PWL Capital Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 154

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

  • Investments
  • 1

PWL Capital General Information

Description

Provider of a wealth management service intended to serve doctors, dentists, business owners, and other high-net-worth individuals. The company offers financial planning, portfolio management services, investment management, and estate strategies, enabling clients to achieve their long-term financial goals with confidence and clarity.

Contact Information

Website
pwlcapital.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 3400 de Maisonneuve Ouest
  • Suite 1501
  • Montreal, Quebec H3Z 3B8
  • Canada
+1 (514)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
OneDigital
Corporate Office
  • 3400 de Maisonneuve Ouest
  • Suite 1501
  • Montreal, Quebec H3Z 3B8
  • Canada
+1 (514)

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PWL Capital Valuation & Funding

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

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PWL Capital 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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PWL Capital Acquisitions (1)

PWL Capital’s most recent deal was a Merger/Acquisition with TCM Financial Studio. The deal was made on 02-Jul-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
TCM Financial Studio 02-Jul-2025 Merger/Acquisition Other Financial Services
To view PWL Capital’s complete acquisitions history, request access »

PWL Capital Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
TCM Financial Studio Regina, Canada 2013
Pwl Advisors Montreal, Canada 1995

PWL Capital FAQs

  • When was PWL Capital founded?

    PWL Capital was founded in 1996.

  • Where is PWL Capital headquartered?

    PWL Capital is headquartered in Montreal, Canada.

  • What is the size of PWL Capital?

    PWL Capital has 154 total employees.

  • What industry is PWL Capital in?

    PWL Capital’s primary industry is Asset Management.

  • Is PWL Capital a private or public company?

    PWL Capital is a Private company.

  • What is PWL Capital’s current revenue?

    The current revenue for PWL Capital is .

  • When was PWL Capital acquired?

    PWL Capital was acquired on 03-Jan-2025.

  • Who acquired PWL Capital?

    PWL Capital was acquired by OneDigital.

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