What departments does Canvas Wealth Advisors have?

Canvas Wealth Advisors has employees across 2 departments including Operations, Finance.

What is the largest department at Canvas Wealth Advisors?

The largest department at Canvas Wealth Advisors is Finance with 3 employees.

Where are Canvas Wealth Advisors employees located globally?

Canvas Wealth Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Canvas Wealth Advisors's team size changed over time?

Canvas Wealth Advisors's team has grown from approximately 11 to 13 employees based on available data.

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Canvas Wealth Advisors Employee Directory

Financial ServicesKansas, United States11-50 Employees

Canvas Wealth Advisors provides financial planning and investment management to individuals, families, and business clients across the United States. The firm is based in Overland Park, Kansas, and avoids a one-size-fits-all strategy, opting instead to tailor wealth plans to each client’s goals. It is supported by the research and investment teams at Goldman Sachs, which informs its investment opportunities. This arrangement positions the company within the financial services landscape as an advisor that blends planning with active portfolio guidance.

Its offerings include wealth planning, family office services, investment management, business planning, risk management, and retirement planning. The firm pursues holistic financial planning that covers life from early career to retirement and beyond, serving individuals, families, and businesses nationwide.

Canvas Wealth Advisors Global Highlights

North America
16

United States Of America
16

Asia
2

India
2

Canvas Wealth Advisors's Leadership

L. R.
Chief Operating Officer
Mobile Phone
Email
K. R.
Co-Founder
Mobile Phone
Email
L. D.
Lead Financial Advisor
Mobile Phone
Email
J. M.
Wealth Advisor
Mobile Phone
Email
J. Z.
Wealth Advisor
Mobile Phone
Email

Canvas Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Other

Contact profiles from Canvas Wealth Advisors

Name

Title

Contact

Location

Last Update

L. R.
Chief Operating Officer
Mobile Phone
Email
Aug 19, 2026
K. R.
Co-Founder
Mobile Phone
Email
India, Gujarat
Jun 29, 2026
L. D.
Lead Financial Advisor
Mobile Phone
Email
Jul 26, 2024
J. M.
Wealth Advisor
Mobile Phone
Email
Sep 18, 2026
J. Z.
Wealth Advisor
Mobile Phone
Email
Aug 19, 2026

Frequently Asked Questions

What is Canvas Wealth Advisors known for?

Canvas Wealth Advisors was founded in 2019 and operates in the Financial Services industry. Explore Canvas Wealth Advisors's company overview page for more information.

What is Canvas Wealth Advisors's most common email format?

Canvas Wealth Advisors employees' email format typically follows the pattern of First@canvaswealthadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Canvas Wealth Advisors email formats with LeadIQ.

How many employees does Canvas Wealth Advisors have currently?

Canvas Wealth Advisors has approximately 12 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Canvas Wealth Advisors's key employees and leadership?

As of September 2026, Canvas Wealth Advisors's key employees include:

Chief Operating Officer: L. R.
Co-Founder: K. R.
Lead Financial Advisor: L. D.
Wealth Advisor: J. M.
Wealth Advisor: J. Z.

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Canvas Wealth Advisors Employee Directory

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