Rubach Wealth

Finance · Canada · 1-10 Employees

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Overview

Headquarters

7 Saint Thomas St 606, Toronto, Ontario,...

Phone Number

(647) 349-7070

Revenue

$5.2 Million

Industry

Finance Insurance Securities Trading

About Rubach Wealth

Rubach Wealth is a Holistic Family Advisors firm based in Toronto that specializes in comprehensive financial planning and insurance strategies for high-net-worth professionals and families. They serve as a family's financial headquarters, providing expert guidance and coordinating diverse professional services to manage net worth, preserve legacies, and prepare future wealth stewards. Their tailored services include investment management, tax planning, risk management, and philanthropy, ensuring a cohesive strategy for complex family financial needs. Rubach Wealth aims to integrate all services seamlessly, addressing the evolving goals and values of their clients at every stage of their financial journey.Explore more
Rubach Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Rubach Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rubach Wealth

$5.2M
1-10
Private
-
2012
<$5M
11-50
Private
-
-
AP
Amanda PicalloOffice Manager
<$5M
1-10
Private
-
-
JC
James CarneyFinancial Executive & Consultant
<$5M
1-10
Private
-
2004
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
Illustration of an envelope

Rubach Wealth Tech Stack

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Frequently Asked Questions Regarding Rubach Wealth

What is Rubach Wealth's official website?
Rubach Wealth's official website is www.rubachwealth.com
What is Rubach Wealth's Revenue?
Rubach Wealth's revenue is $5.2 Million
What is Rubach Wealth's SIC code?
Rubach Wealth's SIC: 62,628
What is Rubach Wealth's NAICS code?
Rubach Wealth's NAICS: 52,523
How many employees does Rubach Wealth have?
Rubach Wealth has 1-10 employees
What industry does Rubach Wealth belong to?
Rubach Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Rubach Wealth competition?
Rubach Wealth top competitors include: WYVERSTONE PLANNING Group, Kudsia Leith Sanchez, Carney Lyster & Associates Private Wealth, Generations Family Wealth
What technology does Rubach Wealth use?
Some of the popular technologies that Rubach Wealth uses are: WordPress.org, PHP, Google Cloud Web Serving, Google Cloud Platform
How do I contact Rubach Wealth?
Rubach Wealth contact info: Phone number: (647) 349-7070 Website: www.rubachwealth.com
What does Rubach Wealth do?

Rubach Wealth is a Holistic Family Advisors firm based in Toronto that specializes in comprehensive financial planning and insurance strategies for high-net-worth professionals and families. They serve as a family's financial headquarters, providing expert guidance and coordinating diverse professional services to manage net worth, preserve legacie... s, and prepare future wealth stewards. Their tailored services include investment management, tax planning, risk management, and philanthropy, ensuring a cohesive strategy for complex family financial needs. Rubach Wealth aims to integrate all services seamlessly, addressing the evolving goals and values of their clients at every stage of their financial journey.Read More

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

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