Wellington-Altus Attracts Additional Capital to Fuel Parabolic Growth

Funding Rounds

Summary

"Weve experienced tremendous growth over the past six years, and this investment enables us to bring even more outstanding wealth management practices into the fold," says Shaun Hauser, Founder & CEO of Wellington-Altus. "We are fortunate to have an experienced, quality partner in this venture with Cynosure an organization that uniquely understands the dynamics of the business and the importance of delivering an unparalleled experience to our clients and advisors. ""With our sights set on our next medium-term goal of $50 billion in assets, this marks an important inflection point in our company," says Wellington-Altus Founder & Chair, Charlie Spiring. Cynosures collaborative solutions focus on alternative asset classes that range from select direct investment opportunities in profitable small to mid-sized companies, to comprehensive portfolio construction and allocations. To find out more about Cynosure, please visit their website: https://cynosuregroup.com/.For further information: For Media Inquiries: Kristy Kenny, Senior Manager, Marketing Communications, Wellington-Altus, 647.977.2069, [email protected]

$ Funding

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Amount $40.0M Total raised
Date December 7, 2023 Announcement date
Investors The Cynosure Group Lead investors
Company https://www.wellington-altus.ca Funded company

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