Assante Wealth Management Revenue and Competitors

Toronto, ON CAN

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Assante Wealth Management's estimated annual revenue is currently $430.7M per year.(i)
  • Assante Wealth Management's estimated revenue per employee is $294,000

Employee Data

  • Assante Wealth Management has 1465 Employees.(i)
  • Assante Wealth Management grew their employee count by 7% last year.

Assante Wealth Management's People

NameTitleEmail/Phone
1
Chief Compliance Officer and VP, ComplianceReveal Email/Phone
2
Associate Regional VPReveal Email/Phone
3
Associate Regional VPReveal Email/Phone
4
Regional VP - Estate PlanningReveal Email/Phone
5
Regional VP, AEISReveal Email/Phone
6
VPReveal Email/Phone
7
Regional VPReveal Email/Phone
8
VPReveal Email/Phone
9
Regional VP, Wealth PlanningReveal Email/Phone
10
VP, Senior Financial AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34920M122N/AN/A$67.6B
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What Is Assante Wealth Management?

CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company with approximately $189 billion in total assets as of August 31, 2020.\n\nFind an Assante advisor near you today: www.assante.com/findmyadvisor \nFor legal and regulatory information, visit assante.com/legal.

keywords:N/A

N/A

Total Funding

1465

Number of Employees

$430.7M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Assante Wealth Management News

2022-04-17 - CI Financial Announces First Quarter Earnings Conference ...

... and it operates in Canadian wealth management through CI Assante Wealth Management (Assante Wealth Management (Canada) Ltd.), CI Private...

2022-04-06 - CI Financial Announces Intent to Take its U.S. Wealth ...

and GSFM Pty Ltd., and it operates in Canadian wealth management through CI Assante Wealth Management (Assante Wealth Management (Canada) Ltd.),...

2022-04-06 - CI Financial to Hold Annual Meeting of Shareholders on June 22, 2022

and GSFM Pty Ltd., and it operates in Canadian wealth management through CI Assante Wealth Management (Assante Wealth Management (Canada) Ltd.),...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$433.4M147433%N/A
#2
$425.3M1482-1%N/A
#3
$300M1509N/AN/A
#4
$15M15173%N/A
#5
$468.8M1522-1%N/A