Profile
Family Legacy Continuity is a private wealth management platform for advisors of high net-worth multi-generational families with globally distributed wealth. Various AI agents assist the domain expert advisors by augmenting insight from the family's intergenerational wealth knowledge, with jurisdictional tax, legal, and regulatory knowledge, to assist with taking informed decisions for the family's wealth, succession, and estate plans and management. The Funds and Deal Flow management platform is supported by a General Partner AI assistant for deal due diligence.
Mission Objectives
The objective of the platforms is to leverage AI, coupled with automated and guided processes, and wholistic contextual information to significantly enhance advisor's productivity and reduce time to delivery for private wealth management. The platforms are able to recommend optimal strategies to wealth distribution, growth, preservation, deal acquisition and exit.
Event details
Date: June 17 - 21, 2024
Event contact
Lisa Qi
Senior International Market Consultant
Tel: +1 416-843-4382
Email: lisa.qi@ontario.ca
Participants
106 in total
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01Synergy is a leading software development firm specializing in innovative web and application solutions.… -
6Harmonics makes it easy for remote industrial clients to operate autonomously at the edge, in extreme environments… -
Since 2018, ADMETAL has been actively expanding its business in the field of robotics, independently designing… -
Alteeve is a leading provider of open source high-availability virtual server software that prioritizes… -
Apption is a trusted data, AI, and software solutions partner with a 20-year track record of… -
Ardent Cybersecurity is a Toronto-based consulting firm providing world-class cybersecurity services to help… -
Beaconer is a managed cybersecurity company specializing in third-party risk assessment which helps organizations… -
Blockchain Venture Capital Inc. is a provider of innovative technology infrastructure to participants in the… -
Bluink operates an eIDaaS (e-Identity as a Service) providing remote identity verification (… -
BLUMEx specializes in upskilling professionals in cybersecurity, artificial intelligence (AI), and… -
Business!GO is a unique app that includes a complete ecosystem so that a person can explore, launch, and develop… -
Rooted in national security and critical infrastructure protection, C3SA, one of Canada's first… -
Canvass AI puts industrial companies in control of their data to achieve operational excellence.… -
Capzul is a cybersecurity company that is transforming mobile network security with disruptive foundation… -
Cascara Energy, an Ontario-based cleantech company, revolutionizes district energy systems with its innovative… -
Chillwall AI is the world’s first Experience AI assistant platform - powered by your… -
Circuitiq digitizes your complex electrical systems, providing clear circuit maps for electricians, facility… -
CM Inc. was founded in 1987 and has been providing services to both the public and private sectors.… -
Cobionix is developing an autonomous robotics platform, Codi, to bridge skilled labor gaps within healthcare,… -
Community Smart Living pioneers future living spaces with its 5G IoT multi-dwelling hub, creating… -
Collectively operating on the steadfast mission of empowering enterprise innovation through leading-edge web… -
CSR5 GLOBAL offers a comprehensive cybersecurity solution that integrates advanced protection and… -
Scale your business with Customerization consultants and Zoho solutions. Customerization’s specialty is helping… -
CyberCare Pro help’s accountants, defense subcontractors and SM’s to meet cybersecurity regulatory… -
CyberVisor brings government-grade security and corporate-level assurance to every customer, regardless of budget… -
DeepCode empowers defense, intelligence and law enforcement agencies with accurate, relevant, timely and… -
Defense Station est une plateforme automatisée offrant une pleine visibilité dans tous vos environnements. Grâce… -
The Distributive Compute Protocol (DCP) is a complete rethinking of how organizations approach… -
DotsLive is a comprehensive career development platform for talents with smart recruitment solutions for… -
DriverDX is a rare SaaS-enabled platform where transportation carriers source and… -
Using wireless IoT devices powered by AI algorithms developed in-house, Ecosystem… -
ELO is passionate about gaming. ELO believes that every gamer deserves to have the best equipment in order to… -
EmersonGrow, a Canadian Agritech firm, engineered a customizable grow light system with patented LED… -
Entuitive Workforce Compliance is a leading provider of proprietary enterprise and SaaS contractor… -
Everykey is the world's first universal smart key that replaces your passwords and keys. With its mobile app, you… -
Family Legacy Continuity is a private wealth management platform for advisors of high net-worth multi-… -
Exocet Technologies is a consulting firm specializing in real-time and large-scale order-to-cash solutions,… -
BizupSolutions Inc. (Expancio) is a Toronto-based software company focused on providing customer engagement,… -
Founded in 2016 by individuals with more than 30 years experience in information security, Ferro Technics Inc.… -
Finite is a Toronto-based fintech innovator leveraging generative AI and blockchain to revolutionize… -
FluidAI is a medical technology company focused on data-driven patient recovery after surgery. Fluid… -
FN Immersive Innovation assists diverse industries in overcome skills shortages, facilitating… -
Founded in 2011, Food Cycle Science offers a suite of innovative FoodCycler® products designed to make food waste… -
GridS2 is a clean technology startup that helps electrical utilities reduce the cost of supplying electricity… -
Imagine a transformative shift in your operational model where instead of continually recruiting new personnel,… -
Harvest System’s technology harvests and recycles waste heat in order to reduce operating costs and greenhouse… -
Health Espresso provides a collaborative, patient-centred platform for community organizations, physicians and… -
