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Chronicle Wealth Logo
Chronicle Wealth CB Rank
1629869
Heat Score
53
Chronicle Wealth is a wealth management company located in Toronto.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 www.chroniclewealth.com
Financial Services
Insurance
Wealth Management
Overview

Chronicle Wealth
Heat Score
53

Growth Score
pts
in past quarter
Heat Score 53
-20 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
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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 Chronicle Wealth

CB Rank
1629869
Chronicle Wealth is a wealth management company located in Toronto.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 www.chroniclewealth.com
Financial Services
Insurance
Wealth Management

Details

Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Independent Wealth Counsel
Provides personalized financial advice to manage, grow, and protect client wealth through a holistic and integrated approach.
Financial Planning
Develops comprehensive financial blueprints tailored to individual or family priorities and objectives.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 12
News

News and Press

News•Mar 31, 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

364

IT Spend

$308.2KThis year, Chronicle Wealth is projected to spend $308.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Remote Deposit Capture (RDC) Logo
Remote Deposit Capture (RDC)
100
Carrier Diversification Logo
Carrier Diversification
100
Prometheus Logo
Prometheus
96

Active Website Tech Count

3Chronicle Wealth is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Google Maps for Work.
Sub-Organizations
Frequently Asked Questions

Where is Chronicle Wealth's headquarters? Chronicle Wealth is located in Toronto, Ontario, Canada.Who are Chronicle Wealth's competitors? Alternatives and possible competitors to Chronicle Wealth may include Bank of Montreal, Corient, and  CI Investments.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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