Newport Private Wealth Revenue and Competitors

Toronto, ON CAN

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Newport Private Wealth's estimated annual revenue is currently $19.3M per year.(i)
  • Newport Private Wealth's estimated revenue per employee is $210,000

Employee Data

  • Newport Private Wealth has 92 Employees.(i)
  • Newport Private Wealth grew their employee count by -2% last year.

Newport Private Wealth's People

NameTitleEmail/Phone
1
VP FinanceReveal Email/Phone
2
EVPReveal Email/Phone
3
VP, Wealth Planning GroupReveal Email/Phone
4
Chief Marketing OfficerReveal Email/Phone
5
Chief Operating OfficerReveal Email/Phone
6
Managing DirectorReveal Email/Phone
7
Managing DirectorReveal Email/Phone
8
Managing Director, Chief Wealth Management OfficerReveal Email/Phone
9
Managing Director & Portfolio ManagerReveal Email/Phone
10
Managing DirectorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$0.9M180%N/AN/A
#2
$40.9M18110%$45MN/A
#3
$6.2M37-12%N/AN/A
#4
$19.1M9111%N/AN/A
#5
$229.3M7806%N/AN/A
#6
$19.3M92-2%N/AN/A
#7
$21.2M1013%N/AN/A
#8
$20M9522%N/AN/A
#9
$55.7M2410%N/AN/A
#10
$173.3M660N/AN/AN/A
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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/A

N/A

Total Funding

92

Number of Employees

$19.3M

Revenue (est)

-2%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Newport Private Wealth News

2022-04-19 - EP Wealth Advisors takes over Coulston Financial Service

US-based registered investment adviser (RIA) EP Wealth Advisors has ... its footprint in southern California to the Newport Beach area.

2022-04-13 - Mentoring Through Challenging Times: Taking care of your ...

As Lynne Sebastian, Private Wealth Advisor, UBS, in Newport Beach, California, writes: As a financial advisor, I frequently work with people...

2022-04-06 - 23 Advisors in the UBS Northeast Private Wealth Management Market Named to the Forbes/SHOOK Best-In-State Wealth Advisors List

PHILADELPHIA, April 14, 2022--(BUSINESS WIRE)--UBS Private Wealth Management today announced that 23 advisors ... Newport, RI: James Hilton.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$24.8M92-5%N/A
#2
$9.4M921%N/A
#3
$29.7M920%N/A
#4
$23.1M926%N/A
#5
$12.9M9237%N/A