SmartWealth Financial

Insurance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

890 Sargent Ave, Winnipeg, Manitoba, R3E...

Phone Number

(204) 818-2380

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About SmartWealth Financial

SmartWealth Financial Incorporated is a Canadian life insurance and financial services agency that offers holistic life insurance and comprehensive financial solutions tailored to the needs of individuals, families, and businesses. The agency specializes in life insurance, living benefits, and wealth planning, helping clients secure their financial well-being and build generational wealth. With a focus on personalized service, SmartWealth provides expert guidance on various financial products, including critical illness and disability insurance, investment strategies, and tax-efficient wealth transfer. Operating in provinces such as Alberta, British Columbia, Manitoba, and Ontario, SmartWealth aims to empower Canadians to achieve their financial goals through innovative and strategic planning.Explore more
SmartWealth Financial's Social MediaPopular SearchesSmartwealth Financial IncSmartWealthFinancial.caSIC Code 64,641NAICS Code 52,524Show more

SmartWealth Financial Org Chart

PhoneEmail
MY
Canada flag for contact location.

Founding Associate

PhoneEmail
RD
Canada flag for contact location.

Founding Associate

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is SmartWealth Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to SmartWealth Financial

Compare insights from companies similar to SmartWealth Financial, 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

SmartWealth Financial

<$5M
1-10
Private
-
2018
MY
Maria YagoFounding Associate
$5.3M
1-10
Private
-
1998
BL
Bryce LittleManaging Advisor
<$5M
1-10
Private
-
-
KR
Kimberly RoeFinancial Advisor
<$5M
1-10
Private
-
1974
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

SmartWealth Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

SmartWealth Financial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about SmartWealth Financial.

SmartWealth Financial Tech Stack

A closer look at the technologies used by SmartWealth Financial

Top Insurance Companies

Frequently Asked Questions Regarding SmartWealth Financial

What is SmartWealth Financial's official website?
SmartWealth Financial's official website is www.smartwealthfinancial.ca
What is SmartWealth Financial's Revenue?
SmartWealth Financial's revenue is <$5 Million
What is SmartWealth Financial's SIC code?
SmartWealth Financial's SIC: 64,641
What is SmartWealth Financial's NAICS code?
SmartWealth Financial's NAICS: 52,524
How many employees does SmartWealth Financial have?
SmartWealth Financial has 1-10 employees
What industry does SmartWealth Financial belong to?
SmartWealth Financial is in the industry of: Insurance, Finance, Securities Trading
What is SmartWealth Financial competition?
SmartWealth Financial top competitors include: James Hargan, Little & Davies Insurance & Financial Planning, Moneysmart Financial Services, Grand River Financial Solutions
What technology does SmartWealth Financial use?
Some of the popular technologies that SmartWealth Financial uses are: Google Cloud Web Serving, Google Cloud Platform, Amazon Web Hosting, Ezoic
How do I contact SmartWealth Financial?
SmartWealth Financial contact info: Phone number: (204) 818-2380 Website: www.smartwealthfinancial.ca
What does SmartWealth Financial do?

SmartWealth Financial Incorporated is a Canadian life insurance and financial services agency that offers holistic life insurance and comprehensive financial solutions tailored to the needs of individuals, families, and businesses. The agency specializes in life insurance, living benefits, and wealth planning, helping clients secure their financial... well-being and build generational wealth. With a focus on personalized service, SmartWealth provides expert guidance on various financial products, including critical illness and disability insurance, investment strategies, and tax-efficient wealth transfer. Operating in provinces such as Alberta, British Columbia, Manitoba, and Ontario, SmartWealth aims to empower Canadians to achieve their financial goals through innovative and strategic planning.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.