has 4 portfolio companies in Caplight's dataset.
What are some companies in IGM Financial's portfolio?
Portfolio companies visible on Caplight include Wealthsimple, Nesto, nesto Group, Conquest Planning.
What was IGM Financial's most recent investment shown here?
IGM Financial's most recent investment in this portfolio sample was in Wealthsimple in 2026.
What sectors does IGM Financial focus on?
IGM Financial focuses on FinTech, FinTech, FinTech, FinTech, Enterprise Software, Real Estate & PropTech, Real Estate & PropTech, Consumer & Commerce.
What company stages does IGM Financial focus on?
IGM Financial typically invests at the Late stage.
What is IGM Financial's AUM?
IGM Financial's assets under management are estimated between $210.2B and $213.6B.