Basic info
Industry
financial services
Sectors
Wealth Management
Holistic Wealth Advice
Financial Services
Private Financial Planning
Private Investment Advice
Date founded
2017
Funding rounds raised
Total raised
$85M
from 2 investors over 2 rounds
W
Wellington-Altus Private Wealth raised $85M on November 2, 2021
Investors: JFII and The Cynosure Group