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
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Sectors
Financial Services
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Phone
*********
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Website
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Social
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- Legal Name Wisdomtree Asset Management Canada, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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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. 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.
ETFs providing exposure to equity markets for dividend growth
ETFs focused on yield-enhanced bond investments
ETFs targeting international and emerging market equities
Funding Insights of WisdomTree
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 WisdomTree
WisdomTree has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial. 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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Wealth management and asset management advisory services are provided.
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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 WisdomTree
| 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 |
Financial Statements - WisdomTree
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Wisdomtree Comparisons
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. 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 |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Wind energy-based financial services are provided by Plan A Capital.
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| domain | founded_year | HQ Location |
Provider of financial advisory services
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| domain | founded_year | HQ Location |
Provides financial management, investment, retirement, tax, and estate planning services.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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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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 Wisdomtree
Frequently Asked Questions about WisdomTree
When was WisdomTree founded?
WisdomTree was founded in 2020.
Where is WisdomTree located?
WisdomTree is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
What does WisdomTree do?
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.
Who are the top competitors of WisdomTree?
WisdomTree's top competitors include Couche-Tard, Power Corporation of Canada and Senvest Capital.
What products or services does WisdomTree offer?
WisdomTree offers Equity ETFs, Fixed Income ETFs, and Global Equity ETF.
Who are WisdomTree's investors?
WisdomTree has 1 investor. Key investors include CI Financial.
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