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Edgepoint Wealth Management Logo
Edgepoint Wealth Management Growth Score
90
Heat Score
60
Edgepoint Wealth Management is a financial services fintech company.
Founded
obfuscation
PrivatePrivate Equity Toronto, Ontario, Canada51-100 www.edgepointwealth.com
Financial Services
FinTech
Wealth Management
Overview

Edgepoint Wealth Management
Total Funding
obfuscation
Growth Score
90
Heat Score
60

Total Funding
obfuscation
obfuscation
Private Equity raised
obfuscation
Growth Score90
-2 pts
in past quarter
Heat Score 60
-7 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 >
See more interactive data and historical milestones on desktop for the best experience

About Edgepoint Wealth Management

Edgepoint Wealth Management is a financial services fintech company.
Founded
obfuscation
PrivatePrivate Equity Toronto, Ontario, Canada51-100 www.edgepointwealth.com
Financial Services
FinTech
Wealth Management

Funding Rounds

Private Equity
OBF
in
obfuscation
Private Equity
OBF
in
obfuscation

Key People

Details

Legal Name EdgePoint Investment Group Inc.
Operating Status Active
Number of Exits 
obfuscation
Founders  Geoff MacDonald
About the Company
EdgePoint Wealth Management is a mutual fund company. They offer services that include investment management, mutual funds, advisor and investor partnerships, and wealth building.
Phone Number 416.643.5100
Predictions & Insights

Products & Services

EdgePoint Global Growth & Income Portfolio
A balanced portfolio investing in global equities and fixed income securities, with flexible asset allocation based on risk-return opportunities.
EdgePoint Canadian Growth & Income Portfolio
A balanced portfolio focused on Canadian equities and fixed income, with flexible asset allocation to optimize risk-return potential.

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Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity
obfuscation
Private Equity Round - Edgepoint Wealth Management Logo
Private Equity Round - Edgepoint Wealth Management
1
obfuscation
CymbriaPrivate Equity

Investors

Investments

Number of Investments 7
Number of Exits 
obfuscation
See investment data for this company, with details on deal size, industry, stage, and more.
Announced Date  
Organization Name  
Lead Investor  
Funding Round  
Money Raised  
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation

Investment Breakdown

Number of Investments 7
Number of Exits 
obfuscation
See investment data for this company, with details on deal size, industry, stage, and more.
Announced Date  
Organization Name  
Lead Investor  
Funding Round  
Money Raised  
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
obfuscation
New Found Gold Corp. Logo
New Found Gold Corp.
Yes
Post-IPO Equity - New Found Gold Corp. Logo
Post-IPO Equity - New Found Gold Corp.
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 2 Contacts 69

Employee Profiles

News

News and Press

News•Apr 27, 2026
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News•Mar 2, 2026
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News•Dec 18, 2025
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News•Dec 8, 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

2,666
-71.66%
 in past month

IT Spend

$670KThis year, Edgepoint Wealth Management is projected to spend $670K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
ERP Transformation Logo
ERP Transformation
100
Y Combinator Logo
Y Combinator
97
Digital Client Onboarding Logo
Digital Client Onboarding
97

Actively Used Products

24Edgepoint Wealth Management uses 24 technology products and services including HTML5, GreenSock Animation Platform, and  Facebook Comments, according to G2 Stack.

Active Website Tech Count

29Edgepoint Wealth Management is actively using 29 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.

Total IP

7Edgepoint Wealth Management has registered 7 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Edgepoint Wealth Management's headquarters? Edgepoint Wealth Management is located in Toronto, Ontario, Canada.Who invested in Edgepoint Wealth Management? Edgepoint Wealth Management is funded by Cymbria.When was the last funding round for Edgepoint Wealth Management? Edgepoint Wealth Management closed its last funding round on
obfuscation
from a Private Equity round.Who are Edgepoint Wealth Management's competitors? Alternatives and possible competitors to Edgepoint Wealth Management may include Maple Leaf Funds, Ferique, and  First Trust.How much funding has Edgepoint Wealth Management raised to date? Edgepoint Wealth Management has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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