WealthManagement.com Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • WealthManagement.com's estimated annual revenue is currently $525k per year.(i)
  • WealthManagement.com's estimated revenue per employee is $105,000

Employee Data

  • WealthManagement.com has 5 Employees.(i)
  • WealthManagement.com grew their employee count by -37% last year.
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 WealthManagement.com?

Frost Financial Team of HollisWealth is a wholly owned subsidiary of Scotiabank and part of the Bank's Global Wealth & Insurance division. As one of Canada's premier financial advisory networks, we provide diversified investment and wealth management services to individuals, families, corporations and foundations. HollisWealth supports innovative wealth management through a network of independent advisors who operate under the HollisWealth brand. This advisory network consists of approximately 900 advisors of multiple regulated entities in over 400 locations across Canada. At HollisWealth, we are dedicated to creating a positive working environment for employees and fostering a true business partnership with advisors. We believe our biggest asset is our people and we are committed to supporting all members of our business family – whether you join our corporate team or choose to work with us as an independent advisor. Our parent company, The Bank of Nova Scotia, is firmly established as one of North America's premier financial institutions. A publicly traded company (TSX symbol = BNS), it has a market capitalization of over $70 billion. Scotia Capital Inc. is a full-service investment dealer and a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund; HollisWealth Advisory Services Inc. is a mutual fund dealer and a member of the Mutual Fund Dealer Association of Canada and the MFDA Investors Protection Corporation; HollisWealth Insurance Agency Ltd. is a managing general agency licensed for the sale of life, accident and health insurance. Dynamic Funds, our award-winning investment affiliate, is an industry leader tracing its roots back more than 50 years. It offers a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Dynamic Funds is a division of 1832 Asset Management L.P.

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Total Funding

5

Number of Employees

$525k

Revenue (est)

-37%

Employee Growth %

N/A

Valuation

N/A

Accelerator

WealthManagement.com News

2022-04-20 - Vancouver's Jammed Warehouses Show Why Inflation Is So Sticky

Vancouver, the home of one of North America's busiest ports, is bursting at the seams, with warehouse vacancy rate below 1 percent.

2022-04-17 - Orion Advisor Solutions Buys CRM Provider Redtail

Orion is attaching Redtail's CRM technology to its advisor offering that includes portfolio management, financial planning and risk...

2022-04-06 - RightCapital Debuts One-Page Financial Plan Snapshot

Financial planning software developer RightCapital has released its Snapshot feature, which gives advisors a customizable, highly visual...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$0.1M5-58%N/A
#2
$0.4M60%N/A
#3
$0.4M60%N/A
#4
$0.5M70%N/A
#5
$0.5M7N/AN/A