Assante Connect
Finance · 11-50 Employees
View Company Info for Free
Overview
Phone Number
(888) 922-7366Website
www.assanteconnect.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Assante Connect
Assante Connect is an online investing platform that combines experienced portfolio managers with digital advice services, aiming to provide simple and accessible investment solutions. The platform offers personalized portfolio recommendations based on clients' financial goals, with transparent pricing and 24/7 online access to investments. Exclusively available to clients referred from Assante Wealth Management, it ensures a secure and private experience for users. Assante Connect is a division of WealthBar Financial Services Inc., part of CI Financial Corp, which offers comprehensive asset and wealth management services across Canada.Explore more
Popular SearchesAssante ConnectAssanteconnectSIC Code 62,628NAICS Code 52,523Show more
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Assante Connect your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Funding: Get notified immidiatlly once Assante Connect has new funding data
Website visits: Recent activity has been detected on your website
Assante Connect, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if Assante Connect had a recent Job posting/layoffs
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Assante Connect launches new products
Check out if Assante Connect is spiking on competitors!
Congratulate Masked Content for being promoted to Masked Content at Assante Connect
Earning: See what the market has to say on Assante Connect recently announced quarterly report
Check if Assante Connect has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Assante Connect
Compare insights from companies similar to Assante Connect, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Assante Connect
<$5M
11-50
Private
-
-
N/A
Company Profile Activity
Activity Insights
Assante Connect is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Assante Connect is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Assante Connect.
Assante Connect Tech Stack
A closer look at the technologies used by Assante Connect
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Assante Connect
Sign Up For FreeTo access detailed company insights
Assante Connect is an online investing platform that combines experienced portfolio managers with digital advice services, aiming to provide simple and accessible investment solutions. The platform offers personalized portfolio recommendations based on clients' financial goals, with transparent pricing and 24/7 online access to investments. Exclusi... Read More