Hera Fertility offers convenient at-home sperm testing kits that provide comprehensive insights into fertility.… -
HIPAAtizer, the AI-driven Patient Engagement Platform, enhances patient intake by making processes… -
IDENTOS helps government and healthcare organizations connect people to online services such as accessing health… -
ImmiCan is an impact startup dedicated to integrate immigrants faster and scale service based business leveraging… -
InnScience provides an innovation platform where you access cutting-edge technologies, research, and projects,… -
Invenci blends passion, unparalleled experience, and a proven success record to deliver exceptional AI… -
JaggedXY is a leading Location Analytics solution provider to MNOs.… -
KnowMeQ's solutions empower workers and fosters economic growth for companies and communities. Their science-… -
KS Analytics provides analytical AI solutions using SaaS business model based on its… -
Kubert is on a mission to provide a simpler approach to enterprise-ready Kubernetes management. It offers a… -
Lifeaccount is transforming the way companies’ setup and manage employee health benefits. Increase employee… -
Litespace is an AI-powered suite to engage your employees, create connections, speed up onboarding,… -
LocoMobi World Canada Inc.’s unique smart city development capabilities equip your business with diverse and… -
Longan Vision, established in 2018 as a spin-off from McMaster University research, produces the Fusion Vision… -
Malleum is a research-lead cybersecurity solutions provider based in Canada, USA and the UK… -
With decades of experience in electronic systems development for nuclear, medical, and waste management… -
With a peer-to-peer currency exchange model, Manis Cloud provides the software that empowers global money… -
Maple Green Digital Technologies Ltd, a Canadian company with more than 28 years’ experience working with new… -
MedEssist is a clinical, workflow, and business technology platform utilized by over 500 pharmacies across Canada… -
Mercku's mission is to make the most advanced and complete networking suite to connect people and information. It… -
metricHEALTH is an AI, analytics and digital transformation company that helps healthcare providers… -
Smoothtalker is a North American cellular signal booster manufacturer. In 2001 we designed the first digital… -
mobileLIVE helps digital businesses innovate and build profitable growth engines - fast. It is a multi-award-… -
MOLLI Surgical started with one patient’s voice who asked if there was a way to make her breast cancer journey… -
myLaminin is the most complete, integrated, and secure research data management (RDM) platform for… -
As security threats increase in sophistication and complexity, trying to keep up can mean falling behind.… -
Nextologies is a managed service provider of broadcast video technologies. Trusted by global broadcasters,… -
Codalio is a proprietary generative-AI-powered rapid application development platform that enables… -
Nuvis Technologies specializes in computer vision-based IOT applications based on artificial… -
Launched in April 2022, ORNA is a Canadian AI end-to-end cyber incident response automation platform… -
PCI Services is a Canadian company based out of Markham, Ontario. It has been in business for over… -
PledgX provides prequalification, intelligent data processing and analytics services for stakeholders in the… -
Established in 2021 by a team of industry-leading engineers with over 500 patents, Pontosense is on a mission to… -
PowerDev allows renewable energy contenders to make decisive and sustainable battery storage and green hydrogen… -
Prudle is a language technology company that specializes in providing seamless multilingual communication… -
QEA Tech conducts detailed building envelope energy audits using AI, drones, and… -
Qoherent helps scientists and engineers explore applications of AI on software-defined radios. It… -
Rolldog is a customer relationship management (CRM) platform that empowers companies to elevate… -
Sailfish Intelligence specializes in innovative LED 2D and 3D art technology and customized software… -
ScriptString.AI empowers cross-functional real estate teams to streamline their operations through… -
SearchEye helps connect brands with world class publishers to grow search, notoriety and brand visibility… -
SingleKey helps residential landlords take the risk out of renting by offering the industry leading tenant… -
Sixty Degree Capital invests in companies creating meaningful change in their industries, across sectors (… -
Skinopathy helps dermatology patients get the right treatment at the right time by arming physicians with tools… -
Skkynet is a global leader in real-time software solutions that allow companies to securely acquire, moanitor,… -
Synaptive Medical Inc., a Toronto-based, global medical device and technology company solves surgical, imaging,… -
TekoAI is a cutting-edge company specializing in AI-driven digital assistants for… -
TempHo is an innovative online platform that has emerged as a beacon of support for newcomers seeking safe,… -
Terranova Defense works with domestic and international companies and defense agencies that are at risk of… -
Terrifio’s Markr platform equips patent-owning startups, SME… -
Toursys is a modern, cost-effective cloud-based software that assists tourism companies in efficiently creating,… -
Truly Financial provides a robust banking and payments platform that provides access to local bank accounts and… -
Ultrahaus, with over two decades of experience, specializes in leveraging cutting-edge technology to enhance… -
Today, the global food supply chain has been permanently destabilized by a host of factors such as climate change… -
Videolinq is an industry leader in creating generative AI-automated captions, translations, and… -
Vivid Machines is a startup that is developing spectral imaging and computer vision systems to revolutionize the… -
The Welcome Platform redefines initial interactions, ensuring newcomers feel safe and accepted. Today’s economy… -
WizarPOS International, a leading Android payment terminal and system provider, is committed to… -
Workwolf is a platform that finds, filters, and verifies top candidates, using AI and psychometric…