Way Financial logo
VerifiedFinancial Services

Way Financial

WAY is a resource sharing platform that supports driven entrepreneurs in building their company and business while transforming the experience of clients and advisors in the financial services industry. From the start of their professional career in helping clients understand the merits of financial planning, to their incorporation and branding development, business-minded financial advisors are guided by the Way Platform in areas of industry and product knowledge, compliance, operational strategies and many more. One especially attractive component of the Platform is its ability to help its partners connect – to other professionals, clients and others – so as to provide an enduring stream of revenue for those connected. The icon, featuring two persons holding hands and swapping colours, is a symbol of sharing and connecting which underlines the foundation of our platform, with the circular dots an embracement to new technology in doing business efficiently.

7-day free trial · no credit card

HeadquartersRichmond, CanadaEmployees20(51 to 200)Websitewayfinancial.caLinkedIn profileLinkedIn

Verified contacts

13

available on Kipplo

LinkedIn employees

20

51 to 200 range

Open roles

no listings

Distinct roles

8

indexed titles

Tech stack

2

tools in use

Monthly traffic

1

organic / mo

Sign up free to see all 13 verified contacts at Way Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

13 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Way Financial

8 distinct titles indexed · top 8 shown.

  • 5financial advisor
  • 1assistant accounting manager
  • 1contract assistant
  • 1member relations manager
  • 1operations manager
  • 1owner
  • 1processing & compliance officer
  • 1processing and contracting officer

Sign up to unlock all 13 contacts at Way Financial

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 13 verified contacts at Way Financial

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Way Financial | Kipplo Discover