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Basis Wealth Logo
Basis Wealth CB Rank
2083570
Heat Score
41
Basis Wealth is an investment advisory firm that specializes in financial planning and employee benefits planning.
Private Toronto, Ontario, Canada1-10 basiswealth.com
Consulting
Employee Benefits
Financial Services
Professional Services
Overview

Basis Wealth
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-8 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
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About Basis Wealth

CB Rank
2083570
Basis Wealth is an investment advisory firm that specializes in financial planning and employee benefits planning.
Private Toronto, Ontario, Canada1-10 basiswealth.com
Consulting
Employee Benefits
Financial Services
Professional Services

Key People

Details

Legal Name BASIS WEALTH INC.
Operating Status Active
Company Type For Profit
Founders  Ed Postrozny
Phone Number 1 416 552 3004
Contact Email info@basiswealth.ca
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 9

Employee Profiles

News

News and Press

News•Apr 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

IT Spend

$273KThis year, Basis Wealth is projected to spend $273K on IT, according to Aberdeen.

Active Website Tech Count

27Basis Wealth is actively using 27 technologies for its website, according to BuiltWith. These include Apple Mobile Web Clips Icon, Google Font API, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is Basis Wealth's headquarters? Basis Wealth is located in Toronto, Ontario, Canada.Who are Basis Wealth's competitors? Alternatives and possible competitors to Basis Wealth may include HUB International, Gallagher, and  Eckler.
Who We Are
What We Do
Helpful Links
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