Edgestone Partners

Finance · Canada · 1-10 Employees

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Overview

Headquarters

5085 48th Ave Ste 201, Delta, British Co...

Phone Number

(604) 562-2504

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Edgestone Partners

Edgestone Partners offers innovative and customized financial planning strategies aimed at helping individuals, families, and business owners build, preserve, and manage their wealth. The company prides itself on a fresh approach to financial management, allowing clients to focus on their active lives while receiving solid advice and cutting-edge solutions. With a highly experienced team of financial professionals, Edgestone Partners is committed to providing tailored solutions that meet the unique needs of each client, whether they are just starting out or are further along in their financial planning journey.Explore more
Edgestone Partners's Social MediaPopular SearchesEdgestone PartnersSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edgestone Partners

<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2019
LO
Layne OakhartOwner, Financial Planner and Insurance Broker
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
-
DL
David LoweFinancial Associate & Planner
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
<$5M
1-10
Private
-
-
JT
Joe TrugliaInvestment Representative
<$5M
1-10
Private
-
-
Mark Wadey, President & Partner at Oriana Wealth Management
Mark WadeyPresident & Partner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Edgestone Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Edgestone Partners Tech Stack

A closer look at the technologies used by Edgestone Partners

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Frequently Asked Questions Regarding Edgestone Partners

What is Edgestone Partners's official website?
Edgestone Partners's official website is www.edgestonepartners.com
What is Edgestone Partners's Revenue?
Edgestone Partners's revenue is <$5 Million
What is Edgestone Partners's SIC code?
Edgestone Partners's SIC: 62,628
What is Edgestone Partners's NAICS code?
Edgestone Partners's NAICS: 52,523
How many employees does Edgestone Partners have?
Edgestone Partners has 1-10 employees
What industry does Edgestone Partners belong to?
Edgestone Partners is in the industry of: Finance, Securities Trading
What is Edgestone Partners competition?
Edgestone Partners top competitors include: Truespect Wealth Management, Rankin Rice Wealth Management, Castlemark Wealth Management, Carney Lyster & Associates Private Wealth
What technology does Edgestone Partners use?
Some of the popular technologies that Edgestone Partners uses are: Microsoft IIS, reCAPTCHA, Cloudflare CDN, Google Font API
How do I contact Edgestone Partners?
Edgestone Partners contact info: Phone number: (604) 562-2504 Website: www.edgestonepartners.com
What does Edgestone Partners do?

Edgestone Partners offers innovative and customized financial planning strategies aimed at helping individuals, families, and business owners build, preserve, and manage their wealth. The company prides itself on a fresh approach to financial management, allowing clients to focus on their active lives while receiving solid advice and cutting-edge s... olutions. With a highly experienced team of financial professionals, Edgestone Partners is committed to providing tailored solutions that meet the unique needs of each client, whether they are just starting out or are further along in their financial planning journey.Read More

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

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