Richter
Richter is a privately held Canadian business advisory and family office firm founded in 1926, operating through an integrated two-platform model serving business owners and high-net-worth families across Montreal, Toronto, and Chicago with 75 partners and 700+ professionals.
- Company typePrivate
- Founded1926
- HeadquartersMontréal, Canada
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Richter does
Richter is a privately held Canadian business advisory and family office firm headquartered in Montreal, founded in 1926 as an accounting firm and now operating as Canada's only Business Family Office with full-service offices in Montreal, Toronto, and Chicago. The firm employs 75 partners and over 700 professionals, operating through a unique two-platform integrated model: a Business Advisory platform offering business strategy, valuation, transaction advisory, tax, audit and assurance, litigation support, fraud risk management, cybersecurity, digital transformation, and crisis management; and a Family Office platform delivering integrated wealth management including portfolio management, philanthropy advisory, family governance, estate and tax planning, and family safety. Add-on product modules include Richter Gardien (commercial-grade cybersecurity protection for HNW families) and Richter Capital Immobilier (private real estate investment platform).
Richter generates revenue through professional advisory fees billed based on engagement scope and complexity, with multi-year contract cadences typical for professional services firms. The go-to-market is relationship-based and sales-led, targeting successful business owners and high-net-worth families whose needs span both business and personal financial dimensions. Distribution relies on direct advisory relationships, client referrals, and thought leadership through content marketing, exclusive events and webinars (including annual Economic Forecasts and CFO Finance Series), and email newsletters. The firm is structured as Richter LLP, a limited partnership owned by its 75 partners, with no external PE/VC or institutional investor backing, having grown exclusively through organic development.
The firm serves a dual primary persona: business owners and entrepreneurs requiring experienced advisors for complex business matters, and wealthy families seeking integrated strategic advice on financial and personal objectives across generations. Both segments share pain points around complexity at the intersection of business and family, legacy protection, succession planning, and multi-generational wealth management. Self-described as Canada's largest independent business advisory and family office firm, Richter emphasizes its independence, boutique-scale positioning, and 100-year brand heritage (celebrating its centennial in 2026) as core differentiators from Big 4 and global family office competitors.
Richter firmographics
Firmographics- Name
- Richter
- Legal name
- Richter LLP
- Website
- https://richter.ca
- Company type
- Private
- Founded year
- 1926
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Richter is a privately held Canadian business advisory and family office firm founded in 1926, operating through an integrated two-platform model serving business owners and high-net-worth families across Montreal, Toronto, and Chicago with 75 partners and 700+ professionals.
- Ownership category
- akta.pro rank
Richter industry classification
Industry- Product category
- Business Advisory and Family Office Services
- NAICS
- Professional, Scientific, and Technical Services (54), Management, Scientific, and Technical Consulting Services (5416), Other Individual and Family Services (624190)
- SIC
- Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Business & Succession Advisory (FSAAADAL), Family Office Services (Single & Multi-Family Office) (FSABADAF), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)
Keywords
Where Richter is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
Richter business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Professional Advisory Services: Professional fees from integrated advisory services including business strategy, tax, audit, valuation, transaction advisory, litigation support, and other business advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Professional services billed based on engagement scope and complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Richter product offering
Product offeringCore offering
Richter is a Canadian Business Family Office that delivers integrated professional advisory services through two interconnected platforms: a Business Advisory practice (covering strategy, valuation, transaction advisory, tax, audit, litigation support, fraud risk management, and cybersecurity) and a Family Office platform (covering wealth management, philanthropy, family governance, estate planning, and digital life protection). The firm sells tailored, relationship-based advisory engagements to business owners, entrepreneurs, and high-net-worth families across Canada and the U.S.
Product overview
Richter operates as a dual-platform business family office, offering integrated advisory services through its Business Advisory platform and its Family Office platform. The Business Advisory platform provides a comprehensive suite of professional services including business strategy, valuation, transaction advisory, litigation support, tax, fraud risk management, audit and assurance, and cybersecurity. The Family Office platform delivers integrated wealth management services including portfolio management, philanthropy advisory, family governance, estate planning, and family safety, with specialized offerings such as Richter Gardien (cybersecurity protection) and Real Estate Capital (private real estate investments).
Differentiator
Problem solved
Functional benefit
Products and services
- Business Advisory Integrated advisory platform providing business strategy, valuation, transaction advisory, litigation support, tax, fraud risk management, audit and assurance, cybersecurity, digital transformation, and related business advisory services to business owners and entrepreneurs.
- Family Office Comprehensive family wealth management platform delivering integrated strategic advice on financial and personal objectives across generations, including wealth creation and management, philanthropy, family governance, estate and tax planning, and family safety, for high-net-worth families.
