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Novella Wealth

Novella Wealth

InsuranceFlag of CARichmond, British Columbia, Canada21-50 Employees

Company overview

Headquarters270-10691 Shellbridge Way, Richmond, British Columbia V6X 2W8, CA
Phone number+16043703535
Website
NAICS52421
SIC628
Keywords
Risk Management, Tax Planning, Insurances, Financial Education, Leadership, Retirement Planning, Life Insurance, Mentoring, Financial Planning, Estate Planning, Corporate Benefits, Critical Illness Insurance, Segregated Funds, Tax Saving Solutions, Down Payment Planning, Corporate Insurance Planning
Founded2013
Employees21-50
Socials

Key Contacts at Novella Wealth

Flag of CA

Edmond Ng Cip Cfpa

Financial Advisor, Co-Founder

Flag of CA

Kinson Lai

Founder

Novella Wealth Email Formats

Novella Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@novellawealth.com), used 75% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@novellawealth.com
75%
{last name}
doe@novellawealth.com
25%

About Novella Wealth

Novella Wealth is a forward-thinking financial and insurance brokerage based in Richmond, BC, dedicated to empowering clients across Canada since 2013. Our mission is to guide clients through financial education and strategic planning, setting them on a path toward achieving their financial dreams. Our "egg" logo symbolizes new beginnings, reflecting our commitment to nurturing both our clients and advisors through a familial and inclusive approach. We believe in building lasting relationships founded on trust, transparency, and a shared vision of success. KICKSTART YOUR ENTREPRENEURIAL JOURNEY TODAY! Become part of our top-ranked team of insurance advisors and shape your future. Send your resume to careers@novellawealth.com to apply!

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Novella Wealth revenue & valuation

Annual revenue$2,652,205
Revenue per employee$86,000
Estimated valuation?$8,500,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

Novella Wealth has 20 employees across 6 departments.

Departments

Number of employees

Funding Data

Novella Wealth has never raised funding before.

Novella Wealth Tech Stack

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

reCAPTCHA

reCAPTCHA

Security

Underscore.js

Underscore.js

JavaScript libraries

Elementor Header & Footer Builder

Elementor Header & Footer Builder

WordPress plugins

Site Kit

Site Kit

Analytics

WPForms

WPForms

Form builders

Swiper

Swiper

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

Facebook Chat Plugin

Facebook Chat Plugin

Live chat

Frequently asked questions

Novella Wealth is located in Richmond, British Columbia, CA.
You can reach Novella Wealth at +16043703535.
Novella Wealth was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
Novella Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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