Designed Wealth Management
Financial Services • 
Toronto, Ontario, Canada • 101-200 Employees
Company overview
| Headquarters | 150 King Street West, Suite 340, Toronto, Ontario M5H 1J9, CA |
| Phone number | +18337399426 |
| Website | |
| NAICS | 52 |
| Keywords | Finance, Change, Investment, Independent, Transition, Advisors, Portfoliomanagement, Wealthmanagement, Financialplanning, Financialmanagement, Privatewealth, Investmentmanagement, Financialadvisor, Mutualfunds, Digitalonboarding, Advisorplatform, Growingcompany, Investmentadvisor, Investmentdealer, Portfoliomanager |
| Founded | 2021 |
| Employees | 101-200 |
| Socials |
Key Contact at Designed Wealth Management
Designed Wealth Management Email Formats
Designed Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@designedsecurities.ca), used 99% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@designedsecurities.ca | 99% |
About Designed Wealth Management
Design. The process of creating a financial plan or investment portfolio. Designed. Planned for a specific purpose. Transparent and unique. Creating the optimum advisor experience for advisors and their clients. We are focused on ensuring advisors can serve their clients without conflicting goals and pressures. We work closely with advisors and portfolio managers to address their top priorities in serving their clients’ needs and provide meaningful insights into practice management. We are designed to support an advisors’ growing practice to help them provide the best advice and service to their clients. With strong core values, and committed staff, we seek excellence in serving the Canadian marketplace.
Designed Wealth Management revenue & valuation
| Annual revenue | $10,500,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Designed Wealth Management has 72 employees across 7 departments.
Departments
Number of employees
Funding Data
Designed Wealth Management has never raised funding before.
Designed Wealth Management Tech Stack
Discover the technologies and tools that power Designed Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
Miscellaneous
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JavaScript libraries
Analytics
Databases
Performance
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Frequently asked questions
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