Wickham Investment Counsel

Hamilton, Canada Founded: 1999 • Age: 27 yrs Acquired By Wellington-Altus
Investment management firm providing customized financial planning and portfolio management services to individuals, families, charities, and corporations

About Wickham Investment Counsel

Wickham Investment Counsel is a company based in Hamilton (Canada) founded in 1999 was acquired by Wellington-Altus in August 2024.. Wickham Investment Counsel offers products and services including Customized Portfolios and Independent Research. Wickham Investment Counsel operates in a competitive market with competitors including Investec, S&P Global, Bank of America, State Street and FIS, among others.

  • Headquarter Hamilton, Canada
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wickham Investment Counsel Inc.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Wellington-Altus

    (Aug 08, 2024)

Upgrade to premium

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.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • 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 Wickham Investment Counsel

Wickham Investment Counsel offers a comprehensive portfolio of products and services, including Customized Portfolios and Independent Research. 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.

Primary

Tailored plans for optimal risk-adjusted returns through security selection.

Fundamental analysis to evaluate company strengths and market opportunities.

Funding Insights of Wickham Investment Counsel

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

Investors in Wickham Investment Counsel

Wickham Investment Counsel 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.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management services are provided by Wellington-Altus.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Wickham Investment Counsel

Investments
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 - Wickham Investment Counsel

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
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

Wickham Investment Counsel Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of Wickham Investment Counsel

Wickham Investment Counsel 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
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Insurance and asset management services are offered to diverse clients.
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.

Latest news on Wickham Investment Counsel

Frequently Asked Questions about Wickham Investment Counsel

When was Wickham Investment Counsel founded?

Wickham Investment Counsel was founded in 1999.

Where is Wickham Investment Counsel located?

Wickham Investment Counsel is headquartered in Hamilton, Canada. It is registered at Hamilton, Ontario, Canada.

What does Wickham Investment Counsel do?

Wickham Investment Counsel was established in 1999 as an independent firm in the investment management sector. Customized financial solutions, including portfolio management, are delivered to individuals, families, charities, and corporations. Operations are based in Hamilton, Canada, where experienced portfolio managers oversee activities. Emphasis is placed on client service and adherence to ethical standards in all practices.

Who are the top competitors of Wickham Investment Counsel?

Wickham Investment Counsel's top competitors include Investec, S&P Global and Bank of America.

What products or services does Wickham Investment Counsel offer?

Wickham Investment Counsel offers Customized Portfolios and Independent Research.

Who are Wickham Investment Counsel's investors?

Wickham Investment Counsel has 1 investor. Key investors include Wellington-Altus.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available