Novella Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

270-10691 Shellbridge Way Bldg 4, Richmo...

Phone Number

(604) 370-3434

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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About Novella Wealth

Novella Wealth is a financial management firm based in Vancouver, specializing in wealth management, retirement planning, and insurance services. They offer tailored financial strategies, including tax-smart wealth management and legacy planning, aimed at enriching clients' financial goals. The company serves a diverse clientele, including tech professionals, young families, and small business owners across British Columbia, Alberta, Ontario, and Saskatchewan. With a commitment to building long-term relationships, Novella Wealth treats clients as part of their extended family, ensuring personalized and collaborative financial guidance.Explore more
Novella Wealth's Social MediaPopular SearchesNovella WealthNovellaWealthJacky IpRemi Leong Sit - AdvisorSIC Code 62,628NAICS Code 52,523Show more

Novella Wealth Org Chart

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JK
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Team Leader

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Branch Manager

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TC
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Business Development Manager

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Business Development Manager

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AY
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Manager, Operations

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CT
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Branch Manager

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EN
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Financial Advisor & Co-Founder

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RC
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Associate Advisor

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PY
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Finance Advisor

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RS
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Financial Advisor

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Financial Advisor

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HH
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Novella Wealth

<$5M
11-50
Private
-
2014
JK
Jason KwokTeam Leader
$5.3M
1-10
Private
-
2016
AH
Andrew HansonVice President
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
1-10
Private
-
-
TR
Todd RankinFinancial Planner
<$5M
1-10
Private
-
2012
N/A
<$5M
11-50
Private
-
2013
KK
Klaudio KalariManager, Tax
<$5M
1-10
Private
-
-
DH
Dean HuntFinancial Executive & Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Novella Wealth Tech Stack

A closer look at the technologies used by Novella Wealth

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Frequently Asked Questions Regarding Novella Wealth

What is Novella Wealth's official website?
Novella Wealth's official website is www.novellawealth.com
What is Novella Wealth's Revenue?
Novella Wealth's revenue is <$5 Million
What is Novella Wealth's SIC code?
Novella Wealth's SIC: 62,628
What is Novella Wealth's NAICS code?
Novella Wealth's NAICS: 52,523
How many employees does Novella Wealth have?
Novella Wealth has 11-50 employees
What industry does Novella Wealth belong to?
Novella Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Novella Wealth competition?
Novella Wealth top competitors include: Rankin Rice Wealth Management, Generations Wealth Advisors, Hunt Group Private Wealth, Jack Lumsden
What technology does Novella Wealth use?
Some of the popular technologies that Novella Wealth uses are: WordPress.org, PHP, HubSpot, Google Font API
How do I contact Novella Wealth?
Novella Wealth contact info: Phone number: (604) 370-3434 Website: www.novellawealth.com
What does Novella Wealth do?

Novella Wealth is a financial management firm based in Vancouver, specializing in wealth management, retirement planning, and insurance services. They offer tailored financial strategies, including tax-smart wealth management and legacy planning, aimed at enriching clients' financial goals. The company serves a diverse clientele, including tech pro... fessionals, young families, and small business owners across British Columbia, Alberta, Ontario, and Saskatchewan. With a commitment to building long-term relationships, Novella Wealth treats clients as part of their extended family, ensuring personalized and collaborative financial guidance.Read More

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

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