iA Private Wealth USA

Financial Services • Toronto, Ontario, Canada • 21-50 Employees

Company overview

Headquarters	26 Wellington St E, Suite 700, Toronto, Ontario M5E 1S2, CA
Website	iaprivatewealthusa.com
NAICS	52
Keywords	Multi-Currency Accounts, Dual-Licensed Advisors (Canada & U.S.), U.S. Retirement Accounts For Canadian Residents, Cross-Border Wealth Management
Founded	2022
Employees	21-50

Key Contact at iA Private Wealth USA

Michael Smith

President, iA Private Wealth (USA) Inc.

iA Private Wealth USA Email Formats

iA Private Wealth USA uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@iaprivatewealthusa.com), used 93% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@iaprivatewealthusa.com	93%
{first initial}.{last name}	j.doe@iaprivatewealthusa.com	7%

About iA Private Wealth USA

A wholly owned subsidiary of iA Financial Corporation Inc., iA Private Wealth USA offers comprehensive, holistic wealth management services for clients with a presence in both Canada and the United States. Registered and licensed in both countries, our advisors are fully equipped to help you capture the opportunities and navigate the challenges associated with cross-border financial management. iA Private Wealth (USA) Inc. is a registered investment advisor. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. The advisor believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://iaprivatewealthusa.com/

iA Private Wealth USA revenue & valuation

Annual revenue	$4,106,640
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,200,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Senior

Employees by Department

iA Private Wealth USA has 23 employees across 3 departments.

Departments

Number of employees

Funding Data

iA Private Wealth USA has never raised funding before.

iA Private Wealth USA Tech Stack

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

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

DigiCert

SSL/TLS certificate authorities

HSTS

Security

Open Graph

Miscellaneous

Font Awesome

Font scripts

Vimeo

Video players

RequireJS

JavaScript frameworks

lit-element

JavaScript libraries

Google Analytics

Analytics

Google Maps

Maps

jQuery UI

JavaScript libraries

Frequently asked questions

iA Private Wealth USA is located in Toronto, Ontario, CA.

iA Private Wealth USA was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at iA Private Wealth USA

Michael Smith

President, iA Private Wealth (USA) Inc.

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