


Zelos Investment Counsel Revenue
Investment Management • Calgary, Alberta, Canada • 1-10 Employees
Zelos Investment Counsel revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Zelos Investment Counsel
Pamela Coquet
Director of Business Advisory & Financial Planning
Company overview
| Headquarters | 606 4 St SW, 11th Floor, Calgary, Alberta T2P 1T1, CA |
| Phone number | +15878851940 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Managed Accounts, Investment Banking, Angel Investing, Venture Capital, Private Equity, Wealth Management, Impact Investing, Capital Raising, Technology, Investment, Portfolio Management, Alternative Investments, Hedge Funds, Investment Management, Philanthropy, ESG, Legacy Planning, Cio Services, Cannabis, Halal, Exempt Market Offerings, Shariah |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Zelos Investment Counsel Email Formats
Zelos Investment Counsel uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@zelosglobal.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@zelosglobal.com | 100% |
About Zelos Investment Counsel
Zelos Investment Counsel is a registered trademark of Zelos Capital Ltd.("Zelos") Zelos is an independent boutique private wealth management firm. We provide high net worth individuals and affluent families with institutional-quality portfolio management services. Through our proprietary pooling structure, we build robust and diversified multi-asset portfolios. We selectively augment client portfolios with bespoke alternative investments and private offerings on a non-discretionary basis and customize portfolios for specific objectives such as shariah compliance and ESG-focused portfolios. In addition, Zelos provides a full range of financial advisory services to lower-middle market companies such as strategy definition, equity and debt capital raising, idea-driven merger and acquisition advisory, investor relations, and ad hoc project consulting services.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Zelos Investment Counsel has never raised funding before.
Zelos Investment Counsel Tech Stack
Discover the technologies and tools that power Zelos Investment Counsel's digital infrastructure, from frameworks to analytics platforms.
Analytics
JavaScript libraries
Analytics
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Programming languages
Blogs
Frequently asked questions
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