Harbourfront Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

Harbourfront Wealth Management M&A Summary

Harbourfront Wealth Management has acquired 1 company, including 1 in the last 5 years.

The Company’s most targeted sectors include financial services (100%).

Harbourfront Wealth Management Business Overview

Where is Harbourfront Wealth Management headquartered?

Harbourfront Wealth Management is headquartered in Vancouver, British Columbia.

What sector is Harbourfront Wealth Management in?

Harbourfront Wealth Management is a financial services company.

When was Harbourfront Wealth Management founded?

Harbourfront Wealth Management was founded in 2013.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Harbourfront Wealth Management

Harbourfront Wealth Management, Inc.

Royal Centre, 1800-1055 West Georgia Street, PO Box 11118,
Vancouver, British Columbia V6E 3P3
Canada,
(877) 588-6822
www.harbourfrontwealth.com

Harbourfront Wealth Management includes a registered Securities Dealer/Investment Advisory firm servicing established advisors and their high net worth clients, an Investment Fund Manager that specializes in managing sub-advised alternative investment funds and a US SEC Registered Investment Advisory firm. Harbourfront Wealth Management was formed in 2013 and is based in Vancouver, British Columbia.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Rothenberg Wealth Management, Inc. 2024-10-18 - Add-on Acquisition
Montreal, Quebec · www.rothenberg.ca
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
Canada 1 - - -
  Quebec 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

2013

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