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Sightline Wealth Management Logo
Sightline Wealth Management CB Rank
1703182
Heat Score
52
Sightline Wealth Management is a wealth management firm that offers investment solutions for individuals, families, and foundations.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 sightlinewealthmanagement.com
Advice
Financial Services
Wealth Management
Overview

Sightline Wealth Management
Heat Score
52

Growth Score
pts
in past quarter
Heat Score 52
-6 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 Sightline Wealth Management

CB Rank
1703182
Sightline Wealth Management is a wealth management firm that offers investment solutions for individuals, families, and foundations.
Founded
obfuscation
Private Toronto, Ontario, Canada11-50 sightlinewealthmanagement.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Sightline Wealth Management LP.
Operating Status Active
Company Type For Profit
Founders  James Fox
Phone Number +1 416 943 4383
Contact Email invest@sightlinewealthmgt.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management Services
Provides investment advisory and management services to high-net-worth individuals and institutional investors.
Advanced Tax Planning
Offers tax planning strategies to optimize clients' tax savings related to their investments.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1

Employee Profiles

News

News and Press

News•Dec 5, 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

$108.9KThis year, Sightline Wealth Management is projected to spend $108.9K on IT, according to Aberdeen.

Active Website Tech Count

28Sightline Wealth Management is actively using 28 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is Sightline Wealth Management's headquarters? Sightline Wealth Management is located in Toronto, Ontario, Canada.Who are Sightline Wealth Management's competitors? Alternatives and possible competitors to Sightline Wealth Management may include Wealthsimple, Connor, Clark & Lunn Infrastructure, and  Purpose Investments.
Who We Are
What We Do
Helpful Links
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