VELA Wealth

Finance · Canada · 11-50 Employees

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Overview

Headquarters

204-252 Esplanade W, Vancouver, British ...

Phone Number

(604) 685-5355

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About VELA Wealth

VELA Wealth is dedicated to promoting family wealth and well-being for Canadian business owners and professionals. The firm invites potential clients to explore a partnership through no-obligation meetings, emphasizing the importance of informed decision-making. VELA Wealth also offers valuable insights through podcasts and webinars, aiming to provide compelling content for its audience. The company is based in Vancouver, BC, and focuses on building lasting relationships with its clients.Explore more
VELA Wealth's Social MediaPopular SearchesVELA WealthVELA Wealth ManagementVELA Wealth Management OfficeSIC Code 62,628NAICS Code 52,523Show more

VELA Wealth Org Chart

PhoneEmail
JM
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Head Chief Financial Officer, Corporate Devel...

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LP
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Investments Support Lead

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WL
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Lead of Insurance and Underwriting

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BA
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Underwriting Coordinator

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JN
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Strategic Planning Advisor

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JA
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Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VELA Wealth

<$5M
11-50
Private
-
2007
JM
Joseph MillottHead Chief Financial Officer, Corporate Development
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1992
KL
Kari LeogandaFounder & President
<$5M
1-10
Private
-
-
CK
Cory KingsburyFinancial Advisor
<$5M
1-10
Private
-
-
JT
Joe TrugliaFounder & Principal & Certified Financial Planner
<$5M
1-10
Private
-
-
CM
Christine MaguireOperational Associate
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

VELA Wealth Tech Stack

A closer look at the technologies used by VELA Wealth

VELA Wealth News & Media

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Frequently Asked Questions Regarding VELA Wealth

What is VELA Wealth's official website?
VELA Wealth's official website is www.velawealth.com
What is VELA Wealth's Revenue?
VELA Wealth's revenue is <$5 Million
What is VELA Wealth's SIC code?
VELA Wealth's SIC: 62,628
What is VELA Wealth's NAICS code?
VELA Wealth's NAICS: 52,523
How many employees does VELA Wealth have?
VELA Wealth has 11-50 employees
What industry does VELA Wealth belong to?
VELA Wealth is in the industry of: Finance, Securities Trading
What is VELA Wealth competition?
VELA Wealth top competitors include: Westgroup Financial Management, WYVERSTONE PLANNING Group, Hunt Group Private Wealth, Genier Financial Services
What technology does VELA Wealth use?
Some of the popular technologies that VELA Wealth uses are: WordPress.org, PHP, MailChimp, Microsoft 365
Who is the CFO of VELA Wealth?
VELA Wealth's CFO is Joseph Millott
How do I contact VELA Wealth?
VELA Wealth contact info: Phone number: (604) 685-5355 Website: www.velawealth.com
What does VELA Wealth do?

VELA Wealth is dedicated to promoting family wealth and well-being for Canadian business owners and professionals. The firm invites potential clients to explore a partnership through no-obligation meetings, emphasizing the importance of informed decision-making. VELA Wealth also offers valuable insights through podcasts and webinars, aiming to prov... ide compelling content for its audience. The company is based in Vancouver, BC, and focuses on building lasting relationships with its clients.Read More

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

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