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Four Eyes Financial

Compliance software for wealth firms in Canada and the US covering client onboarding, KYC, trade surveillance and case management

CanadaFounded 2015foureyes.financialWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-11

About Four Eyes Financial

Four Eyes Financial builds a client compliance lifecycle platform for wealth management firms. Its modules include 4ms for digital onboarding and KYC maintenance, Risk7 for trade surveillance, and Case Management, Client Complaints, CE Manager and other tools, all on one connected data layer.

Customers are investment dealers, mutual fund dealers, broker-dealers, RIAs and bank-owned wealth businesses regulated by CIRO, provincial securities commissions, FINRA and the SEC. Each client runs on a dedicated, single-tenant cloud instance, hosted in Canada for Canadian firms and in the United States for US firms.

The company was founded in 2015 by Lori Weir and Kendall McMenamon as an investor-focused portfolio tool and rebuilt for wealth management firms in 2019. Its SOC 2 Type II compliance is audited by Aprio LLP. It is currently hiring Full Stack Developers in Saint John and Moncton, New Brunswick.

Product: Client compliance lifecycle platform with 4ms digital onboarding and KYC, Risk7 trade surveillance, case management and client complaints on one data layer.

Jobs at Four Eyes Financial

No open positions listed right now.

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Website technologies

Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.

Content management

  • ElementorHigh confidence
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Forms

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Frontend frameworks

  • jQueryHigh confidence
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Hosting

Recruiting

  • Breezy HRMedium confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.