Insights

Strong Market Position Newport Private Wealth manages over 6 billion CAD in assets, serving a diverse high-net-worth client base across Canada, indicating significant market penetration and potential for cross-selling tailored financial solutions.

Digital Engagement The recent launch of the Personal Financial Checklist and the company’s active website suggest a focus on enhancing client engagement through digital tools, opening opportunities for advanced financial planning products and online advisory services.

Expansion Initiatives Recent expansion into Calgary demonstrates growth ambitions and a possible interest in acquiring local wealth management solutions or establishing strategic partnerships within new markets.

Acquisition Backing Being acquired by NFP Corp. for 4.3 billion CAD highlights a strong financial backing and potential for increased investment in innovative wealth management offerings, presenting sales prospects in technology and investment solutions.

Technology Utilization Utilization of tools like Google Analytics and cloud-based services indicates an openness to leveraging technology, which could translate into opportunities for selling advanced data analytics, digital platforms, or cybersecurity solutions tailored for wealth management firms.

Similar companies to Newport Private Wealth

Newport Private Wealth Tech Stack

Newport Private Wealth uses 8 technology products and services including Cloudflare, CookieYes, CookieScript, and more. Explore Newport Private Wealth's tech stack below.

  • Cloudflare
    Content Management System
  • CookieYes
    Cookie Compliance
  • CookieScript
    Cookie Compliance
  • MySQL
    Database
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Newport Private Wealth's Email Address Formats

Newport Private Wealth uses at least 1 format(s):
Newport Private Wealth Email FormatsExamplePercentage
FLast@newportprivatewealth.caJDoe@newportprivatewealth.ca
49%
Last@newportprivatewealth.caDoe@newportprivatewealth.ca
1%
FLast@newportprivatewealth.caJDoe@newportprivatewealth.ca
49%
Last@newportprivatewealth.caDoe@newportprivatewealth.ca
1%

Frequently Asked Questions

Where is Newport Private Wealth's headquarters located?

Minus sign iconPlus sign icon
Newport Private Wealth's main headquarters is located at 469 King Street West 4th Floor Toronto, Ontario m5v 1k4 Canada. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Newport Private Wealth's phone number?

Minus sign iconPlus sign icon
You can contact Newport Private Wealth'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 Newport Private Wealth's official website and social media links?

Minus sign iconPlus sign icon
Newport Private Wealth's official website is newportprivatewealth.ca and has social profiles on LinkedIn.

What is Newport Private Wealth's SIC code NAICS code?

Minus sign iconPlus sign icon
Newport Private Wealth's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Newport Private Wealth have currently?

Minus sign iconPlus sign icon
As of February 2026, Newport Private Wealth has approximately 92 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Marketing Officer: E. P.Chief Compliance Officer: P. B.Vice President Of Finance: K. C.. Explore Newport Private Wealth's employee directory with LeadIQ.

What industry does Newport Private Wealth belong to?

Minus sign iconPlus sign icon
Newport Private Wealth operates in the Financial Services industry.

What technology does Newport Private Wealth use?

Minus sign iconPlus sign icon
Newport Private Wealth's tech stack includes CloudflareCookieYesCookieScriptMySQLModernizrjQuery MigrateGoogle Tag ManagerGoogle Analytics.

What is Newport Private Wealth's email format?

Minus sign iconPlus sign icon
Newport Private Wealth's email format typically follows the pattern of FLast@newportprivatewealth.ca. Find more Newport Private Wealth email formats with LeadIQ.

When was Newport Private Wealth founded?

Minus sign iconPlus sign icon
Newport Private Wealth was founded in 2001.

Newport Private Wealth

Financial ServicesOntario, Canada51-200 Employees

Newport Private Wealth is one of Canada's leading private wealth management firms serving individuals and families from coast to coast.

Having money means more choices and more decisions. Investment decisions are only part of what’s needed to preserve and enhance wealth. It’s also about taking a wide angle view—on all issues that impact your net worth and your well being. And it’s about knowing you’re getting the best advice, from financial advisors you trust to work in your best interests. 

Since 2001 Newport Private Wealth has helped hundreds of high-net-worth Canadian families protect and enhance wealth through professional investment management and wealth management. Its services are delivered through a team of multi-disciplined professionals who have expertise in discretionary investment management, financial planning, insurance and estate planning and corporate finance. 

Newport Private Wealth’s investment platform is unique for its exceptional diversification in 13 asset categories and access to independent specialized expertise. Independent managers are retained for specific asset classes. These factors provide stability and generate returns that are less dependent on the stock market. 

Newport Private Wealth manages over $6.0 billion of assets on behalf of several hundred client families with diverse wealth interests.

Section iconCompany Overview

Headquarters
469 King Street West 4th Floor Toronto, Ontario m5v 1k4 Canada
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Newport Private Wealth's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Newport Private Wealth's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.