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Founded Year



Acquired | Acquired

About Razor Logic Systems

Razor Logic Systems provides tools to the financial planning industry in financial calculations and projections, client acquisition, client management, planning workflows, advisor processes and education, and customized solutions.

Razor Logic Systems Headquarter Location

4711 Yonge Street 10th Floor

Toronto, Ontario, M2N 6K8,



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Expert Collections containing Razor Logic Systems

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Razor Logic Systems is included in 1 Expert Collection, including Fintech.



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Latest Razor Logic Systems News

Nest Wealth Acquires Razor Logic Systems, Offering Investment and Financial Planning Solutions

May 16, 2019

Nest Wealth Acquires Razor Logic Systems, Offering Investment and Financial Planning Solutions 2019 Toronto-based Nest Wealth, a digital wealth management platform, has acquired Razor Logic Systems, the creator of RazorPlan, a Canadian financial planning software solution. “Both companies have always shared a common goal to make life better for the individual investor.” With the acquisition, Nest Wealth is adding financial planning capabilities to its platform, calling it “the most complete digital wealth platform available on the market.” The company stated that with this move it hopes to position itself as one of the largest and most comprehensive B2B digital wealth platform in Canada. “We’re excited to welcome the RazorPlan team and their clients to the Nest Wealth family,” said Randy Cass, founder and CEO, Nest Wealth. “Both companies have always shared a common goal to make life better for the individual investor so this seems like a very natural fit.” He added that the acquisition represents an important milestone in the industry, stating, “We will now offer users the first digital wealth platform to combine sophisticated financial planning and professional wealth management. Because of what our two companies are able to accomplish together our users will be able to offer personalized financial plans integrated with their actual investment portfolios.” Alberta-based Razor Logic Systems was founded in 2011 and its RazorPlan was designed to help financial advisors to quickly analyze a client’s needs, and generate full financial plans in as little as 15 minutes. Nest Wealth noted that Razor customers include some of the ‘Big Six’ banks, and with the acquisition they two companies will name among its customers half of Canada’s six largest banks. Nest Wealth was founded in 2014 and its platform uses technology to create and monitor investment portfolios for investors and businesses. The company’s main product, Nest Wealth Pro, provides traditional advisors and their firms with the same technologies that robo-advisors use. In 2017 the company received a $6 million investment from Montreal’s National Bank. The deal was part of multiple agreements between Nest Wealth and National Bank, which included Nest Wealth licensing its investment technology to National Bank to help its advisors manage clients’ money using digital practices. In March 2018 the digital wealth management company launched Nest Wealth at Work, a solution providing group RRSP plans to small and medium-sized businesses. StartUp HERE Toronto is a publishing partner of Betakit  and this article was originally published on their site. Evgeny Tchebotarev, Co-Founder, 500px "If you come to our studio and take a look at the people sitting around the table discussing ideas, they’re from almost every part of the world. I think it has really helped Umbra create an international style.” Paul Rowan, Co-Founder and VP Inspiration, Umbra "Toronto is emerging as a technology hub and attracting increased investment, including ours, because of forward thinking government and amazing access to technology, an incredible talent pool and leading educational institutions, as well as industries and markets in healthcare and financial services.” Dr. Rick Huijbregts, Vice-President, Industry Transformation, Cisco Canada “I think it’s an attractive place to come for talented people, it's a huge market for creative people and I think there are some companies emerging that give people hope that it can be done here.” Mike McDerment, CEO/Co-Founder, Freshbooks "A culture of collaboration is really at the heart of what’s next in innovation. What’s exciting in Toronto is that we have local and international businesses partnering with the startup ecosystem and increasingly with the academic community to position themselves for success in the future. And it’s happening across the spectrum from digital media and information technology, to life sciences and healthcare, energy solutions and social innovation.” Dr. Ilse Treurnicht, CEO, MaRS Discovery District "Startups in Toronto benefit from support at every stage. From the very early stage we have incubators, accelerators and seed stage investors. In the growth stage, we have funders willing to invest a lot of money to really help a company take-off. This gives tech companies in Toronto a huge advantage.” Allen Lau, CEO & Co-Founder, Wattpad “In Toronto, Bombardier manufactures business and commercial aircraft and relies on the diversified, local regional supply chain. We work with more than 70 suppliers located in the Greater Toronto Area and we benefit from a variety of expertise going from complex machining to systems integration.” Graham Kelly, Vice-President, Global Operations & Toronto Site, Bombardier Aerospace “Something that makes Toronto truly unique is that willingness to share and communicate with people very openly inside the industry looking at the global pie as something we can all co-create and achieve together.” Satish Kanwar, Director of Product, Shopify /

  • When was Razor Logic Systems founded?

    Razor Logic Systems was founded in 2006.

  • Where is Razor Logic Systems's headquarters?

    Razor Logic Systems's headquarters is located at 4711 Yonge Street, Toronto.

  • What is Razor Logic Systems's latest funding round?

    Razor Logic Systems's latest funding round is Acquired.

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