Insights

Strong Customer Focus Richardson Wealth emphasizes personalized client relationships and high standards of client care, presenting opportunities to promote advanced customer engagement platforms and tailored digital solutions that enhance client experience and retention.

Recognition & Culture Repeated awards for workplace excellence and inclusivity highlight the company's commitment to a positive, collaborative environment, creating potential for HR tech, employee engagement solutions, and workplace wellness services.

Strategic Integrations The recent integration with CapIntel's advisor platform signals openness to innovative financial technology solutions, opening doors for partnerships with fintech providers to enhance portfolio management and financial planning tools.

Growth & Expansion With a revenue range of up to $500 million and a sizable employee base, Richardson Wealth is poised for expansion, presenting opportunities to offer scalable wealth management software, compliance tools, and operational efficiencies for larger firms.

Technology Adoption Utilization of advanced tech stacks like Oracle, Azure, and PowerShell indicates a tech-savvy organization open to further digital transformation, making it a promising target for cloud security solutions, data analytics, and AI-driven advisory tools.

Richardson Wealth Tech Stack

Richardson Wealth uses 8 technology products and services including Linkedin Insight Tag, MySQL, Microsoft Outlook, and more. Explore Richardson Wealth's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • MySQL
    Database
  • Microsoft Outlook
    Email
  • Ceridian
    Enterprise
  • Oracle
    Enterprise
  • Microsoft Azure
    Platform As A Service
  • Microsoft Sentinel
    Security
  • PowerShell
    Security

Media & News

Richardson Wealth's Email Address Formats

Richardson Wealth uses at least 2 format(s):
Richardson Wealth Email FormatsExamplePercentage
First.Last@richardsongmp.comJohn.Doe@richardsongmp.com
85%
FLast@richardsongmp.comJDoe@richardsongmp.com
10%
First.Middle@richardsongmp.comJohn.Michael@richardsongmp.com
2%
FirstL@richardsongmp.comJohnD@richardsongmp.com
2%
FMiddleLast@richardsongmp.comJMichaelDoe@richardsongmp.com
1%
First.Last@richardsonwealth.comJohn.Doe@richardsonwealth.com
94%
Last@richardsonwealth.comDoe@richardsonwealth.com
3%
Last.First@richardsonwealth.comDoe.John@richardsonwealth.com
1%
First.Middle@richardsonwealth.comJohn.Michael@richardsonwealth.com
2%

Frequently Asked Questions

What is Richardson Wealth's phone number?

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You can contact Richardson 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 Richardson Wealth's official website and social media links?

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Richardson Wealth's official website is richardsonwealth.com and has social profiles on LinkedIn.

What is Richardson Wealth's NAICS code?

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Richardson Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Richardson Wealth have currently?

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As of December 2025, Richardson Wealth has approximately 922 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Cfo, Rwl; Vp Finance, Rf Capital: A. A.Chief Financial Officer: F. B.Chief Financial Officer And Corporate Secretary: E. M.. Explore Richardson Wealth's employee directory with LeadIQ.

What industry does Richardson Wealth belong to?

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Richardson Wealth operates in the Financial Services industry.

What technology does Richardson Wealth use?

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Richardson Wealth's tech stack includes Linkedin Insight TagMySQLMicrosoft OutlookCeridianOracleMicrosoft AzureMicrosoft SentinelPowerShell.

What is Richardson Wealth's email format?

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Richardson Wealth's email format typically follows the pattern of First.Last@richardsongmp.com. Find more Richardson Wealth email formats with LeadIQ.

Richardson Wealth

Financial ServicesOntario, Canada501-1000 Employees

Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.

We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.

We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.


Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.

Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.

Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $250M$500M

    Richardson Wealth's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Richardson Wealth's revenue is estimated to be in the range of $250M$500M

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