WealthBridge - Crunchbase Company Profile & Funding

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Overview

WealthBridge

Heat Score

55

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About WealthBridge

CB Rank

436110

WealthBridge is a financial advisory firm that provides investment management, financial planning, and tax and estate services.

Founded

obfuscation

Private

Calgary, Alberta, Canada

wealthbridge.com/

Financial Services

Key People

John W Davis: Co-Founder & Managing Director

Details

Legal Name

WealthBridge Ltd.

Operating Status

Active

Company Type

For Profit

Founders

Phone Number

+1 403-263-6004

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

A service that manages clients' investment portfolios to meet their financial goals through asset allocation and ongoing portfolio monitoring.

Financial Planning

A service that helps clients develop comprehensive plans for managing their finances, including budgeting, retirement, and goal setting.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

John W Davis Co-Founder & Managing Director

News

News and Press

News•

May 18, 2026

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News•

May 18, 2026

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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

354

IT Spend

$1.5M

This year,

is projected to spend

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Brand Storytelling	100
Medical Technology	93
401(k) Advisor	92

Active Website Tech Count

6

is actively using

6

technologies for its website, according to BuiltWith. These include

,

CommonCrawl Top 10m

, and

Gravatar Profiles

.

Total IP

1

has

registered trademark in the '

Advertising; business

' class, according to IPqwery.

Lists Featuring This Company

Lists Featuring This Company

Canada Companies With Less Than $50M in Revenue (Top 10K)

9,945 Number of Organizations • $149.6B Total Funding Amount • 20,797 Number of Investors

Calgary Companies With More Than 50 Employees

1,531 Number of Organizations • $88.7B Total Funding Amount • 677 Number of Investors

Advice Companies With More Than 50 Employees

9,422 Number of Organizations • $55.4B Total Funding Amount • 680 Number of Investors

Calgary Companies With Less Than $50M in Revenue

4,719 Number of Organizations • $9.2B Total Funding Amount • 1,186 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

's headquarters?

is located in

Calgary, Alberta, Canada

.

Who are

's competitors? Alternatives and possible competitors to

may include

Creative Planning

,

Cerity Partners

, and

EP Wealth Advisors

.