TriDelta Private Wealth Revenue

Financial Services • Toronto, Ontario, Canada • 11-20 Employees

TriDelta Private Wealth revenue & valuation

Annual revenue	$4,000,000
Revenue per employee	$250,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,800,000
Total funding	No funding

Key Contact at TriDelta Private Wealth

Claire Corrie

Director, Client Services

Company overview

Headquarters	2 Sheppard Avenue East, Suite 410, Toronto, ON M2N 5Y7, CA
Phone number	+18888168927
Website	tridelta.ca
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Investment, Group Benefits, Insurance, Estate Planning, Mortgage, Tax Planning, Planned Giving
Founded	2004
Employees	11-20
Socials

TriDelta Private Wealth Email Formats

TriDelta Private Wealth uses 4 email formats. The most common is {first initial} (e.g., j@tridelta.ca), used 68.8% of the time.

Format	Example	Percentage
{first initial}	j@tridelta.ca	75%
{first name}	john@tridelta.ca	18.8%
{first name}{last name}	johndoe@tridelta.ca	6.2%

About TriDelta Private Wealth

TriDelta Private Wealth is an independent, comprehensive financial planning firm. We start with developing a coordinated, comprehensive financial plan so that your entire financial health is considered when offering advice and recommending solutions. We offer the very best investment, insurance, retirement, debt and mortgage solutions in the market with complete independence. Most importantly, we provide our clients with a better quality of life through Peace of Mind- the most valuable service we provide.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

TriDelta Private Wealth has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

TriDelta Private Wealth has never raised funding before.

TriDelta Private Wealth Tech Stack

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

reCAPTCHA

Security

Gravity Forms

Form builders

Site Kit

Analytics

Cloudflare Workers

PaaS

Hotjar

Analytics

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Frequently asked questions

TriDelta Private Wealth is located in Toronto, Ontario, CA.

You can reach TriDelta Private Wealth at +18888168927.

TriDelta Private Wealth generates an estimated annual revenue of $4,000,000. This revenue figure reflects the company's market position and business performance in its industry.

TriDelta Private Wealth has an estimated valuation of $12,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

TriDelta Private Wealth was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

TriDelta Private Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at TriDelta Private Wealth

Claire Corrie

Director, Client Services

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