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Sofistic.ai

Sofistic.ai

92%

Employees say this is a great place to work


Company Overview

About The Company

Sofistic.AI is a Montreal-based fintech transforming wealth and family office management. Our AI-powered SaaS platform gives financial advisors a complete view of their clients’ assets across accounts, institutions, and entities. With interactive dashboards and real-time simulations, advisors can deliver smarter, data-driven advice and a better client experience. We partner with leading financial institutions and family offices to bring clarity, engagement, and growth to modern wealth management.

COMPANY SIZE

14

Industry

Financial Services & Insurance

HQ Location

Montreal, Quebec


Company Culture at Sofistic.ai

The employee experience below at Sofistic.ai, compared to a typical company.

Learn More

92% of employees at Sofistic.ai say it is a great place to work compared to 60% of employees at a typical company.

  • Sofistic.ai
  • 92%
  • Typical Company
  • 60%

Source: Great Place to Work® 2021 Global Employee Engagement Study.

100%
I am given the resources and equipment to do my job.
100%
Management recognizes honest mistakes as part of doing business.
100%
This is a physically safe place to work.
100%
People here are treated fairly regardless of their gender.
100%
People here are treated fairly regardless of their sexual orientation.

Best Workplaces Lists

Great Place To Work® is proud to recognize Sofistic.ai