WisdomTree

Toronto, Canada Founded: 2020 • Age: 6 yrs Acquired By CI Financial
Financial advisory, fund, and asset management services are provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 7 Brand Intelligence

About WisdomTree

WisdomTree is a company based in Toronto (Canada) founded in 2020 was acquired by CI Financial in November 2019. WisdomTree offers products and services including Equity ETFs, Fixed Income ETFs, and Global Equity ETF. WisdomTree operates in a competitive market with competitors including Power Corporation of Canada, Senvest Capital, Couche-Tard, Plan A Capital and The Bowra Group, among others.

  • Headquarter Toronto, Canada
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
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  • Social
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  • Legal Name Wisdomtree Asset Management Canada, Inc.
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    CI Financial

    (Nov 07, 2019)

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Products & Services of WisdomTree

WisdomTree offers a comprehensive portfolio of products and services, including Equity ETFs, Fixed Income ETFs, and Global Equity ETF.

Product name locked
Category locked
Primary

ETFs providing exposure to equity markets for dividend growth

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ETFs focused on yield-enhanced bond investments

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ETFs targeting international and emerging market equities

Funding Insights of WisdomTree

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Detailed funding history for WisdomTree

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
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  • Valuation history

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Investors in WisdomTree

WisdomTree has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management and asset management advisory services are provided.
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Investor details for WisdomTree

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by WisdomTree

Investments
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Investment portfolio details for WisdomTree

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - WisdomTree

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Detailed financials for WisdomTree

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Wisdomtree Comparisons

WisdomTree Primary company
Description
Financial advisory, fund, and asset management services are ...
Location
Toronto, Canada
Founded Year
2020
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for WisdomTree

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of WisdomTree

WisdomTree 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, Couche-Tard, Plan A Capital and The Bowra Group, among others.

Company Name Domain Founded year HQ Location Description
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Investments are held in financial services and renewable energy sectors.
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Multiple sectors are invested in by this private equity firm.
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A retail chain of convenience stores is operated globally.
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Wind energy-based financial services are provided by Plan A Capital.
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Provider of financial advisory services
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Provides financial management, investment, retirement, tax, and estate planning services.
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Detailed competitors of WisdomTree

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  • Domains and locations
  • Full company profiles
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Verified entity values are shown only after access is granted.

Latest news on Wisdomtree

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Complete news archive for WisdomTree

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about WisdomTree

WisdomTree was founded in 2020.

WisdomTree is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

WisdomTree was established in 2020 and is based in Toronto, Canada. Operations focus on the financial services sector, where advisory support is extended to clients alongside fund and asset management. These services are delivered through the domain wisdomtree.ca, targeting investors in the region. The company maintains a presence in asset allocation and portfolio strategies, adhering to standard regulatory frameworks in Canada.

WisdomTree's top competitors include Couche-Tard, Power Corporation of Canada and Senvest Capital.

WisdomTree offers Equity ETFs, Fixed Income ETFs, and Global Equity ETF.

WisdomTree has 1 investor. Key investors include CI Financial.

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