About Cumberland Private Wealth
Cumberland Private Wealth is a company based in Toronto (Canada) founded in 1997. It operates as a B2B, and D2C. Cumberland Private Wealth offers products and services including Wealth Management Services and PAT.
- Headquarter Toronto, Canada
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Sectors
TechnologyBusiness Services
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Phone
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Website
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Social
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- Legal Name Cumberland Private Wealth Management Inc.
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Products & Services of Cumberland Private Wealth
Cumberland Private Wealth offers a comprehensive portfolio of products and services, including Wealth Management Services and PAT. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers customized investment and portfolio solutions for clients
Online tool for automated portfolio management and advice
Funding Insights of Cumberland Private Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Cumberland Private Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Cumberland Private Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Cumberland Private Wealth Comparisons
Competitors of Cumberland Private Wealth
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Cumberland Private Wealth
When was Cumberland Private Wealth founded?
Cumberland Private Wealth was founded in 1997.
Where is Cumberland Private Wealth located?
Cumberland Private Wealth is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
What does Cumberland Private Wealth do?
Cumberland Private Wealth is a wealth management firm that delivers personalized investment advice, portfolio management, and financial planning for individuals, families, and foundations. Operating in Canada, they connect clients investment, retirement, tax, and estate strategies to align with life goals. They emphasize long-term returns and capital protection during market downturns, using tools like online investing platforms.
What products or services does Cumberland Private Wealth offer?
Cumberland Private Wealth offers Wealth Management Services and PAT.