iA Private Wealth

Finance · Canada · 201-500 Employees

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Overview

Headquarters

1981 Mcgill College Ste 800, Montreal, Q...

Phone Number

(514) 499-1066

Revenue

$128.9 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 3
Signal Type
Dec
Jan
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May
ZI Rank
3
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About iA Private Wealth

iA Private Wealth, founded in 2002 and headquartered in Montreal, Quebec, is a Canadian financial services company specializing in wealth management solutions. The firm offers comprehensive services including retirement planning, mutual funds, alternative investments, and other financial products through its mobile app and multiple office locations across North America. As a business-to-business service provider in the investment sector, iA Private Wealth delivers specialized financial expertise to help clients achieve their investment goals.Explore more
iA Private Wealth's Social MediaPopular SearchesiA Private Wealth IncHollisWealth, a division of Industrial Alliance Se...IaprivatewealthRuah Azancot Wealth ManagementiA Private WealthSIC Code 62,628NAICS Code 52,523Show more

iA Private Wealth Org Chart

Adam Elliott, President & Chief Executive Officer at iA Private Wealth
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President & Chief Executive Officer

PhoneEmail
DA
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Head Executive VP, Capital Markets

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FP
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Vice-président Exécutif, Affaires Et Ventes N...

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FK
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Chief Compliance Officer & Vice President

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PS
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Director, Corporate Controller

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MB
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Controller

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VJ
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Head Managing Director, Co- of Equity Capital...

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PR
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Head Managing Director, Co- of Equity Capital...

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RW
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Head Managing Director, Trading

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SG
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Managing Director, Foreign Exchange Trading

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JM
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Investment Banker

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SV
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Portfolio Manager

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HP
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Vice President, Portfolio Manager

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MC
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Assistant VP, Credit Risk & Cash Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

iA Private Wealth

$128.9M
201-500
Private
-
2002
Adam Elliott, President & Chief Executive Officer at iA Private Wealth
Adam ElliottPresident & CEO
$335.3M
501-1,000
Private
-
1998
AS
Amy SatovExecutive VP, Distribution, Legal & Compliance
$128.9M
201-500
Private
-
2015
SM
Sonia MaloneyVice President, Strategy & Chief Operating Officer, Slgi
$72.2M
501-1,000
Private
-
2017
BC
Blaine CoatesFounder & Executive Vice President & Chief Financial Officer
$35.4M
201-500
Private
-
2015
OD
Olivier DemetChief Operating Officer
$21.8M
51-200
Private
-
2001
Douglas Brown, President, Chief Executive Officer & Co-Founder at Newport Private Wealth
Douglas BrownPresident, CEO & Co-Founder
$19.1M
51-200
Private
-
1996
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

iA Private Wealth Tech Stack

A closer look at the technologies used by iA Private Wealth

Most Recent Scoops

Hiring Plans
iA Private Wealth is hiring in Finance for the first time in 12 months.
Hiring Plans
Person-Based
Person-Based
Person-Based
Person-Based
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iA Private Wealth News & Media

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Frequently Asked Questions Regarding iA Private Wealth

What is iA Private Wealth's official website?
iA Private Wealth's official website is www.iaprivatewealth.ca
What is iA Private Wealth's Revenue?
iA Private Wealth's revenue is $128.9 Million
What is iA Private Wealth's SIC code?
iA Private Wealth's SIC: 62,628
What is iA Private Wealth's NAICS code?
iA Private Wealth's NAICS: 52,523
How many employees does iA Private Wealth have?
iA Private Wealth has 201-500 employees
What industry does iA Private Wealth belong to?
iA Private Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is iA Private Wealth competition?
iA Private Wealth top competitors include: Tanner Financial - Investment Planning Counsel, Wellington-Altus Financial Inc, Newport Private Wealth, CWB Wealth Management
What companies has iA Private Wealth acquired?
iA Private Wealth has acquired the companies: Industrial Alliance Securities, GMP Capital, Richardson Wealth, Invisor Financial
What technology does iA Private Wealth use?
Some of the popular technologies that iA Private Wealth uses are: Freshservice, Zingfit, NS1, Deltek Talent Management
How do I contact iA Private Wealth?
iA Private Wealth contact info: Phone number: (514) 499-1066 Website: www.iaprivatewealth.ca
What does iA Private Wealth do?

iA Private Wealth, founded in 2002 and headquartered in Montreal, Quebec, is a Canadian financial services company specializing in wealth management solutions. The firm offers comprehensive services including retirement planning, mutual funds, alternative investments, and other financial products through its mobile app and multiple office locations... across North America. As a business-to-business service provider in the investment sector, iA Private Wealth delivers specialized financial expertise to help clients achieve their investment goals.Read More

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

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