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Cwb Wealth Management Logo
Cwb Wealth Management CB Rank
1276810
Heat Score
49
CWB Wealth Management is a financial Service company.
Founded
obfuscation
Private Edmonton, Alberta, Canada101-250 www.cwbwealth.com
Finance
Financial Services
Overview

Cwb Wealth Management
Heat Score
49

Growth Score
pts
in past quarter
Heat Score 49
-27 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 Cwb Wealth Management

CB Rank
1276810
CWB Wealth Management is a financial Service company.
Founded
obfuscation
Private Edmonton, Alberta, Canada101-250 www.cwbwealth.com
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Advisory
A service providing personalized financial planning and wealth management advice tailored to individual clients' needs.
Investment Management
Management of investment portfolios including discretionary portfolio management and access to mutual fund solutions.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Contacts 80
News

News and Press

News•Mar 9, 2026
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News•Oct 8, 2025
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News•Jun 27, 2025
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News•Mar 19, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

496
25.89%
 in past month

IT Spend

$2.8MThis year, Cwb Wealth Management is projected to spend $2.8M on IT, according to Aberdeen.

Actively Used Products

6Cwb Wealth Management uses 6 technology products and services including HTML5, Google Drive, and  Cloudflare CDN, according to G2 Stack.

Active Website Tech Count

13Cwb Wealth Management is actively using 13 technologies for its website, according to BuiltWith. These include DNSSEC, Cloudflare CDN, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Cwb Wealth Management's headquarters? Cwb Wealth Management is located in Edmonton, Alberta, Canada.Who are Cwb Wealth Management's competitors? Alternatives and possible competitors to Cwb Wealth Management may include CIBC, Bank of Montreal, and  Canaccord Genuity Group.
Who We Are
What We Do
Helpful Links
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