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Mogo Inc.

Finance / Wealth Management Vancouver, Canada ~40 employees
Founded
--
Employees (Est.)
~40
4 leaders known
Total Funding
$187.5M
Funding Rounds
3
Last Funding
2025-06-13

About Mogo Inc.

Intelligent Investing is a members-only wealth platform designed to help investors avoid underperformance and achieve long-term financial success. Built on the principles of Warren Buffett, it aims to provide a transparent and innovative alternative to traditional wealth management and self-directed investing platforms, focusing on intelligent investing practices.

Products & Services

Moka:A private wealth management solution with fully managed investing, zero management fees, and a focus on long-term outperformance based on the S&P 500.
Mogo:A self-directed investing app based on Warren Buffett's principles, offering zero commission and FX fees, designed to complement Moka with tools for active investors.
AI-Powered Investing:Integrated AI tools for research and analysis in Mogo, powered by FinChat, to assist in making informed investment decisions.
Impact Investing:Sustainable and socially responsible investing options, including a partnership with Flash Forest to reforest Canadian forests, with over 3.2 million trees planted.
Exclusive Content:Educational content to enhance members’ capabilities as intelligent investors, focusing on lifelong learning.
Member Events:Exclusive events for members to connect and engage, with more details to be announced.

Specialties

Wealth Management Self-Directed Investing AI-Powered Investment Tools Impact Investing Value Investing Principles

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Registered Direct
T: -
FT: Registered Direct
A: 27500000
MR: -
FA: 27.5 million
FAN: 27500000
D: 2025-06-13
FD: 2025-06-13
-
2 RT: Debt
T: -
FT: Debt
A: 100000000
MR: -
FA: up to $100 million
FAN: 100000000
D: 2025-02-28
FD: 2025-02-28
1 investors
3 RT: Credit Facility Extension
T: -
FT: Credit Facility Extension
A: 60000000
MR: -
FA: $60 Million
FAN: 60000000
D: 2024-05-10
FD: 2024-05-10
1 investors
Registered Direct Latest
2025-06-13
$27.5M
Debt 2025-02-28
$100.0M
Credit Facility Extension 2024-05-10
$60.0M

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Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

C

Charlie Munger

W

Warren Buffett

Investor

J

James Clear

T

Thomas Lee

Co-Founder & Head Research Fundstrat

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Recent News

Mogo Inc. Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Website
mogo.ca
Industries
Finance / Wealth Management
Company Size
~40 employees (est.)
Locations
Vancouver, Canada
New York, USA

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