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Wealth Management Canada

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.

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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Wealth Management Canada Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Wealth Management Canada Executive Team (2)

Name Title Board
Seat
Contact
Info
Vanja Peric Partner
Steven Balaban Partner