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EdgePoint Wealth Management

84 employees

EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be.

Investor insights

Funding rounds participated in

$255M sweet spot round size

Investor type

Privately Held

Basic info

Industry

Financial Services

Sectors

Financial Services

Date founded

2008

Funding rounds raised

Total raised

$255M

from 1 investors over 1 rounds

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EdgePoint Wealth Management raised $255M on January 14, 2024

Investors: Cymbria

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