About Harbourfront Wealth Management
Harbourfront Wealth Management is a company based in Vancouver (Canada) founded in 2013.. Harbourfront Wealth Management has raised $310.92 million across 1 funding round from investors including Audax Private Equity. Harbourfront Wealth Management has completed 3 acquisitions, including Cornerstone Fiduciary Wealth, KJ Harrison and Rothenberg. Harbourfront Wealth Management offers products and services including Wealth Advisory Process, Investment Philosophy, and Specialized Wealth Strategies. Harbourfront Wealth Management operates in a competitive market with competitors including Wellington-Altus, Lexaria Bioscience, Nicola Wealth, IGM Financial and Hampton Securities, among others.
- Headquarter Vancouver, Canada
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Sectors
Financial Services
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Email
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Phone
*********
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Website
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Social
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- Legal Name Harbourfront Wealth Management Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$310.92 M (USD)
in 1 rounds
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Latest Funding Round
$310.92 M (USD), Private Equity Round
Jun 14, 2022
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Cornerstone Fiduciary Wealth
& 2 more
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Products & Services of Harbourfront Wealth Management
Harbourfront Wealth Management offers a comprehensive portfolio of products and services, including Wealth Advisory Process, Investment Philosophy, and Specialized Wealth Strategies. 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.
Provides holistic wealth strategies for financial planning and management.
Offers approaches to private securities and portfolio construction.
Delivers tax and trust solutions for client goals.
Unlock access to complete
Funding Insights of Harbourfront Wealth Management
Harbourfront Wealth Management has successfully raised a total of $310.92M through 1 strategic funding round. The most recent funding activity was a Private Equity Round round of $310.92 million completed in June 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Private Equity Round — $310.9M
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First Round
First Round
(14 Jun 2022)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2022 | Amount | Private Equity Round - Harbourfront Wealth Management | Valuation |
investors |
| 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 |
Investors in Harbourfront Wealth Management
Harbourfront Wealth Management has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Audax Private Equity. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private equity investments in middle market companies across North America.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Harbourfront Wealth Management
Harbourfront Wealth Management has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Cornerstone Fiduciary Wealth, KJ Harrison and Rothenberg. 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.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Cornerstone Fiduciary Wealth is focused on providing cost-effective investment strategies and wealth management solutions across Canada.
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2003 | ||||
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Investment management and advisory services are provided to clients.
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2001 | ||||
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Provider of investment & wealth management solutions to families, individuals, and businesses
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1986 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Harbourfront Wealth Management
| 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 |
Harbourfront Wealth Management Comparisons
Competitors of Harbourfront Wealth Management
Harbourfront Wealth Management 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 Wellington-Altus, Lexaria Bioscience, Nicola Wealth, IGM Financial and Hampton Securities, 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 |
Wealth management services are provided by Wellington-Altus.
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| domain | founded_year | HQ Location |
Patented drug delivery technology is developed for bioactive molecules.
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| domain | founded_year | HQ Location |
Offers wealth management services and invests in growth-equity companies through funds.
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| domain | founded_year | HQ Location |
Wealth and investment management services are provided to clients.
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| domain | founded_year | HQ Location |
Investment bank and wealth management firm
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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 Harbourfront Wealth Management
Frequently Asked Questions about Harbourfront Wealth Management
When was Harbourfront Wealth Management founded?
Harbourfront Wealth Management was founded in 2013 and raised its 1st funding round 9 years after it was founded.
Where is Harbourfront Wealth Management located?
Harbourfront Wealth Management is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
Who is the current CEO of Harbourfront Wealth Management?
Danny Popescu is the current CEO of Harbourfront Wealth Management.
Is Harbourfront Wealth Management a funded company?
Harbourfront Wealth Management is a funded company, having raised a total of $310.92M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $310.92M, raised on Jun 14, 2022.
What does Harbourfront Wealth Management do?
Harbourfront Wealth Management was founded in 2013 and is based in Vancouver, Canada. Operations focus on the financial services sector, where personalized wealth management solutions are delivered. Services include investment advisory, portfolio management, and financial planning for high-net-worth individuals and families. The firm operates primarily in the Canadian market, with oversight from CEO Danny Popescu. Domain access is available via harbourfrontwealth.com for client inquiries.
Who are the top competitors of Harbourfront Wealth Management?
Harbourfront Wealth Management's top competitors include Lexaria Bioscience, Wellington-Altus and IGM Financial.
What products or services does Harbourfront Wealth Management offer?
Harbourfront Wealth Management offers Wealth Advisory Process, Investment Philosophy, and Specialized Wealth Strategies.
How many acquisitions has Harbourfront Wealth Management made?
Harbourfront Wealth Management has made 3 acquisitions, including Cornerstone Fiduciary Wealth, KJ Harrison, and Rothenberg.
Who are Harbourfront Wealth Management's investors?
Harbourfront Wealth Management has 1 investor. Key investors include Audax Private Equity.
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