IG Wealth Joins Fintech interVal to Power Advisory Network

AI Partnership | Aug 29, 2025

IG Wealth and InterVal Bring AI Powered Valuation Tools to Canadian Entrepreneurs

On August 28, 2025, IG Wealth Management and Canadian fintech interVal announced a new partnership to help small and medium business owners measure company value and identify opportunities for growth. The collaboration strengthens IG’s advisory network by embedding interVal’s AI driven valuation platform into client planning services, providing advisors with richer insights to guide strategic decisions.

Partnership Enhances Advisory Services

Over the past year IG advisors have been using interVal’s software to deliver business valuations and health metrics that go beyond traditional reporting. The platform produces valuation ranges, saleability scores, and benchmarks on areas such as excess working capital, serviceable debt, and investable assets. These insights allow advisors to offer more proactive strategies for investment, credit, insurance, and succession planning, covering both business and personal wealth needs.

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Damon Murchison, President and CEO, IG Wealth Management:

"Through the interVal platform, clients receive an accurate business valuation and tools to uncover what's driving, or impeding, their business value. This partnership further cements our commitment to serving business owners and helping them build better financial futures."

interVal's Story

Founded in London Ontario, interVal was created to close the information gap between advisors and business owners. The company combines artificial intelligence, machine learning, and natural language processing to transform financial data from systems like QuickBooks and Xero into clear valuation analysis and growth indicators.

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The platform is designed as a shared environment where both advisors and business owners can track value drivers, monitor benchmarks, and anticipate how changes in performance affect long term outlook. interVal’s culture emphasizes empathy, collaboration, and building tools that make advisory conversations more strategic and forward looking. Its leadership team blends expertise in finance, valuation, customer success, and technology to ensure the platform aligns with the needs of financial professionals and their clients.

Implications for Canadian Entrepreneurs

The integration of interVal into IG’s services brings modern valuation technology to a national network of advisors serving nearly one million clients. With IG managing approximately $148.4 billion in assets under advisement as of July 31, 2025, the reach of this partnership has the potential to influence financial planning practices across Canada.

For small and medium business owners, the benefits are practical and beneficial. Instead of relying on static valuations or fragmented financial reports, they can now access dynamic assessments that reveal what is helping or hindering company value. This improves decision making on growth investments, cash management, and risk protection while also informing personal wealth strategies tied to the business.

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The IG and interVal partnership highlights how fintech innovation is proliferating across advisory networks in Canada. As interVal’s AI powered tools scale within IG’s national network, more entrepreneurs will be able to plan with greater clarity and foresight. This improves the competitiveness of Canadian business owners and also strengthens the ability of financial advisors to deliver relevant and modern services (win-win for both parties).

In Conclusion

Advisory practices are increasingly supported by real time data, predictive analytics, and shared insight platforms. By embedding fintech solutions like interVal, large financial institutions such as IG Wealth Management are setting new standards for integrated planning and business growth support.

The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, artificial intelligence, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org

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