CWB Wealth Revenue
Financial Services • 
Edmonton, Alberta, Canada • 101-200 Employees
CWB Wealth revenue & valuation
| Annual revenue | $62,500,000 |
| Revenue per employee | $429,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $200,000,000 |
| Total funding | No funding |
Key Contact at CWB Wealth
Company overview
| Headquarters | 10303 Jasper Avenue, 1250, Edmonton, Alberta T5J 3N6, CA |
| Phone number | +17804293500 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Insurance, Risk Management, Estate Planning, Retirement Planning, Wealth Management, Mutual Funds, Tax Planning, Financial Planning, Business Succession Planning, Investment And Portfolio Management |
| Employees | 101-200 |
| Socials |
CWB Wealth Email Formats
CWB Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@cwbwealth.com), used 55.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@cwbwealth.com | 55.9% |
{first name}.{last name} | john.doe@cwbwealth.com | 41.2% |
{first initial}{last name}.{last name} | jdoe.doe@cwbwealth.com | 2.9% |
About CWB Wealth
With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
CWB Wealth has 23 employees across 7 departments.
Departments
Number of employees
Funding Data
CWB Wealth has never raised funding before.
CWB Wealth Tech Stack
Discover the technologies and tools that power CWB Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
JavaScript libraries
Tag managers
Analytics
JavaScript frameworks
JavaScript libraries
Security
CMS
Analytics
Video players
Web frameworks
United States
Israel
Italy
Australia
Denmark
Frequently asked questions
4.8
40,000 users
