When was JOC CapitalAi founded?

JOC CapitalAi was founded in 2007.

Where is JOC CapitalAi located?

JOC CapitalAi is headquartered in Toronto, Canada.

Where does JOC CapitalAi rank among its competitors?

JOC CapitalAi ranks 50th amongst 55 active competitors, of which 6 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Neo Group, which secured $36.3M in Jul, 2026.

Who are the top competitors of JOC CapitalAi?

JOC CapitalAi's top competitors include Fisher Investments, Self Bank and Neo Group. Among them, Neo Group secured the most recent funding round in July, 2026.

JOC CapitalAi - 2026 Company Profile & Competitors

JOC CapitalAi is an unfunded company based in Toronto (Canada), founded in 2007. It operates as a Provider of AI-enhanced financial strategies and wealth management solutions. JOC CapitalAi has not raised any funding yet. The company has 55 active competitors, including 6 funded and 2 that have exited. Its top competitors include companies like Fisher Investments, Self Bank and Neo Group.

Company Details

Provider of AI-enhanced financial strategies and wealth management solutions. The company offers personalized strategies designed to meet the needs of high-net-worth individuals. It uses technology to provide risk assessment, tax optimization, and asset protection. The company also provides clients with access to portfolio performance reports.

Key Metrics

Founded Year

2007

Location

Toronto, Canada

Stage

Unfunded

Ranked

50^th among 55 active competitors

Similar Companies

Fisher Investments & 59 more

View JOC CapitalAi's full profile

JOC CapitalAi has not raised any funding rounds yet.

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Top competitors of JOC CapitalAi include Fisher Investments, Self Bank and Neo Group. Here is the list of Top 10 competitors of JOC CapitalAi, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fisher Investments 1979, Camas (United States), Unfunded	Provider of wealth management, retirement planning, and investment advisory services	-	-	58/100
2nd	Self Bank 2000, Madrid (Spain), Unfunded	Commercial bank	-	-	52/100
3rd	Neo Group 2021, Mumbai (India), Series C	Provider of wealth management and asset management financial service products	$246M	Peak XV Partners, Yukti Securities & 53 others	52/100
4th	Vault 2022, Abu Dhabi (United Arab Emirates), Seed	Online platform offering private investment and wealth management solutions for high-net-worth individuals	$68.1K	Surge, Hub71	42/100
5th	RL360 2006, Douglas (United Kingdom), Acquired	Investment and tax-planning solutions	-	-	42/100
6th	LUXUS 2021, New York City (United States), Seed	Online fractional investment platform for luxury assets	$9.37M	ATX Venture Partners, Christie's	40/100
7th	Resonant Capital Advisors 2018, Madison (United States), Unfunded	Financial planning services for for HNIs	-	-	38/100
8th	Safened 2013, London (United Kingdom), Series A	Deposit account management platform	$16.7M	Finch Capital, Orange Growth Capital & 1 others	38/100
9th	Glaxis Capital Management 2005, Sarasota (United States), Unfunded	Financial planning and advisory service provider	-	-	36/100
10th	Siyinjia 2014, Shanghai (China), Deadpooled	A wealth management platform	$10M	Yunqi Partners, IDG Capital	30/100
50th	JOC CapitalAi 2007, Toronto (Canada), Unfunded	Provider of AI-enhanced financial strategies and wealth management solutions	-	-	16/100