August Group
- Company typePrivate
- Founded2019
- HeadquartersMount-royal, Canada
- Headcount11–50
- GTM typeB2C
- OfferingServices
August Group firmographics
Firmographics- Name
- August Group
- Legal name
- The August Group
- Website
- https://augustgroup.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where August Group is headquartered
LocationHeadquarters
- HQ city
- Mount-royal
- HQ country
- Canada
- HQ region
- North America
Offices4 records
Markets served
August Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management / Family Office Services: As a boutique multi-family office, The August Group likely generates revenue through AUM-based advisory fees and potentially flat-fee or hourly advisory arrangements typical of multi-family offices. The firm serves high-net-worth families, founders, and athletes with comprehensive wealth management services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized wealth management services with bespoke pricing |
Go-to-market motion1 record
Distribution channels1 record
August Group product offering
Product offeringCore offering
The August Group is a boutique multi-family office providing integrated wealth management services to high-net-worth and ultra-high-net-worth families, founders, and professional athletes. Its offering combines access to investment opportunities, coordination of core financial disciplines, day-to-day financial administration, and personalized advisory guidance for complex life events under a single client relationship.
Product overview
August Group operates as a boutique multi-family office offering integrated wealth management services. The company provides a unified offering combining investment opportunities, financial administration, and advisory guidance under one roof for high-net-worth individuals including families, founders, and athletes.
Differentiator
Problem solved
Functional benefit
Products and services
- Multi-Family Office Services
Companies that use August Group
Customer profileSegments3 records
Ideal customer profiles3 records
August Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
August Group partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights4 records
August Group competitors and assessment
Company assessmentDirect peers
- Cardinal Point Wealth Management: North American boutique multi-family office serving UHNW families with integrated wealth, tax, and estate planning — directly comparable to August Group's boutique MFO model and target clientele.
- Northwood Family Office: Canadian boutique multi-family office providing integrated investment, tax, and lifestyle services to UHNW families — closely mirrors August Group's structure, geographic footprint, and integrated one-roof value proposition.
- Agilis Family Office: Boutique multi-family office serving entrepreneurs and wealthy families with holistic wealth planning — overlaps with August Group on the founders and families segments and on integrated advisory delivery.
- Sandhill Investment Management: Canadian boutique investment counsel and multi-family office serving high-net-worth families and foundations — comparable to August Group in scale, geography, and integrated wealth offering.
Broad incumbents
- RBC Family Office Services: Large bank-affiliated multi-family office serving UHNW clients across Canada and the U.S. — directly competes with August Group on the same families/founders client base but as part of a much broader wealth platform.
- BMO Family Office: Bank-owned multi-family office serving UHNW clients in Canada — competes head-to-head with August Group in Toronto/Montreal but offers a much broader product shelf and balance sheet capability.
- CI Private Wealth: Canadian wealth advisory firm with a private wealth division serving HNW and UHNW households — overlaps with August Group on integrated wealth and estate planning but operates at much greater scale.
Emerging players
- Tiger 21: Peer-learning and asset-preservation network for UHNW investors, with an emerging wealth management offering — partial overlap with August Group on founder/liquidity-event and family-wealth segments.
- Altus Sports Management: Athlete-focused financial and wealth management firm — directly comparable to August Group on the athletes segment, addressing career-earnings, brand income, and post-career planning needs.
Regional players
- Richardson Wealth: Canadian independent wealth advisory firm focused on HNW families and entrepreneurs — comparable to August Group in target clientele and integrated wealth offering, but primarily Canadian-focused.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
August Group social profiles
Digital presenceAugust Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
August Group leadership team
Management profileNumber of profiles
Profiles1 record
August Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
August Group 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 August Group
What does August Group do?
The August Group is a boutique multi-family office providing integrated wealth management services to high-net-worth and ultra-high-net-worth families, founders, and professional athletes. Its offering combines access to investment opportunities, coordination of core financial disciplines, day-to-day financial administration, and personalized advisory guidance for complex life events under a single client relationship.
Is August Group a public or private company?
August Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was August Group founded?
August Group was founded in 2019. It employs 11 to 50 people.
Where is August Group based?
August Group is headquartered in Mount-royal, Canada, in the North America region.
How does August Group make money?
One revenue line is on record: wealth Management / Family Office Services.
Who are August Group's main competitors?
Direct peers on record are Cardinal Point Wealth Management, Northwood Family Office, Agilis Family Office and Sandhill Investment Management. Broad incumbents are RBC Family Office Services, BMO Family Office and CI Private Wealth. Emerging players are Tiger 21 and Altus Sports Management. Richardson Wealth is listed as a regional player.
Does August Group have an API?
No public API is recorded for August Group.