Belay Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

104 W 2nd Ave N, Magrath, Alberta, T0K 1...

Phone Number

(403) 758-6631

Revenue

$6.9 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Belay Wealth

Belay Wealth is a licensed mutual fund dealer focused on providing holistic financial planning services to clients seeking financial security and a fulfilling retirement. The company emphasizes building strong relationships with clients through trustworthy and compassionate advisors who offer unbiased recommendations and impartial guidance. Their mission is to nurture and protect clients' investments, ensuring they can enjoy their financial future. Belay Wealth aims to create greater opportunities for both clients and advisors alike.Explore more
Belay Wealth's Social MediaPopular SearchesBelay Wealth IncBelaywealthWealth IncBelay Wealth Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Belay Wealth Org Chart

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Kenneth Parker, Chief Financial Officer at Belay Wealth
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Chief Financial Officer

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Lynnette Linkletter, Chief Operating Officer at Belay Wealth
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Chief Operating Officer

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SS
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President

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SM
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Tax Coordinator

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TB
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Accounting Technician

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CL
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Life Insurance Accident Specialist & Sickness...

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Certified Financial Planner (Cfp) & Chartered...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Belay Wealth

$6.9M
11-50
Private
-
2018
Kenneth Parker, Chief Financial Officer at Belay Wealth
Kenneth ParkerChief Financial Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
TC
Trish CohanLicensed Assistant and Client Service Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Belay Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Belay Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Belay Wealth.

Belay Wealth Tech Stack

A closer look at the technologies used by Belay Wealth

Belay Wealth News & Media

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Frequently Asked Questions Regarding Belay Wealth

What is Belay Wealth's official website?
Belay Wealth's official website is www.belaywealth.com
What is Belay Wealth's Revenue?
Belay Wealth's revenue is $6.9 Million
What is Belay Wealth's SIC code?
Belay Wealth's SIC: 62,628
What is Belay Wealth's NAICS code?
Belay Wealth's NAICS: 52,523
How many employees does Belay Wealth have?
Belay Wealth has 11-50 employees
What industry does Belay Wealth belong to?
Belay Wealth is in the industry of: Finance, Securities Trading
What is Belay Wealth competition?
Belay Wealth top competitors include: Investment Planning Counsel, Calgary Financial Planner, Wealth Management, Investment Planning Counsel
What technology does Belay Wealth use?
Some of the popular technologies that Belay Wealth uses are: reCAPTCHA, Google Font API, Microsoft 365, Font Awesome
Who is the CFO of Belay Wealth?
Belay Wealth's CFO is Kenneth Parker
How do I contact Belay Wealth?
Belay Wealth contact info: Phone number: (403) 758-6631 Website: www.belaywealth.com
What does Belay Wealth do?

Belay Wealth is a licensed mutual fund dealer focused on providing holistic financial planning services to clients seeking financial security and a fulfilling retirement. The company emphasizes building strong relationships with clients through trustworthy and compassionate advisors who offer unbiased recommendations and impartial guidance. Their m... ission is to nurture and protect clients' investments, ensuring they can enjoy their financial future. Belay Wealth aims to create greater opportunities for both clients and advisors alike.Read More

What are Belay Wealth social media links?
Belay Wealth Linkedin page
Is Belay Wealth a public company?
Belay Wealth is private company therefore does not currently have an official ticker symbol
See more information about Belay Wealth

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