Wealth Management Canada
2014
FOUNDED
PRIVATE
STATUS
1-10
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of wealth management advisory services. The company offers its services to high-net-worth individuals while choosing a wealth management company to manage their assets.
Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Primary Office
- 120 Adelaide Street West
- Suite 2500
- Toronto, Ontario M5H 1T1
- Canada
+1 (800) 000-0000
Wealth Management Canada Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
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