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
ValueTrend Wealth Management Logo
ValueTrend Wealth Management CB Rank
2093958
Heat Score
48
ValueTrend Wealth Management is a wealth management firm that offers stock, bond investing, and retirement planning services.
Founded
obfuscation
Private Barrie, Ontario, Canada1-10 www.valuetrend.ca
Finance
Retirement
Risk Management
Wealth Management
Overview

ValueTrend Wealth Management
Heat Score
48

Growth Score
pts
in past quarter
Heat Score 48
1 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 ValueTrend Wealth Management

CB Rank
2093958
ValueTrend Wealth Management is a wealth management firm that offers stock, bond investing, and retirement planning services.
Founded
obfuscation
Private Barrie, Ontario, Canada1-10 www.valuetrend.ca
Finance
Retirement
Risk Management
Wealth Management

Key People

Details

Legal Name ValueTrend Wealth Management Inc.
Operating Status Active
Company Type For Profit
Founders  Keith Richards
Phone Number +1 888 721 8736
Contact Email info@valuetrend.ca
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
Management of investment portfolios focusing on risk-informed, steady growth for clients with significant assets.
Stock Investing
Investment in stocks using a combination of technical and fundamental analysis to identify opportunities and manage risk.

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 Employee Profiles 1 Contacts 2

Employee Profiles

News

News and Press

News•May 5, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 21, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Nov 25, 2024
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

13,204
357.36%
 in past month

IT Spend

$351.6KThis year, ValueTrend Wealth Management is projected to spend $351.6K on IT, according to Aberdeen.

Active Website Tech Count

7ValueTrend Wealth Management is actively using 7 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Person Schema.

Total IP

1ValueTrend Wealth Management has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is ValueTrend Wealth Management's headquarters? ValueTrend Wealth Management is located in Barrie, Ontario, Canada.Who are ValueTrend Wealth Management's competitors? Alternatives and possible competitors to ValueTrend Wealth Management may include Allianz Global Investors, Dubeau Capital, and  Global Wealth Builders.
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)
|