About Wellington-Altus
Wellington-Altus is a company based in Vancouver (Canada) founded in 2017. Wellington-Altus has raised $98.13 million across 2 funding rounds from investors including The Cynosure Group and JFII. Wellington-Altus has completed 2 acquisitions, including TriVest Wealth and Wickham Investment Counsel. Wellington-Altus offers products and services including Traditional Brokerage, Advice-Based Platform, Advice + Managed Platform, and Platinum Private Portfolios. Wellington-Altus operates in a competitive market with competitors including Harbourfront Wealth Management, Lexaria Bioscience, Nicola Wealth, IGM Financial and Hampton Securities, among others.
- Headquarter Vancouver, Canada
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Sectors
Financial Services
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
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- Legal Name Wellington-Altus Financial Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$98.13 M (USD)
in 2 rounds
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Latest Funding Round
$29.46 M (USD), Series C
Dec 07, 2023
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Investors
The Cynosure Group
& 1 more
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Employee Count
Not available
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Investments & Acquisitions
TriVest Wealth
& 1 more
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Products & Services of Wellington-Altus
Wellington-Altus offers a comprehensive portfolio of products and services, including Traditional Brokerage, Advice-Based Platform, Advice + Managed Platform, and Platinum Private Portfolios.
Commission-based option for stock and bond investments.
Fee-based service for managing client portfolios.
Combined advice and discretionary management for clients.
Diversified managed accounts with global investments.
People of Wellington-Altus
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Funding Insights of Wellington-Altus
Wellington-Altus has successfully raised a total of $98.13M across 2 strategic funding rounds. The most recent funding activity was a Series C round of $29.46 million completed in December 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Wellington-Altus
Wellington-Altus has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include The Cynosure Group and JFII.
| Investor | Description | Founded Year | Domain | Location |
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A diversified investment firm supporting wealth-building for various investors.
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Locked | Locked | Locked | |
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A family office is operated for wealth management purposes.
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Locked | Locked | Locked |
Investor details for Wellington-Altus
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Investments & Acquisitions by Wellington-Altus
Wellington-Altus has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include TriVest Wealth and Wickham Investment Counsel.
Investment portfolio details for Wellington-Altus
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- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth and portfolio management services are provided with investment advisory.
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Locked | Locked | 2009 | Locked | |
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Investment management firm providing customized financial planning and portfolio management services to individuals, families, charities, and corporations
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Locked | Locked | 1999 | Locked |
Complete acquisition details for Wellington-Altus
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Financial Statements - Wellington-Altus
Detailed financials for Wellington-Altus
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Wellington-Altus Comparisons
Peer comparison for Wellington-Altus
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Competitors of Wellington-Altus
Wellington-Altus 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 Harbourfront Wealth Management, Lexaria Bioscience, Nicola Wealth, IGM Financial and Hampton Securities, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management services are provided to clients in Canada.
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Patented drug delivery technology is developed for bioactive molecules.
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| Locked | Locked | Locked |
Offers wealth management services and invests in growth-equity companies through funds.
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| Locked | Locked | Locked |
Wealth and investment management services are provided to clients.
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| Locked | Locked | Locked |
Investment bank and wealth management firm
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Detailed competitors of Wellington-Altus
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Verified entity values are shown only after access is granted.
Latest news on Wellington-Altus
Complete news archive for Wellington-Altus
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- Brand-specific news history
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Frequently Asked Questions about Wellington-Altus
Wellington-Altus was founded in 2017 and raised its 1st funding round 4 years after it was founded.
Wellington-Altus is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
Wellington-Altus is a funded company, having raised a total of $98.13M across 2 funding rounds to date.
Wellington-Altus was founded in 2017 in Vancouver, Canada, within the financial services sector. Wealth management services are delivered to clients through advisory and investment support. Operations are centered in Canada, with a focus on personalized financial strategies. The companys domain, wellington-altus.ca, facilitates digital access to these offerings. Geographic emphasis remains on Canadian markets for asset management and planning.
Wellington-Altus's top competitors include Lexaria Bioscience, IGM Financial and Hampton Securities.
Wellington-Altus offers Traditional Brokerage, Advice-Based Platform, Advice + Managed Platform, and Platinum Private Portfolios.
Wellington-Altus has made 2 acquisitions, including TriVest Wealth, and Wickham Investment Counsel.
Wellington-Altus has 2 investors. Key investors include The Cynosure Group, and JFII.