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 Apr 30, 2026, the latest employee count at EdgePoint Wealth is 99.

Is EdgePoint Wealth a funded company?

EdgePoint Wealth is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does EdgePoint Wealth rank among its competitors?

EdgePoint Wealth ranks 11th amongst 285 active competitors, of which 2 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was IG Wealth Management, which secured an undisclosed amount in Jan, 2024.

Who are the top competitors of EdgePoint Wealth?

EdgePoint Wealth's top competitors include Wellington-Altus, Lexaria Bioscience and RBC Dominion Securities. Among them, IG Wealth Management secured the most recent funding round in January, 2024.

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

11^th among 285 active competitors

Employee Count

99 as on Apr 30, 2026

Investment & Acquisitions

DRI Healthcare

Similar Companies

Alera Group & 7365 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 99 employees as of Apr 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 Wellington-Altus, Lexaria Bioscience and RBC Dominion Securities. 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	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
2nd	Lexaria Bioscience 2004, Kelowna (Canada), Public	Developer of drug delivery technology designed to improve drug absorption	$45K	-	53/100
3rd	RBC Dominion Securities 1901, Toronto (Canada), Unfunded	Provider of wealth management services	-	-	50/100
4th	IGM Financial 1926, Winnipeg (Canada), Public	Wealth and investment management firm	-	-	50/100
5th	SAF Group 2014, Calgary (Canada), Unfunded	Asset management firm	-	-	48/100
6th	Nicola Wealth 1994, Vancouver (Canada), Unfunded	Wealth management services and fund of funds investing in growth-equity companies	-	-	47/100
7th	IG Wealth Management 1926, Winnipeg (Canada), Funding Raised	Online financial advice and planning services	-	-	46/100
8th	Harbourfront Wealth Management 2013, Vancouver (Canada), Late Stage	Provides wealth management services	$311M	Audax Private Equity	45/100
9th	Hampton Securities 1996, Toronto (Canada), Public	Investment bank and wealth management firm	-	-	44/100
10th	MD Financial Management 1957, Ottawa (Canada), Acquired	Wealth management firm for physicians	-	-	42/100
11th	EdgePoint Wealth 2008, Toronto (Canada), Funding Raised	Wealth management firm	-	Cymbria	41/100