IP Private Wealth™
Financial Services • 
Ottawa, Ontario, Canada • 1-10 Employees
Company overview
| Headquarters | Ottawa, Ontario, Canada |
| Phone number | +16132742992 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Group Benefits, Life Insurance, Financial Planning, Critical Illness, Corporate Structuring, Business Transition And Exit Strategies, Discretionary Portfolio Money Managers |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at IP Private Wealth™
Richard Kluska
Ceo, Director Of Family Office
IP Private Wealth™ Email Formats
IP Private Wealth™ uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ipprivatewealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ipprivatewealth.com | 80% |
{first name}.{last name} | john.doe@ipprivatewealth.com | 20% |
About IP Private Wealth™
IP Private Wealth™ creates a holistic wealth management strategy focused on your goals. We provide the Family Office model to affluent Canadian families and professionals. IP Private Wealth provides a coordinated board of advisors, creating a 360° strategy for wealth management and growth. Our advisors work in tandem to reduce the ‘crossed wires’ effect that occurs when wealthy individuals deal with multiple advisors. IP Private Wealth has created an innovative method of wealth management. We integrate all aspects of financial and lifestyle wellness: integrated planning, corporate strategies, investments, estate planning, taxation, insurance, philanthropy, and personal success and wellness goals. We work with you to discover what your goals are and how to make them a reality. WHAT IS A FAMILY OFFICE? A Family Office is a financial management firm that employs a panel of advisors to manage the wealth and finance of an affluent individual or family. A family office provides a centralized hub of cohesive, coordinated advice for all aspects of your financial and life goals. Review our media disclaimer on our website.
IP Private Wealth™ revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
IP Private Wealth™ has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
IP Private Wealth™ has never raised funding before.
IP Private Wealth™ Tech Stack
Discover the technologies and tools that power IP Private Wealth™'s digital infrastructure, from frameworks to analytics platforms.
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Analytics
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United Kingdom
United States
Spain
Switzerland
Frequently asked questions
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