Sofistic.AI has built a cloud-based platform that aggregates and centralizes all client wealth data—including off-book assets—to give institutions and advisors a full 360° view of portfolios. The system deploys quickly without heavy integrations, allowing banks, wealth managers, and family offices to start using it rapidly. Its AI modules, Sofi Insights and Sofi Chat, run simulations and generate actionable recommendations so advisors can identify opportunities and act with greater speed and clarity. The company positions the product as a ‘family-office-in-a-box,’ aiming to elevate advisory services while boosting institutional productivity. Fresh capital is earmarked for expanding commercial rollout and accelerating product deployment across Québec and beyond. The recent seed round brings total external funding to US$6.8 million, validating market demand and supporting the transition from R&D to full commercialization. No revenue or user metrics were disclosed in the announcement.

Total raised

$7M

Funding rounds

1

Latest round

Seed

Latest activity

Feb 2026