Active Wealth Management
Financial ServicesCanada2-10 Employees
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Insights
Niche Market Focus Active Wealth Management operates within the specialized financial services sector in Canada, presenting opportunities to tailor financial technology and consulting services to meet the unique needs of wealth management firms.
Size and Growth Potential With a small team of 2-10 employees and revenues ranging from one to ten million dollars, the company offers a manageable client profile ideal for scalable solutions such as financial analytics platforms or client engagement tools.
Digital Engagement Ready The company's use of modern web technologies like JSON-LD and ZURB Foundation suggests an openness to digital solutions and improved web-based client interfaces, creating opportunities for technology providers in web enhancement and AI integration.
Financial Security and Potential Reported revenue indicates a stable financial position, making Active Wealth Management a promising prospect for financial software upgrades, compliance tools, or investment analytics that support growth and regulatory adherence.
Competitive Landscape Operating alongside similar firms such as Carlson Investments, Active Wealth Management can benefit from differentiation through customized technology integrations or strategic partnerships aimed at enhancing client experience and operational efficiency.
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
Where is Active Wealth Management's headquarters located?
Active Wealth Management's main headquarters is located at Canada. The company has employees across 1 continents, including North America. 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 Executive Advisor Cea: 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
- Headquarters
- Canada
- 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 Executive Advisor Cea- A. R.Administrative Assistant
- W. V. C.Financial Advisor
Employee Directory
1-888-653-2347 
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