Richter

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.

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

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

• Business advisory services
• Family office services
• Transaction advisory services
• Wealth management advisory
• Tax consulting services

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core 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.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered minor.

• Converium CapitalminorGTM or Marketing Partner · 22 January 2026Co-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 CanadaminorGTM or Marketing Partner · 22 January 2026Association 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

Direct 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

• Xx.com/richtercanada
• Facebookfacebook.com/pages/Richter/86042934738
• LinkedInlinkedin.com/company/richter
• Instagraminstagram.com/richtercanada

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Richter