What Antrim Investments does

Antrim Investments is a private, for-profit financial services firm headquartered in Langley, Canada. Founded in 1972 and operating with 11 to 50 employees, the firm provides three related service lines: financial consultation, mortgage financing, and investment advisory services, targeted at both individual and organizational clients. The firm's scale and service mix are consistent with a boutique advisory and mortgage brokerage model rather than a high-volume retail lender.

The revenue model is not disclosed in available source material, but the combination of advisory and mortgage financing services is typically monetized through a mix of advisory fees and lender- or product-paid commissions. The company website (antriminvestments.com) returned only a verification/loading page at the time of data collection, which prevented direct visibility into product structure, pricing tiers, technology stack, or platform architecture; no proprietary technology, integrations, certifications, or product launches are documented in the input.

The available firmographic record does not surface information on management, ownership, funding, customer composition, partnerships, regulatory actions, or M&A history. As a result, this description functions as a baseline firmographic profile rather than a fully validated investment narrative; substantive underwriting of Antrim Investments would require primary outreach, refreshed web data, and direct verification of revenue, client mix, and regulatory standing.

Name

Antrim Investments

Website

https://antriminvestments.com

Company type

Private

Founded year

1972

Operating status

Operating

Headcount range

11–50 employees

Short description

Antrim Investments is a Langley, Canada-based financial services firm founded in 1972 that provides consultation, mortgage financing, and investment advisory services to individuals and organizations, operating with 11 to 50 employees.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Investment advisory services
• Mortgage financing
• Financial consultation
• Wealth management
• Retail investment advice

Headquarters

HQ city

Langley

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

Antrim Investments is a financial services firm that delivers consultation, mortgage financing, and investment advisory services. It serves both individual clients and organizations, providing personalized advice and financing arrangements rooted in its advisory practice established in 1972.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Consultation Services

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Edward Jones (Canada): A national advisor-led wealth management franchise in Canada focused on individual investors and small-business retirement plans; comparable to Antrim due to its local-branch, relationship-based advisory model serving similar retail clients.
• IG Wealth Management: One of Canada's largest financial services firms offering wealth advisory, investment products, and lending solutions to individuals and organizations; comparable to Antrim because it serves the same Canadian retail client base with integrated advisory and credit services.
• Raymond James Ltd: Canadian wealth and investment advisory arm of Raymond James providing discretionary portfolio management, financial planning, and lending solutions to affluent individuals and families; overlaps with Antrim's investment advisory and mortgage financing services.
• CI Private Wealth: Canadian wealth management division of CI Financial providing investment advisory, portfolio management, and financial planning to high-net-worth individuals and families; comparable to Antrim in target clientele and advisory-led delivery.

Emerging players

• Wealthsimple: Canadian digital wealth and investing platform offering managed portfolios, financial planning, and consumer lending/mortgage products online; comparable to Antrim because it competes for the same Canadian individuals seeking investment advice and mortgage financing, but via a low-cost digital model.
• Questrade Wealth: Canadian online brokerage and wealth platform providing self-directed and managed portfolios, plus mortgage and lending products; comparable to Antrim as an alternative channel for investment advisory and mortgage financing in Canada, especially for cost-sensitive clients.

Direct peers

• DLC Group of Companies: National Canadian mortgage brokerage network also offering investment and insurance products through affiliated advisors; directly comparable to Antrim as a multi-line, locally-anchored mortgage and advisory services provider.
• Investment Planning Counsel (IPC): Canadian independent advisor network focused on financial planning, investment advisory, and lending products for individual and small-business clients; closely comparable to Antrim's multi-line advisory-plus-mortgage model serving a similar Canadian retail client base.
• CanWise Financial: Canadian mortgage brokerage arranging home financing across multiple lenders; comparable to Antrim's mortgage financing arm and the consultative broker model it uses to serve individual borrowers in the Canadian market.

Regional players

• BlueShore Financial: British Columbia-based credit union serving the North Shore, Vancouver, and Fraser Valley (including Langley) with lending, wealth, and advisory services; comparable to Antrim due to overlapping BC geography, retail client focus, and combined mortgage/advisory offering.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Antrim Investments