Assante Connect
Finance · 11-50 Employees
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Overview
Phone Number
(888) 922-7366Website
www.assanteconnect.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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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
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Revenue
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Type
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Assante Connect
<$5M
11-50
Private
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N/A
Company Profile Activity
Activity Insights
Assante Connect is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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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
