Newport Private Wealth
Financial Services • 
Toronto, Ontario, Canada • 51-100 Employees
Company overview
| Headquarters | 469 King Street West, 4th Floor, Toronto, Ontario M5V 1K4, CA |
| Phone number | +14168677555 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2001 |
| Employees | 51-100 |
| Socials |
Key Contact at Newport Private Wealth
Newport Private Wealth Email Formats
Newport Private Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@newportprivatewealth.ca), used 64.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@newportprivatewealth.ca | 64.2% |
{first name}{last name} | johndoe@newportprivatewealth.ca | 33.3% |
{last name}{last name} | doedoe@newportprivatewealth.ca | 2.5% |
About Newport Private Wealth
Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast. Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view—on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. Since 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. Newport Private Wealth’s investment platform is unique for its exceptional diversification in 13 asset categories and access to independent specialized expertise. Independent managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. Newport Private Wealth manages over $6.0 billion of assets on behalf of several hundred client families with diverse wealth interests.
Newport Private Wealth revenue & valuation
| Annual revenue | $11,500,000 |
| Revenue per employee | $127,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $36,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Newport Private Wealth has 21 employees across 8 departments.
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Number of employees
Funding Data
Newport Private Wealth has never raised funding before.
Newport Private Wealth Tech Stack
Discover the technologies and tools that power Newport Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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