Wealthscope

Financial Software · Canada · 1-10 Employees

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Overview

Headquarters

1 Adelaide St W, Toronto, Ontario, M5C 2...

Revenue

<$5 Million

Industry

Financial Software Software Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealthscope

Wealthscope provides a comprehensive platform for investors to plan, analyze, and manage their financial futures. The company offers tailored solutions for financial advisors, DIY investors, and enterprises, utilizing human expertise and generative AI to transform market data into actionable insights. With a focus on U.S. clients, Wealthscope aims to enhance portfolio management and retirement planning. Trusted by financial leaders in North America, Wealthscope boasts over 33 million portfolios analyzed and a commitment to high platform uptime.Explore more
Wealthscope's Social MediaPopular SearchesWealthscopeSIC Code 73,737NAICS Code 54,541Show more

Wealthscope Org Chart

PhoneEmail
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Canada flag for contact location.

Chief Financial Officer & Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthscope

<$5M
1-10
Private
-
2017
BS
Bruce SeagoChief Financial Officer & Director
<$5M
11-50
Private
-
2007
Christopher Ambridge, President & Chief Investment Officer at Provisus Wealth Management
Christopher AmbridgePresident & Chief Investment Officer
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Wealthscope is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Wealthscope Tech Stack

A closer look at the technologies used by Wealthscope

Top Financial Software Companies

Frequently Asked Questions Regarding Wealthscope

What is Wealthscope's official website?
Wealthscope's official website is www.wealthscope.ca
What is Wealthscope's Revenue?
Wealthscope's revenue is <$5 Million
What is Wealthscope's SIC code?
Wealthscope's SIC: 73,737
What is Wealthscope's NAICS code?
Wealthscope's NAICS: 54,541
How many employees does Wealthscope have?
Wealthscope has 1-10 employees
What industry does Wealthscope belong to?
Wealthscope is in the industry of: Financial Software, Software, Business Services
What is Wealthscope competition?
Wealthscope top competitors include: Investment Planning Counsel, Investment Planning Counsel, Investment Planning Counsel, Provisus Wealth Management
What technology does Wealthscope use?
Some of the popular technologies that Wealthscope uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, F5 BIG-IP Platform
Who is the CFO of Wealthscope?
Wealthscope's CFO is Bruce Seago
What does Wealthscope do?

Wealthscope provides a comprehensive platform for investors to plan, analyze, and manage their financial futures. The company offers tailored solutions for financial advisors, DIY investors, and enterprises, utilizing human expertise and generative AI to transform market data into actionable insights. With a focus on U.S. clients, Wealthscope aims... to enhance portfolio management and retirement planning. Trusted by financial leaders in North America, Wealthscope boasts over 33 million portfolios analyzed and a commitment to high platform uptime.Read More

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

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