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
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Sectors
Financial ServicesTechnology
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Phone
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Website
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Social
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- Legal Name Ia Private Wealth Inc
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Annual Revenue
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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. 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.
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.
Funding Insights of iA Private Wealth
| 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 iA Private Wealth
| 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 - iA Private Wealth
| 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 |
Ia Private Wealth Comparisons
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. 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.
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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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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ia Private Wealth
Frequently Asked Questions about iA Private Wealth
When was iA Private Wealth founded?
iA Private Wealth was founded in 2002.
Where is iA Private Wealth located?
iA Private Wealth is headquartered in Montreal, Canada. It is registered at Montreal, Quebec, Canada.
What does iA Private Wealth do?
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.
Who are the top competitors of iA Private Wealth?
iA Private Wealth's top competitors include Investec, S&P Global and Bank of America.
What products or services does iA Private Wealth offer?
iA Private Wealth offers Wealth Management Services, Tax Planning Tools, and Education Planning.
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