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Wellington-Altus logo — Rated by Investment Advisors as Canada’s top investment deal...

Wellington-Altus

Rated by Investment Advisors as Canada’s top investment dealers in the 2024 Brokerage Report Card

Founded 2017 Canada Winnipeg, Canada 726 employees Private Equity Total: $125.00M Financial Services, Wealth Management

General Information

Company Name Wellington-Altus
Founded Year 2017
Location Canada Winnipeg, Canada +26
Employees 726
Industries Financial Services, Wealth Management
Funding Stage Private Equity
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About Wellington-Altus

Wellington-Altus Financial Inc. has been making waves in the financial services and wealth management industries since its founding in 2010. The company boasts a wide range of subsidiaries, including Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc. With over $25 billion in assets under administration and a strong presence across Canada, it's no surprise that Wellington-Altus has been recognized as the top-rated wealth advisory company in the country. Recently, the company secured a significant $40.00M investment in a private equity round from Cynosure Group, further solidifying its position in the market. Wellington-Altus's commitment to serving high-net-worth clients has not gone unnoticed, as evidenced by its recognition in the Investment Executive 2023 Brokerage Report Card. The firm has also been honored as one of Canada's Best Managed Companies, a testament to its dedication to excellence and client satisfaction. Overall, Wellington-Altus Financial Inc. has proven itself as a force to be reckoned with in the wealth management sector, demonstrating impressive growth and a strong track record of success. With its entrepreneurial spirit and focus on delivering top-notch advisory services, the company is undoubtedly a key player in shaping the future of the financial industry.

Taxonomy: Wealth Management, Investment Advisory, High-net-worth Clients, Private Wealth, Portfolio Management, Holistic Wealth Advice, Private Investment Advice, Private Financial Planning, Canada, Top-rated Company, Entrepreneurial Advisors, Best Managed Company, Brokerage Report Card

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Private Equity Round - Wellington •••••• 1
Investor
07 Dec 2023
Private Equity Round - Wellington •••••• 2
Investor
•••• •••• 		02 Nov 2021

Wellington-Altus Alternatives & Competitors

Wellington-Altus vs
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FAQ About Wellington-Altus

Rated by Investment Advisors as Canada’s top investment dealers in the 2024 Brokerage Report Card
Wellington-Altus was founded in 2017.
Wellington-Altus is headquartered in Winnipeg, Canada.
Wellington-Altus operates in the following industries: Financial Services, Wealth Management.
Wellington-Altus has approximately 726 employees.
Wellington-Altus has completed 2 funding rounds, raising a total of $125.00M. The latest funding stage is Private Equity.
Top alternatives and competitors to Wellington-Altus include Quilla Consulting Pty Ltd, Opes Partners, Private Office Asset Management, East West Investment Management, CG Wellington. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wellington-Altus and Quilla Consulting Pty Ltd are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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