Monarch Wealth
Likely to Engage tag.Highly Engaged Employees

Financial Software · Canada · 11-50 Employees

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Overview

Headquarters

5090 Explorer Dr Ste 200, Mississauga, O...

Phone Number

(949) 276-4186

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
2
2
1
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About Monarch Wealth

Monarch Wealth provides the key interface for advisors to manage the complexity of their business so they can deliver high quality independent investment management solutions and advice to their clients. The company's technology empowers the independent advisor to more efficiently and effectively impart clients with advice, experience, guidance and wisdom within a more profitable business model. The company's advisors can efficiently provide better advice to more clients (both existing and next generation) with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions.Explore more
Monarch Wealth's Social MediaPopular SearchesMonarch Wealth CorpMonarch WealthMonarch Wealth Systems IncMonarch Wealth & Investment Group IncMonarch Wealth - CorpSIC Code 62,628NAICS Code 52,523Show more

Monarch Wealth Org Chart

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Chief Operating Officer

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Head Office, Gic Advisor (East)

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Monarch Wealth

<$5M
11-50
Private
-
2005
YY
Yama YaqeenChief Operating Officer
$16.2M
11-50
Private
-
1990
BS
Blaine ShewchukPresident & CEO
$10.8M
11-50
Private
-
2006
Neil Jensen, Chief Executive Officer & Co-Founder at Steadyhand
Neil JensenCEO & Co-Founder
$7.6M
11-50
Private
$34M
1987
Craig Schleyer, Chief Administrative Officer at Aligned Capital Partners
Craig SchleyerChief Administrative Officer
$5.4M
11-50
Private
-
-
N/A
$5.1M
11-50
Private
-
1998
Rory North, Chief Executive Officer & President at North Growth Management
Rory NorthCEO & President
<$5M
1-10
Private
-
1960
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Monarch Wealth is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Monarch Wealth Tech Stack

A closer look at the technologies used by Monarch Wealth

Top Financial Software Companies

Frequently Asked Questions Regarding Monarch Wealth

What is Monarch Wealth's official website?
Monarch Wealth's official website is www.monarchwealth.ca
What is Monarch Wealth's Revenue?
Monarch Wealth's revenue is <$5 Million
What is Monarch Wealth's SIC code?
Monarch Wealth's SIC: 62,628
What is Monarch Wealth's NAICS code?
Monarch Wealth's NAICS: 52,523
How many employees does Monarch Wealth have?
Monarch Wealth has 11-50 employees
What industry does Monarch Wealth belong to?
Monarch Wealth is in the industry of: Financial Software, Software, Business Services
What is Monarch Wealth competition?
Monarch Wealth top competitors include: North Growth Management, Tradex Management, Investment Planning Counsel, Steadyhand
What technology does Monarch Wealth use?
Some of the popular technologies that Monarch Wealth uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Monarch Wealth?
Monarch Wealth contact info: Phone number: (949) 276-4186 Website: www.monarchwealth.ca
What does Monarch Wealth do?

Monarch Wealth provides the key interface for advisors to manage the complexity of their business so they can deliver high quality independent investment management solutions and advice to their clients. The company's technology empowers the independent advisor to more efficiently and effectively impart clients with advice, experience, guidance and... wisdom within a more profitable business model. The company's advisors can efficiently provide better advice to more clients (both existing and next generation) with less data entry, less paperwork, no manual rebalancing, and fewer compliance exceptions.Read More

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

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