Our core wealth management services include portfolio management, broking services and wealth planning. We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we're small enough to provide a personal relationship-led service with direct access to our people and knowledge.
77
Total Investments
64
Portfolio Companies
-
Exits
4
Industries
General Information
Industries
Finance, Financial Services +2
Company Overview
Investment Criteria
Investment Thesis
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About Canaccord Genuity Group
Recent Investments (77)
View All| Company | Stage | Amount | Date |
|---|---|---|---|
| Private Placement Non Vc | •••••• | May 2024 | |
| Post-IPO Equity | •••••• | Apr 2024 | |
| Post-IPO Debt | •••••• | Oct 2022 | |
| Post-IPO Equity - Li | •••••• | Oct 2022 | |
| Post-IPO Equity | •••••• | Aug 2022 | |
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Convertible Note | •••••• | May 2022 |
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Post-IPO Equity | •••••• | Mar 2022 |
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Secondary Market | •••••• | Feb 2022 |
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Post-IPO Equity | •••••• | Feb 2022 |
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Post-IPO Equity | •••••• | Dec 2021 |
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