Nicola Wealth Management
VC Fund
Vancouver, Canada
Nicola Wealth Management is a VC fund in Vancouver focused on Software and Artificial Intelligence. Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.With locations in the Lower Mainland (Vancouver and Richmond offices), the Okanagan (Kelowna office), and the Greater Toronto Area (Toronto office), Nicola Wealth provides executives, business owners andincorporated individuals across Canada with the full-service, integrated approach they require.
- Total investments:
- 14
- Last investment:
- Lead investor:
- 14%
Last updated:
For AI agents: llms.txt
Industries Nicola Wealth Management invests in
Stages Nicola Wealth Management invests in
Countries Nicola Wealth Management invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Investment Focus
Industry
- Software 4 (29%)
- Artificial Intelligence 3 (21%)
- Financial Services 2 (14%)
- B2B 1 (7%)
- CRM 1 (7%)
Stage
- Series B 3 (21%)
- Series C 3 (21%)
- Series A 2 (14%)
- Series D 2 (14%)
- Funding Round 2 (14%)
Country
- Canada 7 (50%)
- United States 2 (14%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
Chris Nicola
CTO
|
CTO | Total investments: 0 | Find email | |
David Sung
President and Partner
|
President and Partner | Total investments: 0 | Find email | |
Jamie Duncan
Chief Operating Officer
|
Chief Operating Officer | Total investments: 0 | Find email | |
John Nicola
Chairman & Chief Executive Officer & Founder
|
Chairman & Chief Executive Officer & Founder | Total investments: 0 | Find email | |
Karen Ikeda
Sr Financial Advisor, Wealth Management
|
Sr Financial Advisor, Wealth Management | Total investments: 0 | Find email |
Investments
| Company | Description | Round | Links |
|---|---|---|---|
| Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times,and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility. | $30.9M / Series B / Sep 10, 2024 | ||
| Kore.ai, a leader in enterprise AI, accelerates business outcomes from AI with agentic AI applications built on the industry-leading Kore.ai Agent Platform. Its growing catalogue includes pre-built solutions for banking, healthcare, and retail; horizontal applications for IT, HR, and recruiting; and marketplace that help enterprises deploy AIagents quickly across additional industries and use cases. Open and agnostic by design, Kore.ai gives organizations flexibility in choosing AI models, cloud infrastructure, and enterprise systems. Trusted by nearly 500 Global 2000 companies, Kore.ai enables secure, scalable AI adoption worldwide. With its roots grounded in the Enterprise, Kore.ai brings years of experience in AI applications for customer service, workplace productivity and process automation. The company has a strong patent portfolio in the AI space and has been recognized as a leader and an innovator by top analysts. Headquartered in Orlando, Kore.ai has a network of offices to support customers in India, the UK, the Middle East, Japan, South Korea, and Europe. Visit Kore.ai to learn more. | $150M / Series D / Jan 30, 2024 | ||
| Avidbots vision is to bring robots to everyday life to expand human potential. Avidbots first product is NEO - the world's smartest autonomous scrubbing robot. NEO is trusted by some of the best managed airports, retail malls, hospitals, colleges, industrial sites, museums, warehouses, etc in 7 countries and counting. | $70M / Series C / Sep 27, 2022 | ||
| RenoRun is building the world's largest single source platform for general contractors to purchase materials. Their mobile-friendly platform is a one-stop-shop when it comes to construction material supply. This app is revolutionizing the construction industry by maximizing productivity, saving contractors wasted run-around hours, and allowingtheir clients to leave their competition in the dust. Their trained runners will collect and deliver the desired materials to the job site.RenoRun was founded in 2016 and is headquartered in Montreal, Canada, with offices in Toronto and Austin, Texas. | $142.6M / Series B / Feb 01, 2022 | ||
| Sonic Incytes is a medical device start-up company developing quantitative ultrasound for point-of-care diagnostic and procedure guidance. our mission to enable routine assessment and management of liver health, with diagnostic accuracy you can count on. | $7.3M / Series A / Dec 07, 2021 | ||
| Spare is a mobility management software company that enhances public transit services through on-demand and shared transportation solutions. The platform integrates various modes of transport, enabling efficient and accessible mobility for all users. Their platform uses advanced algorithms and data analytics to optimize routes, reduce wait times,and improve overall efficiency for transportation services. By optimizing transportation services and promoting shared rides, Spare Labs reduces traffic congestion and emissions, supporting more sustainable urban mobility. | $18M / Series A / Nov 30, 2021 | ||
| Kore.ai, a leader in enterprise AI, accelerates business outcomes from AI with agentic AI applications built on the industry-leading Kore.ai Agent Platform. Its growing catalogue includes pre-built solutions for banking, healthcare, and retail; horizontal applications for IT, HR, and recruiting; and marketplace that help enterprises deploy AIagents quickly across additional industries and use cases. Open and agnostic by design, Kore.ai gives organizations flexibility in choosing AI models, cloud infrastructure, and enterprise systems. Trusted by nearly 500 Global 2000 companies, Kore.ai enables secure, scalable AI adoption worldwide. With its roots grounded in the Enterprise, Kore.ai brings years of experience in AI applications for customer service, workplace productivity and process automation. The company has a strong patent portfolio in the AI space and has been recognized as a leader and an innovator by top analysts. Headquartered in Orlando, Kore.ai has a network of offices to support customers in India, the UK, the Middle East, Japan, South Korea, and Europe. Visit Kore.ai to learn more. | $50M / Series C / Sep 29, 2021 | ||
| CPS Capital invests in and works with high-quality small and medium sized businesses. | Debt Financing / Jul 12, 2021 | ||
| At Vendasta, our core purpose is to drive local economies by democratizing technology for small- and medium-sized businesses (SMBs). We accomplish this by providing a robust platform to local experts around the world—our channel partners. Partners use Vendasta’s technology to market, sell, bill, fulfill, and deliver digital solutions to their SMBclients. Our end-to-end platform and marketplace are tightly integrated into an operating system delivered to SMBs, providing a single sign-on to their digital products and analytics. Vendasta serves 50,000+ channel partners, who in turn work with more than five million SMBs worldwide. Sign up for free and explore Vendasta at www.vendasta.com. | $87.4M / Series C / May 27, 2021 | ||
| At Vendasta, our core purpose is to drive local economies by democratizing technology for small- and medium-sized businesses (SMBs). We accomplish this by providing a robust platform to local experts around the world—our channel partners. Partners use Vendasta’s technology to market, sell, bill, fulfill, and deliver digital solutions to their SMBclients. Our end-to-end platform and marketplace are tightly integrated into an operating system delivered to SMBs, providing a single sign-on to their digital products and analytics. Vendasta serves 50,000+ channel partners, who in turn work with more than five million SMBs worldwide. Sign up for free and explore Vendasta at www.vendasta.com. | $99M / Series D / May 27, 2021 | ||
| See all 14 investments → | |||
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FAQ
What does Nicola Wealth Management invest in?
Nicola Wealth Management invests primarily in Software, Artificial Intelligence and Financial Services startups, most often at Series B and Series C stage. Most of the 14 investments tracked by Shizune back companies in Canada. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Nicola Wealth Management?
Public channels for Nicola Wealth Management include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Nicola Wealth Management?
The team at Nicola Wealth Management includes Chris Nicola (CTO), David Sung (President and Partner) and Jamie Duncan (Chief Operating Officer). The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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