62
58
Growth Score
-9 pts
Heat Score
4 pts
Company Performance Metrics
Score
Trend
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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
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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288965
Richardson Wealth provides financial and wealth management services.
- Francis Baillargeon: Chief Financial OfficerPast Role: FLO, CFO
- Julie Gallagher: President and Chief Executive OfficerPast Role: iA Wealth, Senior Vice President and Head of Investment Products & Solutions and Capital Markets
About the Company
Richardson Wealth provides financial services. They offer estate planning, tax saving strategies, insurance, retirement planning, and so on. They develop wealth-planning and financial-planning tools like My NextGen Plan through tech-enabled solutions so that their services remain relevant to the evolving needs of their clients.
