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
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- Investors
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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.
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
Detailed funding history for TriVest Wealth
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Investors in TriVest Wealth
TriVest Wealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wellington-Altus.
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Wealth management services are provided by Wellington-Altus.
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Investor details for TriVest Wealth
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by TriVest Wealth
Investment portfolio details for TriVest Wealth
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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Financial Statements - TriVest Wealth
Detailed financials for TriVest Wealth
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Trivest Wealth Comparisons
Peer comparison for TriVest Wealth
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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.
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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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Financial services are provided to asset managers worldwide.
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Software suites for banks and financial institutions are provided.
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Insurance and asset management services are offered to diverse clients.
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Detailed competitors of TriVest Wealth
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Latest news on Trivest Wealth
Complete news archive for TriVest Wealth
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Frequently Asked Questions about TriVest Wealth
TriVest Wealth was founded in 2009.
TriVest Wealth is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
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.
TriVest Wealth's top competitors include Investec, S&P Global and Bank of America.
TriVest Wealth offers Wealth Management Service and Risk-Managed Investing.
TriVest Wealth has 1 investor. Key investors include Wellington-Altus.