About iA Private Wealth
iA Private Wealth is a company based in Montreal (Canada) founded in 2002. It operates as a B2C and Advisory Services. iA Private Wealth offers products and services including Wealth Management Services, Tax Planning Tools, and Education Planning. iA Private Wealth operates in a competitive market with competitors including Investec, S&P Global, Bank of America, FIS and State Street, among others.
- Headquarter Montreal, Canada
- SectorsFinancial ServicesTechnology
- Phone•••• ••••
- Website iaprivatewealth.ca
- Social LinkedIn X Facebook
- Legal Name Ia Private Wealth Inc
Products & Services of iA Private Wealth
iA Private Wealth offers a comprehensive portfolio of products and services, including Wealth Management Services, Tax Planning Tools, and Education Planning.
Offers personalized plans for investing, saving, and tax management.
Provides strategies for efficient tax filing and deductions.
Assists with funding options like RESPs for education goals.
Apps and channels of iA Private Wealth
iA Private Wealth publishes 2 mobile apps with over 5K+ downloads.
Competitors of iA Private Wealth
iA Private Wealth 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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| rbc.com | 1864 | Toronto, Canada | – | 500 | Comprehensive banking and financial services are provided globally. | |
| sunlife.com | 1865 | Toronto, Canada | – | 32,002 | Insurance and asset management services are offered to diverse clients. | |
| fairfax.ca | 1985 | Toronto, Canada | – | 38,040 | Property & casualty insurance company | |
| cifinancial.com | 1965 | Toronto, Canada | – | 335 | Wealth management and asset management advisory services are provided. | |
| eatonvance.com | 1924 | Boston, United States | – | – | Platform offering mutual funds and investment management solutions |
Detailed competitors of iA Private Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of iA Private Wealth
Websites that share an audience with iA Private Wealth (iaprivatewealth.ca).
Websites whose visitors overlap most with iA Private Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| iawealth.ca | 100% | 3.9K | – | View details |
Latest news on Ia Private Wealth
Complete news archive for iA Private Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to iA Private Wealth
10 companies that operate in the same segment as iA Private Wealth (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 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 banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about iA Private Wealth
iA Private Wealth was founded in 2002.
iA Private Wealth is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
iA Private Wealth Inc. delivers personalized wealth management services, focusing on investing, saving, borrowing, education planning, tax optimization, risk management, and estate planning. Based in Canada, it serves individual investors through dedicated advisors who emphasize unbiased advice and long-term strategies. The firm operates via a network of offices, including Montreal, to support clients financial goals with holistic, transparent approaches.
iA Private Wealth's top competitors include Investec, S&P Global and Bank of America.
iA Private Wealth offers Wealth Management Services, Tax Planning Tools, and Education Planning.
iA Private Wealth operates through Ia Private Wealth Inc.
Yes. iA Private Wealth publishes iA Private Wealth and 1 more app, with over 5,000 downloads.