T.E. Wealth

Toronto, Canada Founded: 1972 • Age: 54 yrs Acquired By Canadian Western Bank
Financial planning, education, and investment management services are provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

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
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
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Funding Insights of T.E. Wealth

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Detailed funding history for T.E. Wealth

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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.

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Institutional
Investor Description Founded Year Domain Location
Commercial bank
Locked Locked Locked
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Investor details for T.E. Wealth

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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.

Investments
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Investment portfolio details for T.E. Wealth

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial advisory services are provided by Doherty & Bryant.
Locked Locked 2009 Locked
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Complete acquisition details for T.E. Wealth

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Financial Statements - T.E. Wealth

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Detailed financials for T.E. Wealth

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T.E. Wealth Comparisons

T.E. Wealth Primary company
Description
Financial planning, education, and investment management ser...
Location
Toronto, Canada
Founded Year
1972
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for T.E. Wealth

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Global banking, investment, and wealth management services are offered worldwide.
Locked Locked Locked
Platform offering business intelligence solutions that combine data and actionable analytics for clients
Locked Locked Locked
Commercial banking and asset management services are offered worldwide.
Locked Locked Locked
Financial services are provided to asset managers worldwide.
Locked Locked Locked
Software suites for banks and financial institutions are provided.
Locked Locked Locked
Insurance and asset management services are offered to diverse clients.
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Detailed competitors of T.E. Wealth

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Verified entity values are shown only after access is granted.

Latest news on T.E. Wealth

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Complete news archive for T.E. Wealth

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Frequently Asked Questions about T.E. Wealth

T.E. Wealth was founded in 1972.

T.E. Wealth is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

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.

T.E. Wealth's top competitors include Investec, S&P Global and Bank of America.

T.E. Wealth has made 1 acquisition, including Doherty & Bryant.

T.E. Wealth has 1 investor. Key investors include CW Bank.

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