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Palos Wealth Management

Palos Wealth Management Email Formats

Investment ManagementFlag of CA1812-1 Place Ville Marie, Montreal, Canada21-50 Employees

Palos Wealth Management Email Formats

Palos Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@palos.ca), used 63.2% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@palos.ca
63.2%
{first name}{last name}
johndoe@palos.ca
36.8%

Key Contacts at Palos Wealth Management

Flag of CA

Valerie Marquis

Director - Advisor Recruitment & Partnerships

Flag of CA

Marija Zivkovic

Director Of Communications

Company overview

Headquarters1812-1 Place Ville Marie, Montreal, QC H3B 4A9, CA
Website
NAICS5231
SIC672
Keywords
Financial Services, Wealth Management, Merchant Banking, Estate Planning, Dividend Investment Funds
Founded2001
Employees21-50
Socials

About Palos Wealth Management

Our mission is to grow, sustain and protect our clients’ wealth through exceptional investment management and client service. However, the true cornerstone of our business is trust. We recognize that investors have many options when it comes to whom they choose to manage their wealth. Earning your trust begins with our commitment to always operate with utmost integrity and transparency. Palos Wealth Management Inc. and Palos Management Inc. offer financial services in Canada and the U.S., including independent wealth management and multi-client family office services, management of private and public funds, and merchant banking service.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
Manager
C-Suite

Employees by Department

Palos Wealth Management has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

Palos Wealth Management has never raised funding before.

Palos Wealth Management Tech Stack

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

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WP Rocket

WP Rocket

Caching

WordPress

WordPress

Blogs

Swiper

Swiper

JavaScript libraries

jQuery UI

jQuery UI

JavaScript libraries

MySQL

MySQL

Databases

Elementor

Elementor

Page builders

RSS

RSS

Miscellaneous

Google Font API

Google Font API

Font scripts

Frequently asked questions

Palos Wealth Management is located in 1812-1 Place Ville Marie, Montreal, CA.
Palos Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Palos Wealth Management 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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