Active Wealth Management
Financial ServicesCanada2-10 Employees
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Insights
Niche Market Focus Active Wealth Management operates within a specialized segment of the financial services industry, suggesting opportunities for targeted financial technology solutions, compliance services, and client acquisition tools tailored to wealth management practices.
Growing Revenue Range With annual revenues between one and ten million dollars, there is potential for upselling advanced financial analytics, CRM systems, or scalable technology solutions to support business expansion and client management.
Emerging Small Firm As a small team of 2 to 10 employees, the company is likely receptive to vendor relationships offering cost-effective, easy-to-deploy digital tools, training services, or automation solutions to boost operational efficiency.
Technology Stack Utilizing modern web technologies and APIs indicates an openness to digital transformation, presenting opportunities to introduce innovative fintech integrations, cybersecurity enhancements, or mobile app development.
Competitive Landscape Positioned alongside similar firms like Nova Capital Partners and Carlson Investments, Active Wealth Management can benefit from strategic partnerships, co-marketing efforts, or industry-specific platforms to increase market visibility and client outreach.
Active Wealth Management Tech Stack
Active Wealth Management uses 8 technology products and services including RSS, Google Fonts API, JSON-LD, and more. Explore Active Wealth Management's tech stack below.
- RSSContent Management System
- Google Fonts APIFont Scripts
- JSON-LDJavascript Frameworks
- ModernizrJavascript Libraries
- SWFObjectMiscellaneous
- ZURB FoundationUI Frameworks
- Apache HTTP ServerWeb Servers
- jQuery.scrollToWeb Tools And Plugins
Media & News
Active Wealth Management's Email Address Formats
Active Wealth Management uses at least 1 format(s):
| Active Wealth Management Email Formats | Percentage |
| LastFirst@awmi.ca | 25% |
| FirstMiddleLas@awmi.ca | 25% |
| FirstLast@awmi.ca | 25% |
| LastFirst@awmi.ca | 25% |
Frequently Asked Questions
What is Active Wealth Management's phone number?
You can contact Active Wealth Management's main corporate office by phone at +1-903-455-****
What is Active Wealth Management's official website and social media links?
Active Wealth Management's official website is awmi.ca and has social profiles on LinkedIn.What is Active Wealth Management's NAICS code?
Active Wealth Management's NAICS code is 52 - Finance and Insurance.How many employees does Active Wealth Management have currently?
As of December 2025, Active Wealth Management has approximately 3 employees across 1 continents, including North America. Key team members include Partner/Agent: F. A.Certified Professional Consultant On Aging, Cpca: L. B.Administrative Assistant: A. R.. Explore Active Wealth Management's employee directory with LeadIQ.What industry does Active Wealth Management belong to?
Active Wealth Management operates in the Financial Services industry. What technology does Active Wealth Management use?
Active Wealth Management's tech stack includes RSSGoogle Fonts APIJSON-LDModernizrSWFObjectZURB FoundationApache HTTP ServerjQuery.scrollTo. What is Active Wealth Management's email format?
Active Wealth Management's email format typically follows the pattern of LastFirst@awmi.ca. Find more Active Wealth Management email formats with LeadIQ. 
Company Overview
- Phone number
- +1-903-455-****
- Website
- awmi.ca
- NAICS Code
- 52 - Finance and Insurance
- Employees
- 2-10
Funding & Financials
- $1M$10M
Active Wealth Management's revenue is estimated to be in the range of $1M$10M
Funding & Financials
- $1M$10M
Active Wealth Management's revenue is estimated to be in the range of $1M$10M
Company Leadership
F. A.Partner/Agent
L. B.Certified Professional Consultant On Aging, Cpca- A. R.Administrative Assistant
- W. V. C.Financial Advisor
Employee Directory
1-888-653-2347 
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