Nicola Wealth

About Nicola Wealth

Nicola Wealth provides bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada, focusing on security, clarity, and confidence in navigating the complexities of legacy building and financial planning.

Products & Services

Integrated Planning:Comprehensive financial planning services for wealth management and legacy building.

Real Estate:Investment in income-producing properties across Canada and the U.S. using disciplined criteria for stability.

Private Capital:Access to private investment opportunities and co-investments through strong partner networks.

Public Assets:Investment in high-caliber global companies within a diversified portfolio.

Business Owners Services:Tailored wealth management solutions for business owners focusing on innovation in wealth strategies.

Individuals & Families Services:Sophisticated planning services to grow and share personal and family legacies.

Institutional Services:Multi-asset investment approaches for institutions to protect and grow assets.

Specialties

Wealth Management Asset Management Private Capital Real Estate Investment Public Asset Investment Legacy Planning Diversified Asset Allocation

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Closed-End Fund T: - FT: Closed-End Fund	A: 100000000 MR: - FA: over $100 million USD FAN: 100000000	D: 2023-12-07 FD: 2023-12-07	-

Closed-End Fund Latest

2023-12-07

$100.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

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Mock Up

Team & Leadership

J

John Nicola

Recent News

Nicola Wealth Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised