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Canter Wealth Logo
Canter Wealth Growth Score
88
CB Rank
116088
Heat Score
61
Canter Wealth is a banking and financial services firm that provides financial planning and investment management services.
Founded
obfuscation
PrivateVenture - Series Unknown La Jolla, California, United States1-10 canterwealth.com
Asset Management
Finance
Financial Services
Impact Investing
Wealth Management
Overview

Canter Wealth
Total Funding
obfuscation
Growth Score
88
Heat Score
61

Total Funding
obfuscation
obfuscation
Venture - Series Unknown raised
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Growth Score88
-3 pts
in past quarter
Heat Score 61
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Canter Wealth

CB Rank
116088
Canter Wealth is a banking and financial services firm that provides financial planning and investment management services.
Founded
obfuscation
PrivateVenture - Series Unknown La Jolla, California, United States1-10 canterwealth.com
Asset Management
Finance
Financial Services
Impact Investing
Wealth Management

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation
Debt Financing
OBF
in
obfuscation
Venture - Series Unknown
OBF
in
obfuscation

Key People

Details

Legal Name Canter Wealth Holdco, LLC
Operating Status Active
Company Type For Profit
Founders  Andrew Canter
About the Company
Canter Wealth is a banking and financial services firm that provides financial planning and investment management services. The company was founded in 2016 and is headquartered in La Jolla, California, United States.
Phone Number 858.812.7550
Contact Email info@canterwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

Financial Planning Services
Services that help clients create comprehensive financial plans tailored to their life goals, including retirement, tax, estate, and risk management planning.
Investment Management Services
Management of client investment portfolios using diversified, evidence-based strategies to pursue expected returns while managing risk and costs.

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Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
—
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— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
—
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— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
—
obfuscation
— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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obfuscation
— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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— Venture - Series Unknown
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Venture Round - Canter Wealth Logo
Venture Round - Canter Wealth
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— Venture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,032
95.83%
 in past month

IT Spend

$82.3KThis year, Canter Wealth is projected to spend $82.3K on IT, according to Aberdeen.
Sub-Organizations
Frequently Asked Questions

Where is Canter Wealth's headquarters? Canter Wealth is located in La Jolla, California, United States.When was the last funding round for Canter Wealth? Canter Wealth closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are Canter Wealth's competitors? Alternatives and possible competitors to Canter Wealth may include Standard Chartered Bank, CAPTRUST, and  Creative Planning.How much funding has Canter Wealth raised to date? Canter Wealth has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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