When was EdgePoint Wealth founded?

EdgePoint Wealth was founded in 2008.

Where is EdgePoint Wealth located?

EdgePoint Wealth is headquartered in Toronto, Canada.

How many employees does EdgePoint Wealth have?

As of Aug 31, 2026, the latest employee count at EdgePoint Wealth is 96.

Where does EdgePoint Wealth rank among its competitors?

EdgePoint Wealth ranks 14th amongst 463 active competitors, of which 16 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Harbourfront Wealth Management, which secured $1.25B in Jun, 2026.

Who are the top competitors of EdgePoint Wealth?

EdgePoint Wealth's top competitors include Stonehage Fleming Family & Partners, GE Capital and iA Private Wealth. Among them, Harbourfront Wealth Management secured the most recent funding round in June, 2026.

EdgePoint Wealth - 2026 Company Profile, Funding & Competitors

Company Details

Website: edgepointwealth.com
Social
Email ID: *****@edgepointwealth.com
Phone Number: +1 **********

Key Metrics

Founded Year

2008

Location

Toronto, Canada

Stage

Funding Raised

Investors

Cymbria

Ranked

14^th among 463 active competitors

Employee Count

96 as on Aug 31, 2026

Investment & Acquisitions

DRI Healthcare

Similar Companies

Alera Group & 8554 more

View EdgePoint Wealth's full profile

EdgePoint Wealth is a funded company. EdgePoint Wealth has 1 institutional investor.

View details of EdgePoint Wealth's funding rounds and investors

EdgePoint Wealth's employee count trend

EdgePoint Wealth has 96 employees as of Aug 26. Here is EdgePoint Wealth's employee count trend over the years:

Employee count trend for EdgePoint Wealth

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Top competitors of EdgePoint Wealth include Stonehage Fleming Family & Partners, GE Capital and iA Private Wealth. Here is the list of Top 10 competitors of EdgePoint Wealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
2nd	GE Capital 1932, Norwalk (United States), Public	Provides commercial aircraft leasing and lending services	-	Forum Capital Advisors, OSTI	61/100
3rd	iA Private Wealth 2002, Montreal (Canada), Unfunded	Provider of investment, will & estate, and tax planning services	-	-	56/100
4th	Wellington-Altus 2017, Vancouver (Canada), Series C	Provider of wealth management services	$98.1M	Jessiman Family Investments Inc, The Cynosure Group ... Read more	54/100
5th	Lexaria Bioscience 2004, Kelowna (Canada), Public	Developer of drug delivery technology designed to improve drug absorption	$45K	-	53/100
6th	Harbourfront Wealth Management 2013, Vancouver (Canada), Late Stage	Provides wealth management services	$1.56B	Audax Private Equity, Berkshire Partners	51/100
7th	Nicola Wealth 1994, Vancouver (Canada), Unfunded	Wealth management services and fund of funds investing in growth-equity companies	-	-	51/100
8th	IGM Financial 1926, Winnipeg (Canada), Public	Wealth and investment management firm	-	-	50/100
9th	RBC Dominion Securities 1901, Toronto (Canada), Unfunded	Provider of wealth management services	-	-	50/100
10th	IG Wealth Management 1926, Winnipeg (Canada), Funding Raised	Online financial advice and planning services	-	-	46/100
14th	EdgePoint Wealth 2008, Toronto (Canada), Funding Raised	Wealth management firm	-	Cymbria	41/100