Wellington-Altus Private Wealth Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Wellington-Altus Private Wealth's estimated annual revenue is currently $225.5M per year.(i)
  • Wellington-Altus Private Wealth's estimated revenue per employee is $294,000

Employee Data

  • Wellington-Altus Private Wealth has 767 Employees.(i)
  • Wellington-Altus Private Wealth grew their employee count by 1% last year.

Wellington-Altus Private Wealth's People

NameTitleEmail/Phone
1
Founder & CEOReveal Email/Phone
2
VP, MarketingReveal Email/Phone
3
SVP, Head Corporate Development, CanadaReveal Email/Phone
4
Senior Vice-President, Compliance & Chief Compliance OfficerReveal Email/Phone
5
Executive Vice-President, Chief Operating Officer, and Chief Financial OfficerReveal Email/Phone
6
Senior Investment Advisor, Portfolio ManagerReveal Email/Phone
7
Senior Vice-President & Regional Manager, Western RegionReveal Email/Phone
8
Investment Advisor, Associate Portfolio ManagerReveal Email/Phone
9
Senior Portfolio Manager, Senior Wealth AdvisorReveal Email/Phone
10
Senior Wealth Advisor & Portfolio ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$41.1M1820%$645MN/A
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What Is Wellington-Altus Private Wealth?

Independent wealth management puts clients first in a way that large corporate institutions just cant. Independent investors are motivated because theyre not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms. Wellington-Altus Private Wealth offers financial advice and asset management to high net-worth individuals, families, business owners and organizations.

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Total Funding

767

Number of Employees

$225.5M

Revenue (est)

1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wellington-Altus Private Wealth News

2022-04-17 - Money Matters with the Baun Investment Group at Wellington-Altus Private Wealth

The Baun Investment Group at Wellington-Altus Private Wealth joins Global News Morning Calgary to offer insight into the day's biggest...

2022-03-30 - Policy normalization won't happen in the next 6 months ...

James Thorne, chief market strategist at Wellington-Altus Private Wealth, discusses his market outlook. Thorne says that those that assume inflation is...

2022-03-30 - Wellington-Altus Private Wealth: Keeping high level wealth ...

Wellington-Altus Private Wealth has more than $20 billion in assets under administration and they cater to high-net-worth clients. An investment...

2019-09-12 - Streetwise newsletter: Hong Kong Exchanges $37-billion bid ...

Wellington-Altus snags former ScotiaMcLeod head: The former head of ... brokerage Wellington-Altus Private Wealth Inc. Story (Clare O'Hara).

2019-09-12 - Wellington-Altus snags former ScotiaMcLeod head

The former head of ScotiaMcLeod Inc. has joined independent brokerage Wellington-Altus Private Wealth Inc. Rob Djurfeldt, a 28-year veteran ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$363.1M7865%N/A
#2
$212.9M8458%N/A
#3
$441.8M9627%N/A
#4
$253.8M1007N/AN/A
#5
$502.6M101711%N/A