Dundee Securities
About Dundee Securities
Dundee Securities is a company founded in 1998 was acquired by Echelon in December 2018. Dundee Securities operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Echelon
(Dec 14, 2018)
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Funding Insights of Dundee Securities
Detailed funding history for Dundee Securities
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Investors in Dundee Securities
Dundee Securities has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Ventum Financial.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management, portfolio services, financial planning, and advisory are provided.
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Investor details for Dundee Securities
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Investments & Acquisitions by Dundee Securities
Investment portfolio details for Dundee Securities
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Financial Statements - Dundee Securities
Detailed financials for Dundee Securities
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Dundee Securities Comparisons
Peer comparison for Dundee Securities
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Competitors of Dundee Securities
Dundee Securities operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Dundee Securities
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Latest news on Dundee Securities
Complete news archive for Dundee Securities
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Frequently Asked Questions about Dundee Securities
Dundee Securities was founded in 1998.
David Cusson is the current CEO of Dundee Securities.
Dundee Securities was founded in 1998 as a wealth management firm. Operations are centered on financial advisory and investment services for individual and institutional clients. Leadership is provided by CEO David Cusson. The company maintains an online presence via dundeesecurities.com. Focus remains on portfolio management and asset allocation strategies within the financial services sector.
Dundee Securities's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Dundee Securities has 1 investor. Key investors include Ventum Financial.