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Designed Wealth Management Logo
Designed Wealth Management CB Rank
350169
Heat Score
77
Designed Wealth Management is a wealth management firm that offers financial and investment advice.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 www.designedwealthmanagement.ca
Advice
Financial Services
Wealth Management
Overview

Designed Wealth Management
Heat Score
77

Growth Score
pts
in past quarter
Heat Score 77
13 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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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Designed Wealth Management

CB Rank
350169
Designed Wealth Management is a wealth management firm that offers financial and investment advice.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 www.designedwealthmanagement.ca
Advice
Financial Services
Wealth Management

Key People

  • Photo of Moize Goulamhoussen
    Moize Goulamhoussen: Senior Portfolio Manager and Wealth Advisor (Designed Securities)
    Past Role: RBC Capital, Portfolio Manager and Wealth Advisor (RBC Dominion Securities)

Details

Legal Name Designed Wealth Management Inc.
Operating Status Active
Company Type For Profit
Phone Number +1 833 739 9426
Contact Email info@designedwealthmanagement.ca
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Commission-based Accounts
Investment accounts where clients approve each trade and compensation is earned through embedded commissions on invested assets.
Fee-based Accounts
Investment accounts where clients approve trades and pay fees based on assets under management, excluding embedded commissions.

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 11-50 Employee Profiles 1 Contacts 38

Employee Profiles

News

News and Press

News•Jun 4, 2026
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News•Jun 4, 2026
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News•Mar 23, 2026
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News•Sep 15, 2025
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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

2,588
233.94%
 in past month

IT Spend

$205.6KThis year, Designed Wealth Management is projected to spend $205.6K on IT, according to Aberdeen.

Active Website Tech Count

2Designed Wealth Management is actively using 2 technologies for its website, according to BuiltWith. These include Common Crawl and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is Designed Wealth Management's headquarters? Designed Wealth Management is located in Toronto, Ontario, Canada.Who are Designed Wealth Management's competitors? Alternatives and possible competitors to Designed Wealth Management may include CIBC, Canaccord Genuity Group, and  PWL Capital.
Who We Are
What We Do
Helpful Links
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