Nicola Wealth Management

company

About

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.

  • 251 - 500

Details

Industries
Consulting,Finance,Financial Services,Risk Management,Wealth Management
Founded date
Jan 1, 1994
Number Of Employee
251 - 500
Operating Status
Active
Investor Type
PE

Nicola Wealth Management offers sophisticated wealth management strategies that help high net worth individuals reach their financial goals.

With locations in the Lower Mainland (Vancouver and Richmond offices), the Okanagan (Kelowna office), and the Greater Toronto Area (Toronto office), Nicola Wealth provides executives, business owners and incorporated individuals across Canada with the full-service, integrated approach they require.

Investments

Number of Investments
Number of Lead Investments
4
1
Nicola Wealth Management has made 4 investments. Their most recent investment was on Feb 1, 2022, when RenoRun raised $181M.
Date Company Name
Round Money Raised Industry Lead Investor
Feb 1, 2022 RenoRun
Series B $181M Building Material
May 27, 2021 Vendasta
Series D $119.50M Advertising
May 10, 2016 WealthBar
Series Unknown $5.50M Finance Yes
Sep 24, 2013 WealthBar
Seed Finance