Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Castlemark Wealth Management Logo
Castlemark Wealth Management CB Rank
1550532
Heat Score
61
Castlemark Wealth Management is a wealth management firm that helps in financial, tax, estate, and insurance solutions.
Founded
obfuscation
Private Toronto, Ontario, Canada1-10 castlemarkwealth.com
Finance
Real Estate
Wealth Management
Overview

Castlemark Wealth Management
Heat Score
61

Growth Score
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
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Castlemark Wealth Management

CB Rank
1550532
Castlemark Wealth Management is a wealth management firm that helps in financial, tax, estate, and insurance solutions.
Founded
obfuscation
Private Toronto, Ontario, Canada1-10 castlemarkwealth.com
Finance
Real Estate
Wealth Management

Details

Legal Name Castlemark Wealth Management Inc.
Operating Status Active
Company Type For Profit
Phone Number 1 647.352.5735
Contact Email info@castlemarkwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients develop strategies to manage their financial resources effectively.
Tax Planning
A service designed to optimize clients' tax situations through strategic planning and advice.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News

News and Press

News•Feb 25, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

649

IT Spend

$113.2KThis year, Castlemark Wealth Management is projected to spend $113.2K on IT, according to Aberdeen.

Active Website Tech Count

25Castlemark Wealth Management is actively using 25 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Castlemark Wealth Management's headquarters? Castlemark Wealth Management is located in Toronto, Ontario, Canada.Who are Castlemark Wealth Management's competitors? Alternatives and possible competitors to Castlemark Wealth Management may include EP Wealth Advisors, Mercer Advisors, and  Savant Wealth Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(55a1db1 1)
|