Dorchester Wealth Management Overview

  • Year Founded
  • 1928

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Dorchester Wealth Management General Information

Description

Provider of investment advisory services based in Montreal, Canada. The company manages portfolios of marketable securities with the objective of protecting and increasing capital for clients, and also helps clients achieve long-term financial goals through a personalized approach.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • 1100 Rene Levesque Boulevard West
  • Suite 650
  • Montreal, Quebec H3B 4N4
  • Canada
Primary Industry
Asset Management
Corporate Office
  • 1100 Rene Levesque Boulevard West
  • Suite 650
  • Montreal, Quebec H3B 4N4
  • Canada

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Dorchester Wealth Management Valuation & Funding

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

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Dorchester Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Dorchester Wealth Management FAQs

  • When was Dorchester Wealth Management founded?

    Dorchester Wealth Management was founded in 1928.

  • Where is Dorchester Wealth Management headquartered?

    Dorchester Wealth Management is headquartered in Montreal, Canada.

  • What is the size of Dorchester Wealth Management?

    Dorchester Wealth Management has 14 total employees.

  • What industry is Dorchester Wealth Management in?

    Dorchester Wealth Management’s primary industry is Asset Management.

  • Is Dorchester Wealth Management a private or public company?

    Dorchester Wealth Management is a Private company.

  • What is Dorchester Wealth Management’s current revenue?

    The current revenue for Dorchester Wealth Management is .

  • When was Dorchester Wealth Management acquired?

    Dorchester Wealth Management was acquired on 13-Apr-2015.

  • Who acquired Dorchester Wealth Management?

    Dorchester Wealth Management was acquired by Focus Financial Partners.

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