About Rothenberg
Rothenberg is a company based in Westmount (Canada) founded in 1986 was acquired by Harbourfront Wealth Management in October 2024.. Rothenberg offers products and services including Investment Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning. Rothenberg operates in a competitive market with competitors including Investec, S&P Global, Bank of America, FIS and State Street, among others.
- Headquarter Westmount, Canada
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Rothenberg Wealth Management Inc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Harbourfront Wealth Management
(Oct 18, 2024)
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Products & Services of Rothenberg
Rothenberg offers a comprehensive portfolio of products and services, including Investment Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance 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.
Helps achieve financial objectives through strategic investments.
Assists in planning for retirement with expert advice.
Optimizes tax strategies to retain earnings.
Ensures legacy and care for loved ones.
Provides protection against unexpected events.
Funding Insights of Rothenberg
| 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 |
Investors in Rothenberg
Rothenberg has secured backing from 1 investor. Prominent investors backing the company include Harbourfront Wealth Management. 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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Wealth management services are provided to clients in Canada.
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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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Venture capital is directed toward companies in multiple sectors.
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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 Rothenberg
| 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 - Rothenberg
| 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 |
Rothenberg Comparisons
Competitors of Rothenberg
Rothenberg 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.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| domain | founded_year | HQ Location |
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 Rothenberg
Frequently Asked Questions about Rothenberg
When was Rothenberg founded?
Rothenberg was founded in 1986.
Where is Rothenberg located?
Rothenberg is headquartered in Westmount, Canada. It is registered at Westmount, Quebec, Canada.
What does Rothenberg do?
Rothenberg Wealth Management was founded in 1986 in Westmount, Canada, and operates in the investment and wealth management sector. Access to financial products such as GICs, annuities, and insurance is offered to families, individuals, and affiliated organizations. Personalized advice and guidance are delivered by a team of experienced advisors. Offices are maintained across Canada to support client financial objectives.
Who are the top competitors of Rothenberg?
Rothenberg's top competitors include Investec, S&P Global and Bank of America.
What products or services does Rothenberg offer?
Rothenberg offers Investment Planning, Retirement Planning, Tax Planning, Estate Planning, and Insurance Planning.
Who are Rothenberg's investors?
Rothenberg has 1 investor. Key investors include Harbourfront Wealth Management.