Worldsource Wealth Management Overview
- Year Founded
-
1989
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
- Investments
-
1
Worldsource Wealth Management General Information
Description
Provider of financial management services intended to work for an advisor to a mutual fund. The company specializes in delivering wealth management support to operational processes, state-of-the-art technologies and leading business support that help improve the overall operation of your business.
Contact Information
Website
www.worldsourcewealth.com(Operating Subsidiary)
Corporate Office
- 625 Cochrane Drive
- Suite 700
- Markham, Ontario L3R 9R9
- Canada
Corporate Office
- 625 Cochrane Drive
- Suite 700
- Markham, Ontario L3R 9R9
- Canada
Worldsource Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Worldsource Wealth Management Comparisons
Industry
Financing
Details
Worldsource Wealth Management Competitors (11)
One of Worldsource Wealth Management’s 11 competitors is Wealth Enhancement Group, a Private Equity-Backed company based in Plymouth, MN.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Wealth Enhancement Group | Private Equity-Backed | Plymouth, MN | ||||
| Facet | Venture Capital-Backed | West Palm Beach, FL | ||||
| Trilogy Financial Services | Private Equity-Backed | Irvine, CA | ||||
| Bluemark Advisors | Corporation | Rochester, NY | ||||
| Snowden Lane Partners | Private Equity-Backed | New York, NY |
Worldsource Wealth Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Worldsource Wealth Management Acquisitions (1)
Worldsource Wealth Management’s most recent deal was a Merger/Acquisition with Select Financial Services. The deal was made on 10-Jan-2013.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Select Financial Services | 10-Jan-2013 | Merger/Acquisition | Other Financial Services |
Worldsource Wealth Management FAQs
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When was Worldsource Wealth Management founded?
Worldsource Wealth Management was founded in 1989.
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Where is Worldsource Wealth Management headquartered?
Worldsource Wealth Management is headquartered in Markham, Canada.
-
What industry is Worldsource Wealth Management in?
Worldsource Wealth Management’s primary industry is Other Financial Services.
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Is Worldsource Wealth Management a private or public company?
Worldsource Wealth Management is a Private company.
-
What is Worldsource Wealth Management’s current revenue?
The current revenue for Worldsource Wealth Management is .
-
Who are Worldsource Wealth Management’s investors?
Guardian Capital Group (Asset Management) has invested in Worldsource Wealth Management.
-
Who are Worldsource Wealth Management’s competitors?
Wealth Enhancement Group, Facet, Trilogy Financial Services, Bluemark Advisors, and Snowden Lane Partners are some of the 11 competitors of Worldsource Wealth Management.
-
When was Worldsource Wealth Management acquired?
Worldsource Wealth Management was acquired on 01-Mar-2023.
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Who acquired Worldsource Wealth Management?
Worldsource Wealth Management was acquired by Desjardins Group.
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