Novella Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

Bldg 4, 10691 Shellbridge Way 270, Richm...

Phone Number

(604) 370-3434

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Novella Wealth

Novella Wealth is a financial services firm based in Richmond, Canada, specializing in wealth management, insurance, retirement, and legacy planning. They offer a collaborative approach to financial planning, focusing on personalized strategies that align with clients' goals and backgrounds. Their target clients include tech professionals, young families, and small business owners across British Columbia, Alberta, Ontario, and Saskatchewan. With a commitment to excellence and a family-like atmosphere, Novella Wealth aims to enrich clients' financial journeys and help them achieve their financial aspirations.Explore more
Novella Wealth's Social MediaSIC 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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SL
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Branch Manager

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TN
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Business Development Manager

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Manager, Operations

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CT
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Branch Manager

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ZL
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Team Leader

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RS
Canada flag for contact location.

Financial Advisor

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Finance Advisor

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EN
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Financial Advisor & Co-Founder

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AS
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Financial Advisor

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HH
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Associate Advisor

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Advisor

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Compare Similar Companies to Novella Wealth

Compare insights from companies similar to Novella Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Novella Wealth

<$5M
11-50
Private
-
2014
JK
Jason KwokTeam Leader
<$5M
1-10
Private
-
-
AA
Ashley AllenAdministrative Assistant
<$5M
11-50
Private
-
2013
AP
Arlene PurpuraWealth Administrator
<$5M
1-10
Private
-
-
JB
Jessica BuchananAdministrative Assistant
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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, Hunt Group Private Wealth, White LeBlanc Wealth Planners
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 services firm based in Richmond, Canada, specializing in wealth management, insurance, retirement, and legacy planning. They offer a collaborative approach to financial planning, focusing on personalized strategies that align with clients' goals and backgrounds. Their target clients include tech professionals, young fa... milies, and small business owners across British Columbia, Alberta, Ontario, and Saskatchewan. With a commitment to excellence and a family-like atmosphere, Novella Wealth aims to enrich clients' financial journeys and help them achieve their financial aspirations.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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