Ventum Financial

Toronto, Canada
Wealth management, portfolio services, financial planning, and advisory are provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 5 Services tracked
Competitors 10 Brand Intelligence

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
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  • Website
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  • Social
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  • Legal Name Ventum Financial Corp.
Operational Areas
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
    Not available
  • Investors
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  • Employee Count
    Not available
  • 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.

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Primary

Personalized wealth strategies are crafted for individual financial goals.

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Advisory and banking services are provided to corporate clients.

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Trading and advisory services are offered to institutional clients.

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Futures trading services are managed for client investments.

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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

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Detailed funding history for Ventum Financial

Round names, dates, amounts, investors, and valuation history require an active premium plan.

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  • Funding amounts
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  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Ventum Financial

Ventum Financial has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Dundee Securities.

Investments
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Investment portfolio details for Ventum Financial

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  • Portfolio identities
  • Transaction dates
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Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth management services are provided to clients by the firm.
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Complete acquisition details for Ventum Financial

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Financial Statements - Ventum Financial

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Detailed financials for Ventum Financial

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Ventum Financial Comparisons

Ventum Financial Primary company
Description
Wealth management, portfolio services, financial planning, a...
Location
Toronto, Canada
Founded Year
-
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Ventum Financial

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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.

Company Name Domain Founded year HQ Location Description
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Global banking, investment, and wealth management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Software suites for banks and financial institutions are provided.
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Financial services are provided to asset managers worldwide.
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Comprehensive banking and financial services are provided globally.
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Detailed competitors of Ventum Financial

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Latest news on Ventum Financial

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Complete news archive for Ventum Financial

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Frequently Asked Questions about Ventum Financial

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

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.

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

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

Ventum Financial has made 1 acquisition, including Dundee Securities.

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