About Financial for professionals
Financial for professionals is a company based in Montreal (Canada) founded in 1978. It operates as a B2B, and Professional Services. Financial for professionals offers products and services including Financial Planning, Investment Solutions, and Tax and Succession Planning. Financial for professionals operates in a competitive market with competitors including Steadyhand, SecondaryLink and Superalts, among others.
- Headquarter Montreal, Canada
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Financière Des Professionnels – Fonds D’Investissement Inc.
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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
Employee Count
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Products & Services of Financial for professionals
Financial for professionals offers a comprehensive portfolio of products and services, including Financial Planning, Investment Solutions, and Tax and Succession Planning. 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.
Delivers customized plans for wealth building and management
Provides portfolios for investment growth and risk mitigation
Offers strategies for tax optimization and estate planning
Funding Insights of Financial for professionals
| 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 Financial for professionals
| 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 - Financial for professionals
| 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 |
Financial For Professionals Comparisons
Competitors of Financial for professionals
Financial for professionals 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 Steadyhand, SecondaryLink and Superalts, 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 |
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| domain | founded_year | HQ Location |
Customized portfolios are offered through equity and fixed income funds.
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| domain | founded_year | HQ Location |
Offers a platform for institutions to collaborate on private fund diligence and secondaries.
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| domain | founded_year | HQ Location |
Platform connecting investors and capital allocators to private alternative investment opportunities.
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| 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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Latest news on Financial For Professionals
Frequently Asked Questions about Financial for professionals
When was Financial for professionals founded?
Financial for professionals was founded in 1978.
Where is Financial for professionals located?
Financial for professionals is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
What does Financial for professionals do?
Financière des professionnels delivers personalized financial planning, investment solutions, and wealth management services primarily for medical professionals, dentists, notaries, architects, and pharmacists. Based in Canada, they use expert strategies to guide clients through building wealth, tax planning, retirement, and risk management. Their approach focuses on long-term goals with flexible, industry-standard practices established since 1978.
Who are the top competitors of Financial for professionals?
Financial for professionals's top competitors include Steadyhand, SecondaryLink and Superalts.
What products or services does Financial for professionals offer?
Financial for professionals offers Financial Planning, Investment Solutions, and Tax and Succession Planning.
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