WealthCo

Finance · Canada · 11-50 Employees

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Overview

Headquarters

200 Quarry Park Blvd SE Ste 210, Calgary...

Phone Number

(403) 537-5853

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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2

About WealthCo

WealthCo Group of Companies provides a comprehensive range of financial services including financial planning, retirement planning, asset management, and personal insurance. They cater to a diverse clientele, including business owners, agribusiness owners, family business owners, busy professionals, and individuals preparing for retirement. Their expert advisors focus on creating personalized strategies to help clients grow, protect, and manage their wealth effectively. WealthCo is committed to simplifying financial lives through integrated planning and tailored solutions.Explore more
WealthCo's Social MediaPopular SearchesWealthCoWealthco Financial ServicesWealthco Financial Advisory Services IncWealthCo Risk Management IncWealthSpark IncSIC Code 62,628NAICS Code 52,523Show more

WealthCo Org Chart

PhoneEmail
SB
Canada flag for contact location.

President & Chief Compliance Officer

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JO
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Chief Operating Officer

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DW
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Chief Revenue Officer

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NP
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Team Lead, Insurance & Estate Planning

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DS
Canada flag for contact location.

Manager, Investment Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthCo

<$5M
11-50
Private
-
1999
SB
Sophie BlaisPresident & Chief Compliance Officer
$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1999
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
JP
Jason PolsinelliSenior Wealth Advisor & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WealthCo Tech Stack

A closer look at the technologies used by WealthCo

Top Finance Companies

Frequently Asked Questions Regarding WealthCo

What is WealthCo's official website?
WealthCo's official website is www.wealthco.ca
What is WealthCo's Revenue?
WealthCo's revenue is <$5 Million
What is WealthCo's SIC code?
WealthCo's SIC: 62,628
What is WealthCo's NAICS code?
WealthCo's NAICS: 52,523
How many employees does WealthCo have?
WealthCo has 11-50 employees
What industry does WealthCo belong to?
WealthCo is in the industry of: Finance, Insurance, Securities Trading
What is WealthCo competition?
WealthCo top competitors include: Polsinelli Financial Advisory Group, Tetrault Wealth Advisory Group, Bank of Nova Scotia, Physicians Wealth Advisory
What technology does WealthCo use?
Some of the popular technologies that WealthCo uses are: Sentry, InstantSearch+, Squarespace Online Stores, Adobe Typekit
How do I contact WealthCo?
WealthCo contact info: Phone number: (403) 537-5853 Website: www.wealthco.ca
What does WealthCo do?

WealthCo Group of Companies provides a comprehensive range of financial services including financial planning, retirement planning, asset management, and personal insurance. They cater to a diverse clientele, including business owners, agribusiness owners, family business owners, busy professionals, and individuals preparing for retirement. Their e... xpert advisors focus on creating personalized strategies to help clients grow, protect, and manage their wealth effectively. WealthCo is committed to simplifying financial lives through integrated planning and tailored solutions.Read More

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

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