Katevatis Wealth Management
Finance · Canada · 51-200 Employees
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Overview
Headquarters
609 Granville St Ste 2200, Vancouver, Br...Phone Number
(321) 752-9233Website
www.katevatis.comRevenue
$22.1 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Katevatis Wealth Management
Katevatis Wealth Management provides independent financial advice tailored to the unique needs of its clients, focusing on responsible growth and effective wealth, estate, and retirement planning. The firm emphasizes a client-centered approach, creating customized investment solutions based on individual goals and risk tolerance. Based in Vancouver, they serve a community of clients, helping them make informed financial decisions. With a commitment to excellence and a strong foundation in experience, Katevatis Wealth Management aims to empower clients to achieve their financial aspirations.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Katevatis Wealth Manageme...
$22.1M
51-200
Private
-
1979
N/A
$103.1M
51-200
Public
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1967
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Cynthia HarbCynthia Currie, Executive Vice President and Chief Human Resources Officer
Company Profile Activity
Activity Insights
Katevatis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Katevatis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Katevatis Wealth Management.
Katevatis Wealth Management Tech Stack
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Katevatis Wealth Management provides independent financial advice tailored to the unique needs of its clients, focusing on responsible growth and effective wealth, estate, and retirement planning. The firm emphasizes a client-centered approach, creating customized investment solutions based on individual goals and risk tolerance. Based in Vancouver... Read More
