IP Private Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

2 Gurdwara Rd Ste 510, Ottawa, Ontario, ...

Phone Number

(877) 721-1189

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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May
ZI Rank
1
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About IP Private Wealth

IP Private Wealth specializes in providing coordinated financial advice and synchronized investment strategies tailored for high net worth clients. With over 30 years of experience, their team focuses on understanding clients' unique goals and concerns to create personalized financial solutions. They emphasize a holistic approach, ensuring that all aspects of a client's financial plan are managed cohesively. IP Private Wealth aims to simplify complex financial affairs, allowing clients to enjoy their success without the stress of fragmented advice.Explore more
IP Private Wealth's Social MediaPopular SearchesIP Private WealthIP Strategies IncIp Assure CorpIp StrategiesPrivate WealthSIC Code 62,628NAICS Code 52,523Show more

IP Private Wealth Org Chart

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Chief Investment Officer

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GM
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Controller

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Richard Kluska, Chief Executive Officer & Director, Family Office at IP Private Wealth
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Chief Executive Officer & Director, Family Of...

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KW
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Manager, Finance & Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

IP Private Wealth

<$5M
11-50
Private
-
1998
HS
Habib SaikaliChief Investment Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2010
AB
Adam BussWealth & Estate Planning Specialist
<$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

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

What does this means?

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

IP Private Wealth Tech Stack

A closer look at the technologies used by IP Private Wealth

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Frequently Asked Questions Regarding IP Private Wealth

What is IP Private Wealth's official website?
IP Private Wealth's official website is www.ipprivatewealth.com
What is IP Private Wealth's Revenue?
IP Private Wealth's revenue is <$5 Million
What is IP Private Wealth's SIC code?
IP Private Wealth's SIC: 62,628
What is IP Private Wealth's NAICS code?
IP Private Wealth's NAICS: 52,523
How many employees does IP Private Wealth have?
IP Private Wealth has 11-50 employees
What industry does IP Private Wealth belong to?
IP Private Wealth is in the industry of: Finance, Securities Trading
What is IP Private Wealth competition?
IP Private Wealth top competitors include: Investment Planning Counsel, Investment Planning Counsel, Physicians Wealth Advisory, Cornerstone Financial Group
What technology does IP Private Wealth use?
Some of the popular technologies that IP Private Wealth uses are: WordPress.org, reCAPTCHA, PHP, Squarespace Online Stores
How do I contact IP Private Wealth?
IP Private Wealth contact info: Phone number: (877) 721-1189 Website: www.ipprivatewealth.com
What does IP Private Wealth do?

IP Private Wealth specializes in providing coordinated financial advice and synchronized investment strategies tailored for high net worth clients. With over 30 years of experience, their team focuses on understanding clients' unique goals and concerns to create personalized financial solutions. They emphasize a holistic approach, ensuring that all... aspects of a client's financial plan are managed cohesively. IP Private Wealth aims to simplify complex financial affairs, allowing clients to enjoy their success without the stress of fragmented advice.Read More

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

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