Summary
Foundation Wealth Partners
Founded in 2018
Description
Achieve your financial goals with a refreshing new approach to wealth management creating a wealth strategy that will let you live the life you love today.
Strengths
- Foundation Wealth Partners has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Foundation Wealth Partners was founded, the company has grown faster than the industry average
Weaknesses
- N/A
Annual Revenue
Foundation Wealth Partners's annual revenue
$8606000
Based on Kona Equity data
-
Revenue per employee
$220667
-
Variance of revenue growth
0.02
-
Annual revenue growth since founding
$2151500
-
Revenue growth rate from first known quarter to current
-4.4%
Employee Count
39 employees
-
Employee growth rate from first known quarter to current
-13.3%
Executives
Mark Ting
Partner, Private Wealth Manager
m**@foundationwealth.caRoderick Walsh
Partner
r**@foundationwealth.caLisa O'Keefe
Client Relationship Manager
l**@foundationwealth.caMathew Mcdowell
Manager, Private Wealth
m**@foundationwealth.caAndrew Guy
Chief Compliance Officer
a**@foundationwealth.caJeff Gans
CEO
j**@foundationwealth.caRachel Neale
Partner
r**@foundationwealth.caKevin Shao
Partner
k**@foundationwealth.caGeoff Dunlop
Partner
g**@foundationwealth.caPhone Partners
Chief Executive Officer
p**@foundationwealth.caLisa Keefe
Client Relationship Manager
l**@foundationwealth.caLeanne Fea
Private Wealth Advisor
l**@foundationwealth.caChris Ford
Custodian
c**@foundationwealth.caG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Key Information
- Name: Foundation Wealth Partners
- Category: Financial services
- Industry: Business Management Consultant
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 6 Founded in 2018 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Foundation Wealth Partners's headquarters are located at 1128 Yonge St, Ste 300 Toronto, Ontario M4W 2L8.
Foundation Wealth Partners's official website is foundationwealth.ca
Foundation Wealth Partners's annual revenue is $8.6 M.
Foundation Wealth Partners's SIC: 62
Foundation Wealth Partners's NAICS: 523; 52.
Foundation Wealth Partners has 39 employees
Foundation Wealth Partners is in the industry of Financial services.
