Insights

Advisor Integration Opportunity CI Assante Wealth Management's recent partnership with Appway and SANS Institute showcases a focus on digital transformation. This presents an opportunity for tech companies specializing in financial services integration or cybersecurity solutions to offer their services to Assante advisors and enhance their digital capabilities.

Client Platform Enhancement The launch of Assante Connect in collaboration with WealthBar Financial Services indicates a commitment to enhancing the client experience through online investing platforms. This signals an opportunity for software developers or fintech companies to collaborate with Assante Wealth Management in further developing digital solutions for their clients.

Wealth Management Tools Development Assante's extensive pool of professional advisors managing over $46 billion in wealth presents a prime market for companies offering innovative wealth management tools and software solutions. Developing customizable tools tailored to Assante advisors' needs could lead to partnerships and increased adoption among their clientele.

Financial Integration Solutions As a subsidiary of CI Financial Corp., Assante Wealth Management is part of a leading global investment company. This connection offers an opportunity for financial software providers specializing in data integration, performance tracking, or portfolio management solutions to collaborate with Assante in streamlining financial processes for their advisors.

Competitive Intelligence Services In the competitive landscape with firms like BMO Private Wealth and TD Wealth, Assante Wealth Management may benefit from strategic alliances with companies offering competitive intelligence services. Providing insights on market trends, customer behaviors, and competitor analysis can help Assante stay ahead in the wealth management sector.

CI Assante Wealth Management Tech Stack

CI Assante Wealth Management uses 8 technology products and services including DoubleClick, Drupal, Salesforce, and more. Explore CI Assante Wealth Management's tech stack below.

  • DoubleClick
    Ad Exchanges
  • Drupal
    Content Management System
  • Salesforce
    Customer Relationship Management
  • DreamWeaver
    Editors
  • Google
    Miscellaneous
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Linkedin
    Widgets

CI Assante Wealth Management's Email Address Formats

CI Assante Wealth Management uses at least 1 format(s):
CI Assante Wealth Management Email FormatsExamplePercentage
FLast@assante.comJDoe@assante.com
94%
First.Last@assante.comJohn.Doe@assante.com
4%
FiLast@assante.comJoDoe@assante.com
1%
FMiddleLast@assante.comJMichaelDoe@assante.com
1%

Frequently Asked Questions

Where is CI Assante Wealth Management's headquarters located?

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CI Assante Wealth Management's main headquarters is located at 15 York Street Toronto, Ontario M5J 0A3 CA. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is CI Assante Wealth Management's phone number?

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You can contact CI Assante Wealth Management's main corporate office by phone at . 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 CI Assante Wealth Management's official website and social media links?

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CI Assante Wealth Management's official website is assante.com and has social profiles on LinkedIn.

How much revenue does CI Assante Wealth Management generate?

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As of November 2024, CI Assante Wealth Management's annual revenue reached $750M.

What is CI Assante Wealth Management's SIC code NAICS code?

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CI Assante Wealth Management's SIC code is 6720 - Investment Offices NAICS code is 236220 - Commercial and Institutional Building Construction.

How many employees does CI Assante Wealth Management have currently?

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As of November 2024, CI Assante Wealth Management has approximately 1.3K employees across 5 continents, including North AmericaEuropeAsia. Key team members include Vice President | Senior Financial Advisor | Branch Owner: R. M. S. F. A.Head Of Impact: P. C. S.Owner, President Assante Dorval: P. P.. Explore CI Assante Wealth Management's employee directory with LeadIQ.

What industry does CI Assante Wealth Management belong to?

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CI Assante Wealth Management operates in the Financial Services industry.

What technology does CI Assante Wealth Management use?

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CI Assante Wealth Management's tech stack includes DoubleClickDrupalSalesforceDreamWeaverGooglePHPGoogle Tag ManagerLinkedin.

What is CI Assante Wealth Management's email format?

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CI Assante Wealth Management's email format typically follows the pattern of . Find more CI Assante Wealth Management email formats with LeadIQ.

When was CI Assante Wealth Management founded?

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CI Assante Wealth Management was founded in 1995.
CI Assante Wealth Management

CI Assante Wealth Management

Financial ServicesOntario, Canada1001-5000 Employees

CI Assante Wealth Management is one of the largest wealth management firms in Canada, supporting 900 professional advisors who oversee over $46 billion of wealth for Canadian families and business owners. Assante is a subsidiary of CI Financial Corp., a leading global diversified investment company.

Find an Assante advisor near you today: www.assante.com/findmyadvisor  
For legal and regulatory information, visit assante.com/legal.

Section iconCompany Overview

Headquarters
15 York Street Toronto, Ontario M5J 0A3 CA
Phone number
SIC Code
6720 - Investment Offices
NAICS Code
236220 - Commercial and Institutional Building Construction
Founded
1995
Employees
1001-5000

Section iconFunding & Financials

  • $100M$1B

    CI Assante Wealth Management's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    CI Assante Wealth Management's revenue is in the range of $100M$1B

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