


Altium Wealth Architecture
Investment Management • Montreal, Quebec, Canada • 11-20 Employees
Company overview
| Headquarters | 1130, Rue Sherbrooke Ouest, Bureau 400, Montreal, Quebec H3A 2M8, CA |
| Phone number | +15149323032 |
| Website | |
| NAICS | 5231 |
| SIC | 871 |
| Keywords | Wealth Management, Education, Portfolio Management, Financial Planning, Investment Management, Planification Financière, Gestion De Patrimoine, Gestion De Portefeuille, Éducation, Multi-Family Office, Architecture De Patrimoine, Bureau Des Affaires Familiales, Coordination De Patrimoine, Gestion D'Investissement, Wealth Architecture, Wealth Coordination |
| Founded | 2013 |
| Employees | 11-20 |
| Socials |
Key Contact at Altium Wealth Architecture
Pierre-Luc Cloutier
Senior Director, Compliance & Legal Affairs Chief Compliance Officer
Altium Wealth Architecture Email Formats
Altium Wealth Architecture uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@altium.ca), used 72.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@altium.ca | 72.2% |
{first name}.{last name} | john.doe@altium.ca | 16.7% |
{first initial}-{last name}.{last name} | j-doe.doe@altium.ca | 11.1% |
About Altium Wealth Architecture
Altium Wealth Architecture is an independent firm providing investment management and family office services to individuals, families, and foundations across Québec and Canada. We believe that wealth is multi-dimensional, nuanced, and goes beyond investments. Our approach focuses on the analysis, understanding, and coordination of these three dimensions: The Family, Investment, and Business dimensions. This is how we define Wealth Architecture.
Altium Wealth Architecture revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Altium Wealth Architecture has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Altium Wealth Architecture has never raised funding before.
Altium Wealth Architecture Tech Stack
Discover the technologies and tools that power Altium Wealth Architecture's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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