Newport Private Wealth Revenue and Competitors
Estimated Revenue & Valuation
- Newport Private Wealth's estimated annual revenue is currently $19.3M per year.
- Newport Private Wealth's estimated revenue per employee is $210,000
Employee Data
- Newport Private Wealth has 92 Employees.
- Newport Private Wealth grew their employee count by -2% last year.
Newport Private Wealth's People
Name | Title | Email/Phone |
---|---|---|
1 | VP Finance | Reveal Email/Phone |
2 | EVP | Reveal Email/Phone |
3 | VP, Wealth Planning Group | Reveal Email/Phone |
4 | Chief Marketing Officer | Reveal Email/Phone |
5 | Chief Operating Officer | Reveal Email/Phone |
6 | Managing Director | Reveal Email/Phone |
7 | Managing Director | Reveal Email/Phone |
8 | Managing Director, Chief Wealth Management Officer | Reveal Email/Phone |
9 | Managing Director & Portfolio Manager | Reveal Email/Phone |
10 | Managing Director | Reveal Email/Phone |
Newport Private Wealth Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $0.9M | 18 | 0% | N/A | N/A |
#2 | $40.9M | 181 | 10% | $45M | N/A |
#3 | $6.2M | 37 | -12% | N/A | N/A |
#4 | $19.1M | 91 | 11% | N/A | N/A |
#5 | $229.3M | 780 | 6% | N/A | N/A |
#6 | $19.3M | 92 | -2% | N/A | N/A |
#7 | $21.2M | 101 | 3% | N/A | N/A |
#8 | $20M | 95 | 22% | N/A | N/A |
#9 | $55.7M | 241 | 0% | N/A | N/A |
#10 | $173.3M | 660 | N/A | N/A | N/A |
What Is Newport Private Wealth?
Newport Private Wealth is one of Canada's largest independent wealth managers serving individuals and families from coast to coast.\n\nHaving money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view – on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. \n\nSince 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. \n\nNewport Private Wealth’s investment platform is unique for its exceptional diversification in 11 asset categories and access to independent specialized expertise. Independent money managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. \n\nBased in Toronto, Canada, Newport Private Wealth manages $3.5 billion of assets on behalf of several hundred client families with diverse wealth interests.
keywords:N/AN/A
Total Funding
92
Number of Employees
$19.3M
Revenue (est)
-2%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Newport Private Wealth News
US-based registered investment adviser (RIA) EP Wealth Advisors has ... its footprint in southern California to the Newport Beach area.
As Lynne Sebastian, Private Wealth Advisor, UBS, in Newport Beach, California, writes: As a financial advisor, I frequently work with people...
PHILADELPHIA, April 14, 2022--(BUSINESS WIRE)--UBS Private Wealth Management today announced that 23 advisors ... Newport, RI: James Hilton.
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $24.8M | 92 | -5% | N/A |
#2 | $9.4M | 92 | 1% | N/A |
#3 | $29.7M | 92 | 0% | N/A |
#4 | $23.1M | 92 | 6% | N/A |
#5 | $12.9M | 92 | 37% | N/A |