About WealthSmart
WealthSmart is a company based in Richmond (Canada) founded in 1997. It operates as a B2C, and B2B. WealthSmart offers products and services including Wealth Builder Score, Financial Calculators, and WealthSmarts Podcast. WealthSmart operates in a competitive market with competitors including Power Corporation of Canada, Senvest Capital, The Bowra Group, Couche-Tard and Plan A Capital, among others.
- Headquarter Richmond, Canada
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of WealthSmart
WealthSmart offers a comprehensive portfolio of products and services, including Wealth Builder Score, Financial Calculators, and WealthSmarts Podcast. 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.
Evaluates personal wealth building progress and provides actionable steps.
Assists in managing cash flow and investment strategies effectively.
Offers insights on financial topics and wealth building techniques.
Funding Insights of WealthSmart
| 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 WealthSmart
| 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 - WealthSmart
| 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 |
Wealthsmart Comparisons
Competitors of WealthSmart
WealthSmart 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 Power Corporation of Canada, Senvest Capital, The Bowra Group, Couche-Tard and Plan A Capital, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Investments are held in financial services and renewable energy sectors.
|
|
| domain | founded_year | HQ Location |
Multiple sectors are invested in by this private equity firm.
|
|
| domain | founded_year | HQ Location |
Provider of financial advisory services
|
|
| domain | founded_year | HQ Location |
A retail chain of convenience stores is operated globally.
|
|
| domain | founded_year | HQ Location |
Wind energy-based financial services are provided by Plan A Capital.
|
| 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.
|
Frequently Asked Questions about WealthSmart
When was WealthSmart founded?
WealthSmart was founded in 1997.
Where is WealthSmart located?
WealthSmart is headquartered in Richmond, Canada. It is registered at Richmond, British Columbia, Canada.
What does WealthSmart do?
WealthSmart is a financial advisory firm based in Richmond, Canada, specializing in comprehensive wealth management. They assist individuals and business owners with optimizing cash flow, managing risks, creating tailored investment strategies, planning for retirement, minimizing taxes, and ensuring smooth estate transfers. Services include tools like the Wealth Builder Score and collaborations with other professionals to build and secure financial futures.
Who are the top competitors of WealthSmart?
WealthSmart's top competitors include Couche-Tard, Power Corporation of Canada and Senvest Capital.
What products or services does WealthSmart offer?
WealthSmart offers Wealth Builder Score, Financial Calculators, and WealthSmarts Podcast.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.