Wyth Financial

Saskatoon, Canada Founded: 2019 • Age: 7 yrs Acquired By Equitable Bank
Wyth Financial, a trade name of Concentra Bank, is operated as a provider of financial savings and investment products in Canada.
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About Wyth Financial

Wyth Financial is a company based in Saskatoon (Canada) founded in 2019 was acquired by Equitable Bank in February 2022. It operates as a Subscription Services, and Direct-to-Consumer (D2C). Wyth Financial offers products and services including Registered Disability Savings Plan (RDSP), Registered Education Savings Plan (RESP), Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), and Guaranteed Investment Certificate (GIC).

  • Headquarter Saskatoon, Canada
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Concentra Bank
Operational Areas
Financial Services → FinTech & Digital Finance
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Equitable Bank

    (Feb 07, 2022)

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Products & Services of Wyth Financial

Wyth Financial offers a comprehensive portfolio of products and services, including Registered Disability Savings Plan (RDSP), Registered Education Savings Plan (RESP), Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), and Guaranteed Investment Certificate (GIC). 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

Savings plan for individuals with disabilities is offered.

Tax-free savings for education are provided to students.

Tax-free savings growth is facilitated for account holders.

Retirement savings with tax benefits are made available.

Secure investment options with fixed returns are provided.

Funding Insights of Wyth Financial

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

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Investors in Wyth Financial

Wyth Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Equitable Bank. 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
Commercial banking services are provided throughout Canada.
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 Wyth Financial

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 - Wyth Financial

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

Wyth Financial Comparisons

Employees
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Competitors of Wyth Financial

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 Wyth Financial

Frequently Asked Questions about Wyth Financial

When was Wyth Financial founded?

Wyth Financial was founded in 2019.

Where is Wyth Financial located?

Wyth Financial is headquartered in Saskatoon, Canada. It is registered at Saskatoon, Saskatchewan, Canada.

What does Wyth Financial do?

Wyth Financial, operating under Concentra Bank, is managed as a financial institution offering a range of savings and investment products in Canada. Various registered plans such as RDSP, RESP, TFSA, RRSP, and GICs are provided to support individuals in achieving financial security. Services are extended to credit unions, commercial clients, and individual customers through both digital and traditional channels. The company is integrated with Equitable Bank, which enhances its digital banking capabilities via the EQ Bank platform. Operations are focused on delivering accessible financial solutions across diverse sectors including disability savings, education, and retirement planning.

What products or services does Wyth Financial offer?

Wyth Financial offers Registered Disability Savings Plan (RDSP), Registered Education Savings Plan (RESP), Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), and Guaranteed Investment Certificate (GIC).

Who are Wyth Financial's investors?

Wyth Financial has 1 investor. Key investors include Equitable Bank.

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