About TriVest Wealth
TriVest Wealth is a company based in Calgary (Canada) founded in 2009 was acquired by Wellington-Altus in December 2019.. TriVest Wealth offers products and services including Wealth Management Service and Risk-Managed Investing. TriVest Wealth operates in a competitive market with competitors including Investec, S&P Global, Bank of America, State Street and FIS, among others.
- Headquarter Calgary, 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 Wellington-Altus Private Counsel 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
Wellington-Altus
(Dec 11, 2019)
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Products & Services of TriVest Wealth
TriVest Wealth offers a comprehensive portfolio of products and services, including Wealth Management Service and Risk-Managed Investing. 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.
Custom-built portfolios for high-net-worth clients to minimize risk.
Strategies using ETFs and funds for downside protection in volatile markets.
Funding Insights of TriVest 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 TriVest Wealth
TriVest Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wellington-Altus. 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 by Wellington-Altus.
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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 TriVest Wealth
| 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 - TriVest 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 |
Trivest Wealth Comparisons
Competitors of TriVest Wealth
TriVest 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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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 TriVest Wealth
When was TriVest Wealth founded?
TriVest Wealth was founded in 2009.
Where is TriVest Wealth located?
TriVest Wealth is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
What does TriVest Wealth do?
TriVest Wealth was established in 2009 and is headquartered in Calgary, Canada. Operations focus on the financial services sector, where wealth management and portfolio oversight are handled for clients. Investment advisory services are also extended to support decision-making in asset allocation and financial planning. The company maintains a domain at trivestwealth.com for its online presence, serving individuals and entities in the region.
Who are the top competitors of TriVest Wealth?
TriVest Wealth's top competitors include Investec, S&P Global and Bank of America.
What products or services does TriVest Wealth offer?
TriVest Wealth offers Wealth Management Service and Risk-Managed Investing.
Who are TriVest Wealth's investors?
TriVest Wealth has 1 investor. Key investors include Wellington-Altus.