Insights

Small Firm Opportunity Active Wealth Management is a small financial services firm with a lean team and a revenue range of 1M-10M, indicating potential for scalable services such as advisory technology, outsourced compliance, and cost-effective portfolio solutions.

Tech Modernization Current tech stack includes MySQL, Backbone.js, jQuery, and IIS, suggesting openness to modernization services such as migrating to modern front-end frameworks, cloud hosting, data warehousing, and security hardening.

Digital Engagement Limited online presence and LinkedIn emphasis imply opportunities for marketing automation, customer onboarding platforms, CRM integration, and digital client onboarding to enhance growth.

Growth Partners Revenue visibility and comparable peers show room for strategic partnerships in asset management, financial planning tools, or outsourced services to support regional expansion and client acquisition.

Competitive Positioning Operating alongside small peers with varied revenues, Active Wealth Management could benefit from benchmarking, performance analytics services, and competitive intelligence to differentiate offerings.

Active Wealth Management Tech Stack

Active Wealth Management uses 8 technology products and services including MySQL, Backbone.js, OWL Carousel, and more. Explore Active Wealth Management's tech stack below.

MySQL

Database

Backbone.js

Javascript Frameworks

OWL Carousel

Javascript Libraries

jQuery

Javascript Libraries

jQuery Mobile

Mobile Frameworks

Animate.css

UI Frameworks

Microsoft IIS

Web Servers

Slippry

Web Tools And Plugins

Active Wealth Management Email Formats	Example	Percentage
LastFirst@awmi.ca	DoeJohn@awmi.ca	33%
FirstMiddleLas@awmi.ca	JohnMichaelDoe@awmi.ca	34%
FirstLast@awmi.ca	JohnDoe@awmi.ca	33%

Active Wealth Management Email Formats

Example

Percentage

LastFirst@awmi.ca

DoeJohn@awmi.ca

33%

FirstMiddleLas@awmi.ca

JohnMichaelDoe@awmi.ca

34%

FirstLast@awmi.ca

JohnDoe@awmi.ca

33%

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-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

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.

How much revenue does Active Wealth Management generate?

As of July 2026, Active Wealth Management's annual revenue is estimated to be $1M - $10M.

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 July 2026, 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 MySQLBackbone.jsOWL CarouseljQueryjQuery MobileAnimate.cssMicrosoft IISSlippry.

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.

Active Wealth Management

Q: What is Active Wealth Management's official website and social media links?

Active Wealth Management's official website is awmi.ca. Active Wealth Management has social profiles on LinkedIn.

Q: How many employees does Active Wealth Management have currently?

Active Wealth Management has approximately 3 employees.

Q: What technology does Active Wealth Management use?

Active Wealth Management's tech stack includes Font Awesome, Apache, Twemoji, Really Simple SSL & Security, prettyPhoto.

Q: What is Active Wealth Management's NAICS code?

Active Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesCanada2-10 Employees

Active Wealth Management is a financial services company based in Canada. The organization has a small workforce, with 2 to 10 employees. The company maintains a website at https://awmi.ca. No details are provided in the available information about its specific products or services. Reported revenue falls within the range of $1 million to $10 million.

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