- Richter Gardien / Richter Guardian Cybersecurity protection service for high-net-worth individuals and families, providing identity protection, dark web monitoring, device protection, and expert cybersecurity guidance to safeguard digital lives.
- Richter Capital Immobilier (Real Estate Capital) Private real estate investment platform providing access to direct real estate investment strategies through institutional-grade development partners for high-net-worth families.
Companies that use Richter
Customer profileSegments2 records
Ideal customer profiles2 records
Richter technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Richter partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Converium CapitalminorCo-presenter of the second annual Sohn Montreal Investment Conference scheduled for June 4, 2026. The conference brings together leading global investors at Four Seasons Hotel Montreal with proceeds benefiting Montreal Children's Hospital and Sainte-Justine Hospital.
- National Bank of CanadaminorAssociation partner for the Sohn Montreal Investment Conference. Conference presented by Converium Capital and Richter in association with National Bank of Canada.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Richter competitors and assessment
Company assessmentDirect peers
- Northwood Family Office: Independent multi-family office serving Canadian ultra-HNW families with integrated wealth management, governance, and next-generation services — directly competitive with Richter's Family Office platform on positioning and target clientele.
- Crowe Soberman LLP: Toronto-based mid-market chartered professional accounting and advisory firm serving private companies, family enterprises, and HNW individuals — closely comparable in size, client focus, and integrated business+wealth advisory positioning to Richter.
- Grant Thornton Canada: Canadian mid-tier accounting and advisory network serving private and family-owned businesses with audit, tax, transaction, and advisory services; comparable in target market and boutique positioning to Richter's Business Advisory practice.
- Cardinal Point Wealth Management: Canadian independent wealth management firm serving HNW families and business owners with integrated financial planning, investment management, and family office-style services — competes directly with Richter's family wealth offering.
- BDO Canada: Canadian arm of BDO Global providing assurance, tax, transaction advisory, and consulting services to private and mid-market companies, with a comparable focus on entrepreneurial and family-owned clients across Canada.
- MNP LLP: Canada's largest domestically-owned chartered professional accounting and business advisory firm, serving mid-market and owner-managed businesses with audit, tax, consulting, and succession services — directly comparable to Richter's Business Advisory platform and similar Canadian owner-operator client base.
Broad incumbents
- Deloitte Canada: Canadian Big Four firm providing audit, tax, consulting, financial advisory, and risk services; competes for advisory mandates but at significantly larger scale and broader scope than Richter's boutique offering.
- KPMG Canada: Canadian practice of Big Four firm offering audit, tax, deal advisory, and consulting; overlaps Richter's Business Advisory services at the larger enterprise end of the market, though broader in scope and less focused on family office integration.
- TD Wealth (Private Wealth Management): Bank-owned private wealth and family office services arm of TD Bank; competes with Richter on HNW family advisory but operates within a much broader retail/institutional wealth platform.
- BMO Family Office (BMO Wealth Management): Bank-owned family office offering under BMO Wealth Management; competes with Richter's family office services but as part of a broader retail/commercial banking franchise with proprietary product distribution.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Richter social profiles
Digital presenceRichter compliance and trust
Trust signalCompliance1 record
Richter financial estimates
Financial estimateRevenue estimate
Valuation estimate
Richter leadership team
Management profileNumber of profiles
Profiles6 records
Richter funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Richter M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Richter
What does Richter do?
Richter is a Canadian Business Family Office that delivers integrated professional advisory services through two interconnected platforms: a Business Advisory practice (covering strategy, valuation, transaction advisory, tax, audit, litigation support, fraud risk management, and cybersecurity) and a Family Office platform (covering wealth management, philanthropy, family governance, estate planning, and digital life protection). The firm sells tailored, relationship-based advisory engagements to business owners, entrepreneurs, and high-net-worth families across Canada and the U.S.
Is Richter a public or private company?
Richter is a private company. It is classified as management employee owned and is currently operating.
When was Richter founded?
Richter was founded in 1926. It employs 501 to 1,000 people.
Where is Richter based?
Richter is headquartered in Montréal, Canada, in the North America region.
How does Richter make money?
One revenue line is on record: professional Advisory Services.
Who are Richter's main competitors?
Direct peers on record are Northwood Family Office, Crowe Soberman LLP, Grant Thornton Canada, Cardinal Point Wealth Management, BDO Canada and MNP LLP. Broad incumbents are Deloitte Canada, KPMG Canada, TD Wealth (Private Wealth Management) and BMO Family Office (BMO Wealth Management).
Does Richter have an API?
No public API is recorded for Richter.
What industry is Richter in?
Richter's product category is Business Advisory and Family Office Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 54 and its SIC code is 8700.