The Index House

Edmonton, Canada Founded: 2012 • Age: 14 yrs
Portfolio management firm providing diversified investments and fiduciary advice to clients.
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About The Index House

The Index House is a company based in Edmonton (Canada) founded in 2012. It operates as a B2C, and B2B. The Index House offers products and services including Portfolio Management, ETF Advice, and Book Offer. The Index House operates in a competitive market with competitors including SPDG Ventures, Lysander Funds, Addenda Capital, RAIN Source and Beacon Endowment Solutions, among others.

  • Headquarter Edmonton, Canada
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Polaris Financial Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of The Index House

The Index House offers a comprehensive portfolio of products and services, including Portfolio Management, ETF Advice, and Book Offer. 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.

Primary

Service for building and managing diversified investment portfolios.

Guidance on exchange-traded funds to avoid common investing risks.

Free book providing insights into portfolio management strategies.

Funding Insights of The Index House

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by The Index House

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - The Index House

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

The Index House Comparisons

Employees
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Competitors of The Index House

The Index House 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 SPDG Ventures, Lysander Funds, Addenda Capital, RAIN Source and Beacon Endowment Solutions, 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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Operates as a diversified portfolio management firm for clients.
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Provides investment management services focusing on sustainable and impact solutions.
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Assists in forming and managing angel investment funds for early-stage companies.
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Provides investment management and donor engagement for Canadian charities' endowments.
domain founded_year HQ Location
Offers custom investment portfolios and income strategies for individual clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on The Index House

Frequently Asked Questions about The Index House

When was The Index House founded?

The Index House was founded in 2012.

Where is The Index House located?

The Index House is headquartered in Edmonton, Canada. It is registered at Edmonton, Alberta, Canada.

What does The Index House do?

The Index House is a private counsel firm that builds and manages diversified investment portfolios to maximize returns and reduce risk through an indexing approach. They act as fiduciaries, prioritizing client interests in services like ETF advice and estate planning. Based in Edmonton, Alberta, Canada, and operating in British Columbia, they serve individual investors seeking modern alternatives to traditional financial services.

Who are the top competitors of The Index House?

The Index House's top competitors include Lysander Funds, SPDG Ventures and Addenda Capital.

What products or services does The Index House offer?

The Index House offers Portfolio Management, ETF Advice, and Book Offer.

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