About Integrated Wealth Management
Integrated Wealth Management is a company based in Canada. It operates as a B2C. Integrated Wealth Management offers products and services including Wealth Planning, Investment Management, and Webinars and Education. Integrated Wealth Management operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Canada
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Business Services
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Products & Services of Integrated Wealth Management
Integrated Wealth Management offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, and Webinars and Education. 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.
Comprehensive process for aligning investments with personal goals
Proactive strategies to protect and grow client wealth
Informational sessions on markets and financial planning
Funding Insights of Integrated Wealth Management
| 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 |
Investments & Acquisitions by Integrated Wealth Management
| 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 - Integrated Wealth Management
| 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 |
Integrated Wealth Management Comparisons
Competitors of Integrated Wealth Management
Integrated 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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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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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Integrated Wealth Management
Frequently Asked Questions about Integrated Wealth Management
Where is Integrated Wealth Management located?
Integrated Wealth Management is headquartered in Canada.
What does Integrated Wealth Management do?
Integrated Wealth Management is a financial advisory firm based in Calgary, Alberta, Canada, specializing in proactive investment management and wealth planning. They help clients protect and grow their wealth through personalized strategies, webinars, and estate planning services. The firm focuses on aligning investments with life goals, serving individuals across Canada by providing market insights and legacy-building support.
Who are the top competitors of Integrated Wealth Management?
Integrated Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Integrated Wealth Management offer?
Integrated Wealth Management offers Wealth Planning, Investment Management, and Webinars and Education.