CWB Wealth Partners Revenue

Investment Management • Calgary, Alberta, Canada • 21-50 Employees

CWB Wealth Partners revenue & valuation

Annual revenue	$2,652,205
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$8,500,000
Total funding	No funding

Key Contacts at CWB Wealth Partners

Tamara Corkum

Director Of First Impressions

Brent Mclean

Ceo & Chairman

Company overview

Headquarters	801 10 Ave SW, Calgary, AB T2R0B4, CA
Websites	cwbwealthpartners.com cwbwealth.com
NAICS	5231
Keywords	Investment Management, Financial Planning, Wealth Management, Banking, Financial Advisor, Non-For-Profit, High Net Worth Individuals (Hnwi), Pensions And Trusts, Specialized Investment Accounts, Institution, Global Asset Management
Founded	1999
Employees	21-50
Socials

CWB Wealth Partners Email Formats

CWB Wealth Partners uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@cwbank.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@cwbank.com	100%

About CWB Wealth Partners

As part of CWB Wealth, CWB Wealth Partners is based in Calgary, AB and offers a specialized investment management service, allowing for more flexibility with client accounts. We develop personalized investment strategies for high-net-worth individuals and families, institutions, foundations, and not-for-profit organizations, and have over $2 billion of assets under management and administration.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

CWB Wealth Partners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

CWB Wealth Partners has never raised funding before.

CWB Wealth Partners Tech Stack

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

Cloudflare

CDN

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

HSTS

Security

core-js

JavaScript libraries

Sitecore

CMS

YouTube

Video players

Microsoft ASP.NET

Web frameworks

Siteimprove

Analytics

Frequently asked questions

CWB Wealth Partners is located in Calgary, Alberta, CA.

CWB Wealth Partners generates an estimated annual revenue of $2,652,205. This revenue figure reflects the company's market position and business performance in its industry.

CWB Wealth Partners has an estimated valuation of $8,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

CWB Wealth Partners was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

CWB Wealth Partners has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at CWB Wealth Partners

Tamara Corkum

Director Of First Impressions

Brent Mclean

Ceo & Chairman

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