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.
Compare companies similar to Bold Wealth
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Bold Wealth boldwealth.ca | Financial Services | 16 | 2021 | Toronto, Ontario |
JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
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.
Build a lead list from companies like Bold Wealth
Describe your ICP or import a CSV. Warmrank finds matching companies, enriches contacts with verified emails, and tracks every lead.