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T.E. Wealth - About the company

T.E. Wealth is an acquired company based in Toronto (Canada), founded in 1972. It operates as a Provider of financial planning, education and investment management services. The company has 889 active competitors, including 15 funded and 135 that have exited. Its top competitors include companies like FIS, Investec and Royal Bank of Canada.

Company Details

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Phone Number
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Key Metrics
Founded Year
1972
Location
Toronto, Canada
Stage
Acquired
Ranked
Employee Count
51 - 200 as on Jul 01, 2024
Investment & Acquisitions
Similar Companies
Exit Details
Acquired by Canadian Western Bank (Mar 01, 2020)

T.E. Wealth's acquisition details

T.E. Wealth got acquired by Canadian Western Bank on Mar 01, 2020.
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T.E. Wealth's funding and investors

T.E. Wealth has not raised any funding rounds yet.

T.E. Wealth's founders and board of directors

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T.E. Wealth's employee count trend

T.E. Wealth has 51 - 200 employees as of Jul 24. Here is T.E. Wealth's employee count trend over the years:
Employee count trend for T.E. Wealth
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T.E. Wealth's Competitors and alternates

Top competitors of T.E. Wealth include FIS, Investec and Royal Bank of Canada. Here is the list of Top 10 competitors of T.E. Wealth, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
82/100
2nd
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Provider of corporate & investment banking and wealth management services
-
77/100
3rd
Logo for Royal Bank of Canada
Royal Bank of Canada
1864, Toronto (Canada), Public
Commercial bank
-
-
76/100
4th
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
74/100
5th
Logo for State Street
State Street
1792, Boston (United States), Public
Financial services for asset managers
-
69/100
6th
Logo for Sun Life Financial
Sun Life Financial
1865, Toronto (Canada), Public
Diversified insurance and asset management firm
-
65/100
7th
Logo for Eaton Vance Management
Eaton Vance Management
1924, Boston (United States), Acquired
Platform offering mutual funds and investment management solutions
-
62/100
8th
Logo for StoneX
StoneX
1924, New York City (United States), Public
Trade execution solutions for multiple assets
-
62/100
9th
Logo for Brookfield Asset Management
Brookfield Asset Management
1899, Toronto (Canada), Public
Private equity fund focused on real estate and renewable energy
-
61/100
10th
Logo for CI Financial
CI Financial
1965, Toronto (Canada), Acquired
Provides wealth management and asset management advisory services
-
59/100
317th
Logo for T.E. Wealth
T.E. Wealth
1972, Toronto (Canada), Acquired
Provider of financial planning, education and investment management services
-
-
22/100
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T.E. Wealth's Investments and acquisitions

T.E. Wealth has acquired Doherty & Bryant. T.E. Wealth has not made any investments as of now.

Reports related to T.E. Wealth

Here is the latest report on T.E. Wealth's sector:

News related to T.E. Wealth

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FAQs about T.E. Wealth

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