Agora has become a major industry player by offering the lowest costs, the highest service levels and the best tools. “We’ve built both a business model and a platform that’s never been seen in our space – and that’s what makes us stand out,” says co-founder and CEO Paul Morford. “We’re advisors first, so creating an advisor-centric platform that’s end-to-end was completely unique.”
Launched in 2019, Agora is a business-to-business carrying dealer that works in partnership with mutual fund dealers and financial advisors, providing advanced digital tools and high-net-worth account and portfolio capabilities. Offering 20 model portfolio options with three portfolio consultants, Agora’s account fees are 92% lower than their competitors' nominee accounts. And the company’s expertise is paying off – over the last 12 months, Agora Dealer Services Corp. has seen 950% growth.
“We profoundly believe in advice, and our goal has always been to get meaningful advice to average Canadians,” says Jeff Thorsteinson, co-founder and COO. “What we’ve learned from advisors, the feedback as they’ve adopted the platform is, ‘You guys listen to us. When I give feedback, the next day or a week later, that feedback has been implemented into the platform.’ The comments from our advisors in the field have really helped us evolve not just our platform, but our company.”
Agora Dealer Services Corp.