Wealth Management Canada Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Employees
  • 3
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Wealth Management Canada General Information

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.

Contact Information

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
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Wealth Management Canada Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Wealth Management Canada Executive Team (2)

Name Title Board Seat Contact Info
Steven Balaban Partner & Founder
To view Wealth Management Canada’s complete executive team members history, request access »

Wealth Management Canada Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Wealth Management Canada Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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