Chronicle Wealth
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2 Sheppard Avenue East Ste 1515, Toronto...

Phone Number

(416) 855-9100

Revenue

<$5 Million

Industry

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

Chronicle Wealth provides independent wealth counsel to help clients manage, grow, and protect their wealth through a holistic and integrated approach. They cater to individuals, families, business owners, and professionals, offering tailored support and exclusive access to investment opportunities. The firm emphasizes long-term partnerships built on transparency and integrity, with a multidisciplinary team collaborating closely with clients' advisors. With over $800 million in assets under management and a high client retention rate, Chronicle Wealth focuses on simplifying financial lives and aligning their interests with those of their clients.Explore more
Chronicle Wealth's Social MediaPopular SearchesChronicle WealthChronicle Financial CorpChronicle WealthChronicleChronicle Digital IncSIC Code 62,628NAICS Code 52,523Show more

Chronicle Wealth Org Chart

PhoneEmail
LH
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Chief Financial Officer & Chief Operating Off...

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KB
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Wealth Strategy Vice President, Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Chronicle Wealth

<$5M
11-50
Private
-
2018
LH
Laura HeadonChief Financial Officer & Chief Operating Officer
$6.7M
11-50
Private
-
1985
N/A
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2004
PC
Peter ChronopoulosProject Analyst
<$5M
1-10
Private
-
-
JT
Joe TrugliaFounder & Principal & Certified Financial Planner
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Chronicle Wealth Tech Stack

A closer look at the technologies used by Chronicle Wealth

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Frequently Asked Questions Regarding Chronicle Wealth

What is Chronicle Wealth's official website?
Chronicle Wealth's official website is www.chroniclewealth.com
What is Chronicle Wealth's Revenue?
Chronicle Wealth's revenue is <$5 Million
What is Chronicle Wealth's SIC code?
Chronicle Wealth's SIC: 62,628
What is Chronicle Wealth's NAICS code?
Chronicle Wealth's NAICS: 52,523
How many employees does Chronicle Wealth have?
Chronicle Wealth has 11-50 employees
What industry does Chronicle Wealth belong to?
Chronicle Wealth is in the industry of: Finance, Securities Trading
What is Chronicle Wealth competition?
Chronicle Wealth top competitors include: Truespect Wealth Management, Riverdale Wealth, Hunt Group Private Wealth, Provisus Wealth Management
What technology does Chronicle Wealth use?
Some of the popular technologies that Chronicle Wealth uses are: WooCommerce, WordPress.org, PHP, Google Font API
Who is the CFO of Chronicle Wealth?
Chronicle Wealth's CFO is Laura Headon
How do I contact Chronicle Wealth?
Chronicle Wealth contact info: Phone number: (416) 855-9100 Website: www.chroniclewealth.com
What does Chronicle Wealth do?

Chronicle Wealth provides independent wealth counsel to help clients manage, grow, and protect their wealth through a holistic and integrated approach. They cater to individuals, families, business owners, and professionals, offering tailored support and exclusive access to investment opportunities. The firm emphasizes long-term partnerships built... on transparency and integrity, with a multidisciplinary team collaborating closely with clients' advisors. With over $800 million in assets under management and a high client retention rate, Chronicle Wealth focuses on simplifying financial lives and aligning their interests with those of their clients.Read More

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

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