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
- SectorsFinancial Services
- Website fprofessionnels.com
- Social LinkedIn Facebook
- Legal Name Financière Des Professionnels – Fonds D’Investissement Inc.
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.
Delivers customized plans for wealth building and management
Provides portfolios for investment growth and risk mitigation
Offers strategies for tax optimization and estate planning
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| steadyhand.com | 2006 | Vancouver, Canada | – | – | Customized portfolios are offered through equity and fixed income funds. | |
| secondarylink.com | 2013 | Toronto, Canada | – | – | Offers a platform for institutions to collaborate on private fund diligence and secondaries. | |
| superalts.ca | 2024 | Vancouver, Canada | – | – | Platform connecting investors and capital allocators to private alternative investment opportunities. |
Detailed competitors of Financial for professionals
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Web traffic of Financial for professionals
The website of Financial for professionals (fprofessionnels.com) receives about 14.3K visits a month.
- Monthly visits14.3K
▼ 19.5% vs previous month
Latest news on Financial For Professionals
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Similar companies to Financial for professionals
10 companies that operate in the same segment as Financial for professionals (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Financial for professionals
Financial for professionals was founded in 1978.
Financial for professionals is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
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.
Financial for professionals's top competitors include Steadyhand, SecondaryLink and Superalts.
Financial for professionals offers Financial Planning, Investment Solutions, and Tax and Succession Planning.
Financial for professionals operates through Financière Des Professionnels – Fonds D’Investissement Inc..