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
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Wellington-Altus Financial Inc.
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Annual Revenue
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Net Profit
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EBITDA
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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
Employee Count
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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. 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.
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.
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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.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Series C — $29.5M
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First Round
First Round
(02 Nov 2021)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2023 | Amount | Series C - Wellington-Altus | Valuation |
investors |
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| Nov, 2021 | Amount | Series C - Wellington-Altus | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 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. 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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A diversified investment firm supporting wealth-building for various investors.
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Founded Year | Domain | Location | |
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A family office is operated for wealth management purposes.
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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 Wellington-Altus
Wellington-Altus has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include TriVest Wealth and Wickham Investment Counsel. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| 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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2009 | ||||
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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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1999 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Wellington-Altus
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Wellington-Altus Comparisons
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. 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 |
Wealth management services are provided to clients in Canada.
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| domain | founded_year | HQ Location |
Patented drug delivery technology is developed for bioactive molecules.
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| domain | founded_year | HQ Location |
Offers wealth management services and invests in growth-equity companies through funds.
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| domain | founded_year | HQ Location |
Wealth and investment management services are provided to clients.
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| domain | founded_year | HQ Location |
Investment bank and wealth management firm
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Latest news on Wellington-Altus
Frequently Asked Questions about Wellington-Altus
When was Wellington-Altus founded?
Wellington-Altus was founded in 2017 and raised its 1st funding round 4 years after it was founded.
Where is Wellington-Altus located?
Wellington-Altus is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.
Is Wellington-Altus a funded company?
Wellington-Altus is a funded company, having raised a total of $98.13M across 2 funding rounds to date. The company's 1st funding round was a Series C of $68.67M, raised on Nov 02, 2021.
What does Wellington-Altus do?
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.
Who are the top competitors of Wellington-Altus?
Wellington-Altus's top competitors include Lexaria Bioscience, IGM Financial and Hampton Securities.
What products or services does Wellington-Altus offer?
Wellington-Altus offers Traditional Brokerage, Advice-Based Platform, Advice + Managed Platform, and Platinum Private Portfolios.
How many acquisitions has Wellington-Altus made?
Wellington-Altus has made 2 acquisitions, including TriVest Wealth, and Wickham Investment Counsel.
Who are Wellington-Altus's investors?
Wellington-Altus has 2 investors. Key investors include The Cynosure Group, and JFII.