In order to develop a financial strategy that’s best for their clients, Exponent Investment Management starts with a comprehensive analysis of the client’s situation. This includes taking stock of all their income sources, including pensions and savings accounts. Their advisors also look at the long-term goals and financial needs that are unique to each individual.

The team at this fee-based investment firm in Ottawa focuses on transparency, which they believe is critical to building trust within the relationship. Their online portal allows you to track the progress of your portfolio at any time and also offers the ability to schedule meetings with your advisors either in-person or by phone. In addition, the team’s fiduciary commitment means that they are legally bound to put your interests first.

Why Choose Exponent Investment Management for Your Financial Needs

Co-founders of the firm are alumni of Plaid and Robinhood, and they have built and scaled multiple enterprise software startups – leading their GTM teams across sales, marketing, customer success and more from $0 to $200m as the first revenue hire at companies like Plaid and Ramp. The team is backed by an investor syndicate that includes Carnegie Mellon University, Cook Children’s Health Care System, LGT Capital Partners and Next Legacy Partners. Exponent Founders Capital has already begun raising its second fund, a $75 million early-stage venture capital fund that will invest in startups across enterprise software, fintech and payments, infrastructure, applied AI, and vertical SaaS in the US and Canada.