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Carte Partners
Finance · Canada · 201-500 Employees
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Overview
Headquarters
6755 Mississauga Rd 425, Mississauga, On...Phone Number
(866) 489-8197Website
www.cartepartners.caRevenue
$17.7 MillionIndustry
About Carte Partners
Carte Wealth Management Inc. is a brokerage headquartered in Mississauga, Ontario. Founded in 2007, the company supports independent insurance and investment advisors by providing a platform to grow and scale their businesses. It serves ambitious financial advisors, including those licensed in life insurance and mutual funds, by offering access to a wide range of financial products from various carriers. The company delivers value through a combination of industry-specific tools, technology, marketing support, and compliance services designed to reduce administrative workloads and streamline sales, service, and underwriting processes.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Carte Partners
$17.7M
201-500
Private
-
1980
N/A
$515.6M
501-1,000
Private
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2017
BC
Blaine CoatesFounder & Executive Vice President & Chief Financial Officer
$335.3M
501-1,000
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1998
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Carte Wealth Management Inc. is a brokerage headquartered in Mississauga, Ontario. Founded in 2007, the company supports independent insurance and investment advisors by providing a platform to grow and scale their businesses. It serves ambitious financial advisors, including those licensed in life insurance and mutual funds, by offering access to... Read More
