About T.E. Wealth
T.E. Wealth is a company based in Toronto (Canada) founded in 1972 was acquired by Canadian Western Bank in March 2020.. T.E. Wealth has completed 1 acquisition, including Doherty & Bryant. T.E. Wealth operates in a competitive market with competitors including Investec, S&P Global, Bank of America, State Street and FIS, among others.
- Headquarter Toronto, 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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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
- Investments & Acquisitions
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Acquired by
Canadian Western Bank
(Mar 01, 2020)
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Funding Insights of T.E. 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 |
Investors in T.E. Wealth
T.E. Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CW Bank. 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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Commercial bank
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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 T.E. Wealth
T.E. Wealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Doherty & Bryant. 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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Financial advisory services are provided by Doherty & Bryant.
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2009 |
| 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 - T.E. 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 |
T.E. Wealth Comparisons
Competitors of T.E. Wealth
T.E. 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, State Street and FIS, 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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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers 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 |
Insurance and asset management services are offered to diverse clients.
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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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Frequently Asked Questions about T.E. Wealth
When was T.E. Wealth founded?
T.E. Wealth was founded in 1972.
Where is T.E. Wealth located?
T.E. Wealth is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
What does T.E. Wealth do?
T.E. Wealth was established in 1972 in Toronto, Canada, within the financial services sector. Operations focus on delivering financial planning, educational resources, and investment management to clients. Services are tailored for individual and institutional needs, with a base in Toronto supporting regional activities. The company maintains an online presence through tewealth.com for client engagement and information dissemination.
Who are the top competitors of T.E. Wealth?
T.E. Wealth's top competitors include Investec, S&P Global and Bank of America.
How many acquisitions has T.E. Wealth made?
T.E. Wealth has made 1 acquisition, including Doherty & Bryant.
Who are T.E. Wealth's investors?
T.E. Wealth has 1 investor. Key investors include CW Bank.
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