Harbourfront Wealth Management - About the company
Harbourfront Wealth Management is a late stage company based in Vancouver (Canada), founded in 2013. It operates as a Provides wealth management services. Harbourfront Wealth Management has raised $1.56B in funding. The company has 309 active competitors, including 3 funded and 27 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, Wellington-Altus and Lexaria Bioscience.
Company Details
- Website
- www.harbourfrontwealth.com
- Social
- Email ID
- *****@harbourfrontwealth.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2013
Location
Vancouver, Canada
Stage
Late Stage
Total Funding
$1.56B in 2 rounds
Latest Funding Round
Investors
Ranked
4th among 309 active competitors
Employee Count
274 as on May 31, 2026
Investment & Acquisitions
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Harbourfront Wealth Management's funding and investors
Harbourfront Wealth Management has raised a total funding of $1.56B over 2 rounds. Its first funding round was on Jun 14, 2022. Its latest funding round was a PE round on Jun 23, 2026 for $*****. 1 investor participated in its latest round. Harbourfront Wealth Management has 2 institutional investors.
Here is the list of recent funding rounds of Harbourfront Wealth Management:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jun 23, 2026 | 3964468 | PE | 9384381 | 9131987 | 7856147 | 3940810 |
Jun 14, 2022 | 4379959 | PE | 9899605 | 1172605 | 3345891 |
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Harbourfront Wealth Management's founders and board of directors
Founder? Claim ProfileHarbourfront Wealth Management's employee count trend
Harbourfront Wealth Management has 274 employees as of May 26. Here is Harbourfront Wealth Management's employee count trend over the years:
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Harbourfront Wealth Management's Competitors and alternates
Top competitors of Harbourfront Wealth Management include Stonehage Fleming Family & Partners, Wellington-Altus and Lexaria Bioscience. Here is the list of Top 10 competitors of Harbourfront Wealth Management, ranked by Tracxn score:
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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 | 66/100 | |
2nd |  Wellington-Altus 2017, Vancouver (Canada), Series C | Provider of wealth management services | $98.1M | 54/100 | |
3rd |  Lexaria Bioscience 2004, Kelowna (Canada), Public | Developer of drug delivery technology designed to improve drug absorption | $45K | - | 53/100 |
4th |  Harbourfront Wealth Management 2013, Vancouver (Canada), Late Stage | Provides wealth management services | $1.56B | 51/100 | |
5th |  Nicola Wealth 1994, Vancouver (Canada), Unfunded | Wealth management services and fund of funds investing in growth-equity companies | - | - | 51/100 |
6th | IGM Financial 1926, Winnipeg (Canada), Public | Wealth and investment management firm | - | - | 50/100 |
7th | Asset management firm | - | - | 48/100 | |
8th |  IG Wealth Management 1926, Winnipeg (Canada), Funding Raised | Online financial advice and planning services | - | - | 46/100 |
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 |
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Harbourfront Wealth Management's Investments and acquisitions
Harbourfront Wealth Management has not made any investments yet. Harbourfront Wealth Management has made 5 acquisitions.Here is the list of latest three $acquisitions:
Date of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Jun 04, 2026 | Acquisition | 1997 | Toronto (Canada) | |
Jul 24, 2025 | Acquisition | |||
Apr 25, 2025 | Acquisition | 2001 | Toronto (Canada) |
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News related to Harbourfront Wealth Management
Filter this listMedia has covered Harbourfront Wealth Management for a total of 4 events in the last 1 year.
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Harbourfront Wealth agrees C$1.775bn investment from Berkshire PartnersPrivatebankerinternational•Jun 24, 2026•Harbourfront Wealth Management, Berkshire Partners
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Harbourfront Wealth to acquire Cumberland in fifth deal since 2023Wealth Professional•Jun 05, 2026•Harbourfront Wealth Management, Cumberland
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Harbourfront Wealth Expands with Acquisition of Millar AccessibilityGlobeNewswire•Jul 24, 2025•Harbourfront Wealth Management, Millar Private
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Harbourfront Wealth Acquires KJ Harrison & Partners, a $2.2 Billion CIRO DealerFinancial Post•Apr 25, 2025•Harbourfront Wealth Management, KJ Harrison
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Easy Bags $35 Mn To Offer Mortgage-Backed Loans To Home BuyersInc42•Nov 06, 2024•Easy Home Finance, Clay Capital, Sumitomo Mitsui Banking Corporation, Xponentia Capital and 5 others
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Harbourfront announces acquisition to boost AUA to $8 billionWealth Professional•Oct 21, 2024•Harbourfront Wealth Management, Rothenberg
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Harbourfront Announces $1.2 Billion Acquisition of OCRI Brokerlelezard.com•Oct 19, 2024•Harbourfront Wealth Management, Rothenberg, Iiroc
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Harbourfront Group acquires Rothenberg Wealth ManagementInvestmentexecutive•Oct 19, 2024•Harbourfront Wealth Management, Rothenberg
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