


Aligned Capital Partners Revenue
Financial Services • Burlington, Ontario, Canada • 201-500 Employees
Aligned Capital Partners revenue & valuation
| Annual revenue | $18,000,000 |
| Revenue per employee | $56,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $57,600,000 |
| Total funding | No funding |
Company overview
| Headquarters | 1001 Champlain Ave, 300, Burlington, Ontario L7L 5Z4, CA |
| Phone number | +19056395115 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Technological Innovation, Advisor Independence, Advisor-Focused Strategic Thinking, Advisor/Client Onboarding, Best Business Practice Advocacy, Superior Client Outcomes, Unconflicted Dealer Platform, Unconstrained Wealth Management Services, Unmatched Advisor Communication, Dedicated Relationship Management |
| Founded | 1987 |
| Employees | 201-500 |
| Socials |
Aligned Capital Partners Email Formats
Aligned Capital Partners uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@alignedcapitalpartners.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@alignedcapitalpartners.com | 76.9% |
{first initial}{last name} | jdoe@alignedcapitalpartners.com | 18.1% |
{first initial}.{last name} | j.doe@alignedcapitalpartners.com | 3.7% |
About Aligned Capital Partners
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm. At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients. Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first. As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Aligned Capital Partners has 169 employees across 6 departments.
Departments
Number of employees
Funding Data
Aligned Capital Partners has never raised funding before.
Aligned Capital Partners Tech Stack
Discover the technologies and tools that power Aligned Capital Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
Key Contact at Aligned Capital Partners
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