Chronicle Wealth

Investment Management • Toronto, Ontario, Canada • 11-20 Employees

Company overview

Headquarters	2 Sheppard Ave E, Toronto, Ontario M2N 5Y7, CA
Website	chroniclewealth.com
NAICS	5231
SIC	628
Keywords	Private Equity, Wealth Management, Group Benefits, Insurance, Financial Planning, Investment Management, Multi-Family Office, Independent Wealth Counsel, Toronto Wealth Advisors
Founded	2018
Employees	11-20
Socials

Key Contact at Chronicle Wealth

Adam Shapiro

Co-Founder, Advisor

Chronicle Wealth Email Formats

Chronicle Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@chroniclewealth.com), used 76.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@chroniclewealth.com	92.3%
{first name}{last name}	johndoe@chroniclewealth.com	7.7%

About Chronicle Wealth

Chronicle Wealth is a Toronto based independent multi-family office providing thoughtful, personalized wealth counsel to high-net-worth families, business owners and professionals. Our multidisciplinary team delivers integrated investment management, tax and estate planning, and financial planning services—designed to simplify complexity and support long-term goals. We help our clients grow, preserve, and transition wealth with intention—so they can focus on what matters most: their families, their businesses, and their legacy.

Chronicle Wealth revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,700,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

C-Suite

Entry

Employees by Department

Chronicle Wealth has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

Chronicle Wealth has never raised funding before.

Chronicle Wealth Tech Stack

Discover the technologies and tools that power Chronicle Wealth's digital infrastructure, from frameworks to analytics platforms.

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

DreamHost

Hosting

Google Analytics

Analytics

Frequently asked questions

Chronicle Wealth is located in Toronto, Ontario, CA.

Chronicle Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Chronicle Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Chronicle Wealth

Adam Shapiro

Co-Founder, Advisor

4.8

40,000 users