FundEX Investments Overview

  • Founded
  • 1995
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 3

FundEX Investments General Information

Description

Provider of financial services intended to pool money from many investors to purchase securities. The company's services include open-end funds, unit investment trusts and closed-end funds, enabling independent financial advisers with an established, fixed fee business model that enables them to access a wide variety of quality investment products to best meet the needs of Canadian investors.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Capital Markets/Institutions
Parent Company
Primary Office
  • 400 Applewood Crescent
  • 3rd Floor
  • Vaughan, Ontario L4K 0C3
  • Canada
+1 (905) 000-0000
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FundEX Investments Valuation & Funding

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

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FundEX Investments Executive Team (1)

Name Title Board Seat Contact Info
David Chapman President & Chief Executive Officer
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