What it sells
Retirement savings access.
Business model breakdown
Buyer: who owns the budget?
UnverifiedEmployers (HR/finance) sponsoring group plans, and advisor partners
Trigger: what makes them buy now?
Employers need to attract and retain talent with a workplace retirement plan; only a minority of Canadians have a good employer plan.
Workflow: what inputs become what output?
Employer sets up the group plan, employees enrol in as little as 10 minutes, contributions run each pay cycle with simple administration; advisors attach clients.
Economics: what it saves and how it charges
Fee-based group retirement provider (low fees for life claimed); raised C$12M Series A.
Distribution: how it reaches customers
Through advisors and direct employer sales ("Book a call"); DC PaaS for institutions.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-04-14 | — | $12m CAD | — | news.google.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.