Cardinal Point Wealth Management
Your Canada-U.S. Cross-Border Financial Advisor
31 employees · est. 2009 · Toronto, Canada
Private Advisory
Helping people find greater joy through tailored financial guidance that fits their unique goals.
37 employees · Redmond, United States
Side-by-Side Comparison
| Metric | Cardinal Point Wealth Management | Private Advisory |
|---|---|---|
| Founded | ||
| Founded | 2009 | Not tracked yet |
| Headquarters | ||
| Headquarters | Toronto, Canada | Redmond, United States |
| Employees | ||
| Employees | 31 | 37 |
| Industry | ||
| Industry | Finance, Financial Services, Wealth Management | Financial Services |
| 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, Cross-Border Financial Planning, Investment Management, Tax Planning, Estate Planning, Transition Planning, High Net-Worth, Financial Advisory, Family Legacy, Portfolio Management | Private Wealth Management, Financial Planning, Investment Portfolios, Estate Management, Tax Advisory, Asset Allocation, Family Office Services |
| Website | ||
| Website | cardinalpointwealth.com | privateadvisory.com |
About Cardinal Point Wealth Management
Cardinal Point Wealth Management is a Canada-U.S. cross-border wealth management firm founded in 2009. With the slogan "Your Canada-U.S. Cross-Border Financial Advisor," the company offers personalized investment, tax, estate, transition, and financial planning solutions to affluent individuals and...
About Private Advisory
Private Advisory aims to provide tailored financial guidance to help individuals find greater joy while achieving their unique goals. The company's approach democratizes the family office model, offering its services for no more than traditional financial planning fees. With a focus on life-changing...
We will tell you when either one moves
BounceWatch watches Cardinal Point Wealth Management and Private Advisory 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 Cardinal Point Wealth... and Private Advisory — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Cardinal Point Wealth Management on 12 Sep 2024, and Private Advisory on 14 Nov 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.