Allium Financial Advisors, LLC
We empower you to make great financial decisions by taking the time to fully understand your financial life.
11 employees · est. 2016 · Lake Oswego, United States
Wolfond Financial
We teach our clients the art of money management.
9 employees · est. 2010 · Regina, Canada
Wolfond Financial is the older company (2016 vs 2010); Allium Financial Advisors, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Allium Financial Advisors, LLC | Wolfond Financial |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2010 older |
| Headquarters | ||
| Headquarters | Lake Oswego, United States | Regina, Canada |
| Employees | ||
| Employees | 11 larger | 9 |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services, Insurance |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Wealth Management, Financial Advisors, Investment Advisory, Multi-Family Office, Estate Planning, Gifting Strategies, Alternative Investments, Financial Planning, Investor Education, Private Equity, Private Real Estate, Tax Efficiency, Portfolio Management, Integrated Wealth Management, Holistic Financial Services | Mutual Fund Management, Financial Planning, Investment Advising, Insurance Services, Retirement Planning, Tax Planning, Estate Preservation, Financial Strategy, Ethical Business Practices, Financial Advisory Services |
| Website | ||
| Website | alliumfinancial.com | wolfondfinancial.ca |
About Allium Financial Advisors, LLC
Allium Financial Advisors, LLC, founded in 2016, offers personalized wealth management services to individuals, families, family foundations, and non-profit organizations. The firm's slogan, "We empower you to make great financial decisions by taking the time to fully understand your financial life,...
About Wolfond Financial
Wolfond Financial is a standout in the financial services industry, boasting a commitment to customer service, ethics, and innovation. Established in 2010, the Saskatchewan-based company takes pride in its reputation as one of the province's largest independent mutual fund providers. With a team of...
We will tell you when either one moves
BounceWatch watches Allium Financial Advisors, LLC and Wolfond Financial for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Allium Financial Advis... and Wolfond Financial — by email.
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Compiled from the BounceWatch company index. We last looked at Allium Financial Advisors, LLC on 12 Sep 2024, and Wolfond Financial on 28 Oct 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
