Kinsted Wealth

What Kinsted Wealth does

Kinsted Wealth Inc. is an independent, fee-only discretionary portfolio management firm headquartered in Calgary, Alberta, founded in 2003 by Royce Baker, CFA. The firm manages approximately $1.5 billion in assets under management as of mid-2025 across three flagship private pools (Strategic Growth Pool anchored in private equity and venture capital; Strategic Income Pool focused on private credit and yield-oriented strategies; Real Assets Pool covering real estate, agriculture, and infrastructure) plus bespoke discretionary mandates. Allocation to private investments across the flagship pools runs 81-92%, providing HNW clients with access to institutional alternative asset classes alongside public market exposure.

The firm operates a proprietary investment platform that integrates globally recognized institutional alternative asset managers, supplemented by internal monitoring software that tracks each account against its investment policy statement and current strategy from consolidated asset mix down to individual securities. Supporting infrastructure includes Responsive CRM, Harmony by Infinite Systems, Dataphile, and Power BI dashboards, with Aviso Correspondent Partners serving as custodian for client assets. The platform exposes Kinsted's private pools through a client portal at my.kinsted.com and is registered as Investment Fund Manager and Exempt Market Dealer in Alberta and Ontario, with additional securities commission registrations across British Columbia, Manitoba, Saskatchewan, Quebec, Nova Scotia, and Yukon.

Kinsted generates revenue exclusively from advisory and portfolio management fees billed to clients, with no kickbacks, commissions, or product-based compensation. It serves three customer segments: HNW individuals and families with $1M+ in investable assets (direct), financial advisors referring clients with $500K+ (referral channel), and discretionary portfolio managers and institutional buyers managing $100M+ in AUM (institutional channel). Distribution combines direct advisory sales, an advisor referral program, a 2025 platform partnership with Designed Wealth Management, and content-led marketing through website commentary, quarterly webinars, and email newsletters.

Name

Kinsted Wealth

Legal name

Kinsted Wealth Inc.

Website

https://kinsted.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Kinsted Wealth is an independent, fee-only Calgary-based discretionary portfolio management firm founded in 2003, managing approximately $1.5 billion across three flagship private pools (Strategic Growth, Strategic Income, Real Assets) for Canadian high-net-worth individuals, financial advisors, and institutional portfolio managers.

Ownership category

akta.pro rank

Product category

Discretionary Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management services
• Discretionary portfolio management
• Private market investments
• High net worth advisory
• Alternative asset management

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory and Portfolio Management Fees: Fee-only revenue model where the only source of revenue is what clients pay. No kickbacks from product sales, no hidden commissions, no undisclosed fees from financial institutions. The firm is independent and fee-based.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Kinsted Wealth is an independent Calgary-based wealth management firm that provides discretionary portfolio management services to high-net-worth individuals and families. The firm offers access to institutional-quality private market investments through three flagship private pools (Strategic Growth Pool, Strategic Income Pool, and Real Assets Pool), with a fee-only revenue model and minimum investments of $1,000,000 direct or $500,000 via advisor referral.

Product overview

Kinsted Wealth operates as a discretionary portfolio management firm offering a platform of three flagship private pools: the Strategic Growth Pool (private equity and venture capital), Strategic Income Pool (private debt and income strategies), and Real Assets Pool (real estate, agriculture, infrastructure). These pools maintain 81-92% allocation to private investments, providing access to institutional-grade alternative asset classes typically unavailable to individual investors. The platform is accessible to accredited investors with minimum investments of $1,000,000, complemented by a client portal for account management.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Growth Pool Flagship private investment pool focused on private equity exposure for long-term capital appreciation. Targeted at HNW investors seeking institutional-quality private market access.
• Strategic Income Pool Flagship private investment pool focused on private credit and income-generating private market investments for HNW clients seeking yield-oriented exposure.
• Real Assets Pool Flagship private investment pool providing exposure to real assets such as infrastructure, real estate, and agriculture for HNW investors seeking inflation-protected, tangible-asset diversification.

Quantifiable outcome

• Strategic Growth Pool delivered 1st Place Best Five-Year Return, 2nd Place Best One-Year Return, 3rd Place Best Three-Year Return at 2025 Canadian Hedge Fund Awards
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• Designed Wealth ManagementcoreGTM or Marketing Partner · 29 July 2025Kinsted's three flagship private pools (Strategic Income Pool, Real Assets Pool, and Strategic Growth Pool) were approved and added to the Designed Wealth Platform, offering their advisors and clients across Canada expanded access to institutional-quality private market investment strategies.
• Aviso Correspondent PartnerscoreOthersAviso Correspondent Partners serves as Kinsted's custodian, responsible for safeguarding client financial assets. Kinsted is licensed to make day-to-day investment decisions according to each client's investment policy statement.

Scale indicators6 records

Recent moves2 records

Expansion highlights6 records

Direct peers

• PWL Capital: Canadian independent fee-only wealth management firm serving affluent and HNW clients with discretionary portfolio management. Direct comparable on fee-only structure, Canadian HNW focus, and transparent compensation model.
• Nicola Wealth Management: Canadian independent wealth manager serving HNW individuals with a focus on alternative investments, real estate, and institutional-quality portfolio management. Closest direct comparable in the Canadian HNW alternatives-focused RIA space.
• Mawer Investment Management: Canadian independent investment manager serving institutional and HNW clients via a research-driven multi-asset approach. Comparable on independent ownership, performance-oriented culture, and Canadian client base.
• Connor, Clark & Lunn Financial Group: Canadian independent multi-affiliate asset manager covering wealth management, private investment solutions, and institutional mandates. Highly comparable on independent multi-strategy approach and Canadian HNW/institutional clientele.
• Cardinal Capital Management: Calgary-based independent investment management firm serving HNW and institutional clients with multi-asset portfolios including alternatives. Direct regional peer with similar HNW and institutional client mix.
• Leith Wheeler Investment Counsel: Canadian independent discretionary portfolio manager serving HNW individuals, families, foundations, and institutions. Compares directly on independent fee-only model, multi-asset class approach, and Canadian HNW client base.

Emerging players

• Wealthsimple: Canadian digital wealth management platform offering automated and advisor-led portfolios to affluent and HNW investors. Emerging competitor that pressures traditional RIAs on pricing transparency and digital experience.

Broad incumbents

• CI Private Wealth (CI Financial): Large Canadian wealth management platform within CI Financial serving HNW investors with discretionary portfolio management, alternative investments, and advisor-led distribution. Comparable offerings with broader scale and corporate parentage.
• BMO Private Wealth: Bank-owned Canadian private wealth division serving HNW and ultra-HNW clients with discretionary portfolio management, estate services, and alternative investments. Largest-scale incumbent with overlapping HNW client base.
• Raymond James (Canadian Private Client): Canadian arm of a major North American wealth manager offering advisor-led HNW wealth and discretionary portfolio management. Comparable client segment with broader product shelf and corporate backing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/kinstedwealth

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 Kinsted Wealth