Rothenberg Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Rothenberg Wealth Management Ownership

Who owns Rothenberg Wealth Management?

Rothenberg Wealth Management is owned by Harbourfront Wealth Management. It was acquired on October 18, 2024.

Rothenberg Wealth Management Business Overview

Where is Rothenberg Wealth Management headquartered?

Rothenberg Wealth Management is headquartered in Montreal, Quebec.

What sector is Rothenberg Wealth Management in?

Rothenberg Wealth Management is a financial services company.

When was Rothenberg Wealth Management founded?

Rothenberg Wealth Management was founded in 1986.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 137 acquisitions of financial services companies in 2024, including 8 acquisitions by private equity firms, and 129 by strategics.

Rothenberg Wealth Management

Rothenberg Wealth Management, Inc.

420 St. Catherine St. W.,
Montreal, Quebec H3Z 1R2
Canada,
(514) 934-0586
www.rothenberg.ca

Rothenberg Wealth Management is an independent Canadian employee-owned and client-focused investment firm, known for delivering holistic wealth planning and investment management serving thousands of Canadians from coast to coast, with offices in Montreal and Calgary. Rothenberg Wealth Management was founded in 1986 and is based in Montreal, Quebec.


Company Summary

SECTOR

Financial Services

Established

1986

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