Company profile

Bold Wealth

Empowering financial planners to spend more time building trust, deepening relationships, & growing their business

Industry
Financial Services
Employees
16
Headquarters
Toronto, Ontario
Founded
2021
LinkedIn followers
1,188
Office locations
2

Bold Wealth company summary

Bold Wealth is a company in the Financial Services industry, headquartered in Toronto, Ontario, founded in 2021. On LinkedIn the company has around 16 employees and 1,188 followers. The company lists 2 office locations.

What technology does Bold Wealth use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Bold Wealth

At Bold Wealth, our mission is to empower financial planners to spend more time building trust, deepening client relationships, and growing their business. Our goal is to become Canada's leading platform for financial planners by delivering powerful technology, pension-style investment management, and white-glove service, all under one roof.

Where is Bold Wealth located?

Bold Wealth lists 2 office locations.

Toronto, Ontario M5C2C5, CAHQ
850-36 Toronto St
Toronto, Ontario M6K3E7, CA
3-21 Atlantic Ave

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Frequently asked questions about Bold Wealth

What does Bold Wealth do?

At Bold Wealth, our mission is to empower financial planners to spend more time building trust, deepening client relationships, and growing their business. Our goal is to become Canada's leading platform for financial planners by delivering powerful technology, pension-style investment management, and white-glove service, all under one roof.

How many employees does Bold Wealth have?

Bold Wealth has around 16 employees on LinkedIn.

Where is Bold Wealth headquartered?

Bold Wealth is headquartered in Toronto, Ontario.

Where does Bold Wealth have offices?

Bold Wealth lists 2 office locations, including Toronto, Ontario M5C2C5, CA; Toronto, Ontario M6K3E7, CA.

When was Bold Wealth founded?

Bold Wealth was founded in 2021.

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