Insights

Expansion Strategy Canaccord Genuity Wealth Management is actively expanding through acquisitions, notably the recent acquisition of Wilsons Advisory in Australia, indicating a focus on broadening market reach and client base, which presents opportunities for partners offering scalable wealth management solutions.

Technological Adoption The company's use of advanced technology platforms such as Imperva Incapsula, SAP Concur, and HTTP/3 suggests an emphasis on cybersecurity, operational efficiency, and modern digital infrastructure, creating opportunities to offer tailored technology solutions or cybersecurity services.

Regulatory Challenges Recent sanctions related to anti-money laundering violations highlight a need for enhanced compliance and risk management services, making the company open to solutions that strengthen regulatory adherence and internal controls.

Financial Position With a revenue range of 1 million to 10 million USD and ongoing investment activities like private placements, there is potential to engage with their capital raising or investment facilitation needs by providing specialized financial instruments or advisory services.

Market Presence Canaccord Genuity's involvement in important industry events such as the 45th Annual Growth Conference demonstrates their active engagement in market development and networking, offering avenues to connect through event sponsorships, thought leadership, or partnership opportunities.

Punter Southall Wealth, a Canaccord Genuity Company Tech Stack

Punter Southall Wealth, a Canaccord Genuity Company uses 8 technology products and services including Imperva Incapsula, cdnjs, Slick, and more. Explore Punter Southall Wealth, a Canaccord Genuity Company's tech stack below.

  • Imperva Incapsula
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • Slick
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Windows Server
    Operating Systems
  • SAP Concur
    Travel And Expense Management
  • Bootstrap
    UI Frameworks
  • HTTP/3
    Web & Portal Technology

Media & News

Punter Southall Wealth, a Canaccord Genuity Company's Email Address Formats

Punter Southall Wealth, a Canaccord Genuity Company uses at least 2 format(s):
Punter Southall Wealth, a Canaccord Genuity Company Email FormatsExamplePercentage
First.Last@psfm.comJohn.Doe@psfm.com
87%
Last@psfm.comDoe@psfm.com
8%
First@psfm.comJohn@psfm.com
2%
First.Middle@psfm.comJohn.Michael@psfm.com
3%
FLast@canaccordgenuity.comJDoe@canaccordgenuity.com
86%
First.Last@canaccordgenuity.comJohn.Doe@canaccordgenuity.com
7%
Last@canaccordgenuity.comDoe@canaccordgenuity.com
4%
First_Last@canaccordgenuity.comJohn_Doe@canaccordgenuity.com
3%

Frequently Asked Questions

What is Punter Southall Wealth, a Canaccord Genuity Company's phone number?

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You can contact Punter Southall Wealth, a Canaccord Genuity Company'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 Punter Southall Wealth, a Canaccord Genuity Company's official website and social media links?

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Punter Southall Wealth, a Canaccord Genuity Company's official website is canaccordgenuity.com and has social profiles on LinkedIn.

What is Punter Southall Wealth, a Canaccord Genuity Company's SIC code NAICS code?

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Punter Southall Wealth, a Canaccord Genuity Company's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Punter Southall Wealth, a Canaccord Genuity Company have currently?

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As of December 2025, Punter Southall Wealth, a Canaccord Genuity Company has approximately 51 employees across 2 continents, including EuropeNorth America. Key team members include Head Of Paraplanning: C. L.Director: J. S.Regional Compliance Manager: M. T.. Explore Punter Southall Wealth, a Canaccord Genuity Company's employee directory with LeadIQ.

What industry does Punter Southall Wealth, a Canaccord Genuity Company belong to?

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Punter Southall Wealth, a Canaccord Genuity Company operates in the Financial Services industry.

What technology does Punter Southall Wealth, a Canaccord Genuity Company use?

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Punter Southall Wealth, a Canaccord Genuity Company's tech stack includes Imperva IncapsulacdnjsSlickDocuSignWindows ServerSAP ConcurBootstrapHTTP/3.

What is Punter Southall Wealth, a Canaccord Genuity Company's email format?

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Punter Southall Wealth, a Canaccord Genuity Company's email format typically follows the pattern of First.Last@psfm.com. Find more Punter Southall Wealth, a Canaccord Genuity Company email formats with LeadIQ.

When was Punter Southall Wealth, a Canaccord Genuity Company founded?

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Punter Southall Wealth, a Canaccord Genuity Company was founded in 2019.

Punter Southall Wealth, a Canaccord Genuity Company

Financial ServicesEngland, United Kingdom51-200 Employees

Now that we are a part of Canaccord Genuity Wealth Management (CGWM), our socials are following suit by joining their LinkedIn profile. As such, we will no longer be sharing updates here. To stay up to date with all the latest news, market events and insights follow /canaccord-genuity-wealth-management

https://www.linkedin.com/company/canaccord-genuity-wealth-management/

If you wish to get in touch, your dedicated contacts remain the same.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2019
Employees
51-200

Section iconFunding & Financials

  • $1M$10M

    Punter Southall Wealth, a Canaccord Genuity Company's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Punter Southall Wealth, a Canaccord Genuity Company's revenue is estimated to be in the range of $1M$10M

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