Ventum Financial

Toronto, Canada
Wealth management, portfolio services, financial planning, and advisory are provided.
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About Ventum Financial

Ventum Financial is a company based in Toronto (Canada). It operates as a Professional Services, and Commission-Based. Ventum Financial has completed 1 acquisition, including Dundee Securities. Ventum Financial offers products and services including Wealth Management, Investment Banking, Institutional Sales & Trading, Commodities Futures, and Insurance Services. Ventum Financial operates in a competitive market with competitors including Investec, S&P Global, Bank of America, FIS and State Street, among others.

  • Headquarter Toronto, Canada
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Ventum Financial Corp.
Operational Areas
Financial Services → Capital Markets & Trading
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Ventum Financial

Ventum Financial offers a comprehensive portfolio of products and services, including Wealth Management, Investment Banking, Institutional Sales & Trading, Commodities Futures, and Insurance Services. 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.

Primary

Personalized wealth strategies are crafted for individual financial goals.

Advisory and banking services are provided to corporate clients.

Trading and advisory services are offered to institutional clients.

Futures trading services are managed for client investments.

Insurance solutions are provided through Ventum Insurance Services.

People of Ventum Financial
Headcount 200-500
Employee Profiles 22
Employee Profiles
People
P.eng. Ryan Mooney
Managing Director, Investment Banking (western Canada, Energy & Diversified Opportunities)
People
Csc® Divya Walia Cph®
Senior Operations Associate Electronic Trading
People
Philippe Castonguay
Directeur Général / Managing Director Investment Banking (québec)
People
Rhonda Davis
Senior Sales Associate

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Funding Insights of Ventum Financial

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Ventum Financial

Ventum Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Dundee Securities. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth management services are provided to clients by the firm.
1998
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Ventum Financial

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Ventum Financial Comparisons

Employees
+
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Competitors of Ventum Financial

Ventum Financial 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 Investec, S&P Global, Bank of America, FIS and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
Comprehensive banking and financial services are provided globally.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Ventum Financial

Frequently Asked Questions about Ventum Financial

Where is Ventum Financial located?

Ventum Financial is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

What does Ventum Financial do?

Ventum Financial Corp. is established as a leading independent investment dealer in Canada, offering personalized wealth management and capital markets services. Comprehensive solutions are provided through private client services, investment advisory, and insurance offerings. In the capital markets sector, expertise is delivered via investment banking, institutional sales, trading, and equity research for mid-market corporate clients. With 13 offices across Canada, a client base of over 75,000 worldwide is served with a focus on trust, transparency, and tailored financial strategies.

Who are the top competitors of Ventum Financial?

Ventum Financial's top competitors include Investec, S&P Global and Bank of America.

What products or services does Ventum Financial offer?

Ventum Financial offers Wealth Management, Investment Banking, Institutional Sales & Trading, Commodities Futures, and Insurance Services.

How many acquisitions has Ventum Financial made?

Ventum Financial has made 1 acquisition, including Dundee Securities.

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