Carriage House Wealth
- Company typePrivate
- Founded-
- Headquarters—
- Headcount—
- GTM typeB2C
- OfferingServices
Carriage House Wealth firmographics
Firmographics- Name
- Carriage House Wealth
- Legal name
- Carriage House Wealth
- Website
- https://carriagehousewealth.ca
- Company type
- Private
- Operating status
- Operating
- Ownership category
- akta.pro rank
Carriage House Wealth industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)
- akta.pro primary industry
- Estate Planning, Trust Structuring & Governance (FSAAADAF)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Family Office Trust & Fiduciary Services (FSAEAKAF), Lifestyle, Concierge & Personal Services Management (FSAAADAJ), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
Keywords
Carriage House Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Portfolio Management Fees: Discretionary portfolio management services generating recurring fees based on assets under management. The firm offers institutional-grade portfolio management with global multi-asset allocation and transparent reporting anchored to family outcomes.
- Bespoke Investing Services: Tailored private-market and structured investment opportunities designed to meet each family's objectives. Revenue likely generated through management fees or performance fees on alternative investments.
- Family-Office & Concierge Services: Coordinated planning with legal, tax, credit, and insurance services under one accountable team. Integrated family-office services provide comprehensive wealth administration alongside concierge lifestyle solutions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Carriage House Wealth product offering
Product offeringCore offering
Carriage House Wealth provides fiduciary discretionary portfolio management with global multi-asset allocation, risk management, and transparent reporting for high-net-worth families. It complements portfolio management with bespoke private-market and structured investment opportunities and an integrated family-office and concierge offering that coordinates legal, tax, credit, and insurance planning through a single accountable team. Services are designed to preserve, grow, and transfer family wealth while simplifying administrative and lifestyle coordination.
Product overview
Carriage House Wealth offers a single unified wealth management platform providing fiduciary portfolio management and family-office services alongside concierge lifestyle solutions. The core offering consists of three integrated service pillars: Discretionary Portfolio Management (global multi-asset allocation and risk management), Bespoke Investing (private-market and structured investment opportunities), and Family-Office & Concierge (coordinated legal, tax, credit, and insurance planning). These services are designed to work together to preserve, grow, and transfer family wealth while streamlining processes for greater efficiency.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Portfolio Management Fiduciary discretionary portfolio management service providing institutional-grade portfolios with global multi-asset allocation, disciplined risk management, and transparent reporting anchored to family outcomes. Designed for high-net-worth families seeking outsourced investment management with a family-office standard of governance.
- Bespoke Investing Tailored private-market and structured investment opportunities designed to meet each family's specific wealth objectives. Provides high-net-worth families with access to bespoke investment solutions beyond standard public-market portfolios.
- Family-Office & Concierge Coordinated family-office and concierge service providing planning across legal, tax, credit, and insurance matters delivered through one accountable team, complemented by concierge lifestyle solutions. Designed for families that want integrated wealth administration and personal/lifestyle support alongside their investment management.
Companies that use Carriage House Wealth
Customer profileSegments1 record
Ideal customer profiles1 record
Carriage House Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Carriage House Wealth partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
Carriage House Wealth competitors and assessment
Company assessmentDirect peers
- Burgundy Asset Management: Canadian boutique discretionary investment manager serving institutions and HNW families globally. Comparable discretionary portfolio management focus and boutique positioning.
- Nicola Wealth: Canadian independent wealth management firm serving HNW families with discretionary portfolio management and family-office services. Closely comparable business model, customer base, and integrated wealth platform to Carriage House.
- Gluskin Sheff + Associates: Canadian high-end discretionary investment manager serving HNW families and institutions. Comparable boutique positioning and HNW focus, with a similar bespoke investment ethos.
- Canaccord Genuity Wealth: Canadian wealth management division offering discretionary portfolio management, private wealth services, and bespoke investment solutions to HNW individuals. Direct competitor in the Canadian HNW advisory space.
- Richardson Wealth: Canadian wealth management firm providing discretionary portfolio management, private investment solutions, and family-office services to HNW families. Comparable target client and integrated services model.
Broad incumbents
- CI Private Wealth: Private wealth arm of CI Financial, one of Canada's largest wealth managers. Serves HNW clients with discretionary portfolio management and family-office-style services as part of a broader financial services platform.
- BMO Private Wealth: Bank-owned Canadian private wealth franchise serving HNW clients with integrated investment, estate, and concierge solutions. Represents the incumbent model Carriage House competes against.
- RBC Wealth Management: Wealth division of Royal Bank of Canada serving HNW and ultra-HNW families with discretionary portfolio management, estate planning, and concierge services. A dominant incumbent that Carriage House competes against, with board connections on Carriage House's own board.
- TD Wealth: Wealth management arm of TD Bank offering HNW advisory, portfolio management, and estate services. Carriage House's own board includes TD's Treasurer, making this a key incumbent competitor.
Regional players
- Creative Planning: US-based independent wealth management and family-office firm serving HNW families with integrated portfolio management and concierge services. Demonstrates the scalable model Carriage House could aspire to in Canada.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Carriage House Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Carriage House Wealth leadership team
Management profileNumber of profiles
Profiles6 records
Carriage House Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Carriage House Wealth M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Carriage House Wealth
What does Carriage House Wealth do?
Carriage House Wealth provides fiduciary discretionary portfolio management with global multi-asset allocation, risk management, and transparent reporting for high-net-worth families. It complements portfolio management with bespoke private-market and structured investment opportunities and an integrated family-office and concierge offering that coordinates legal, tax, credit, and insurance planning through a single accountable team. Services are designed to preserve, grow, and transfer family wealth while simplifying administrative and lifestyle coordination.
Is Carriage House Wealth a public or private company?
Carriage House Wealth is a private company. It is classified as unknown and is currently operating.
When was Carriage House Wealth founded?
Carriage House Wealth was founded in -1.
How does Carriage House Wealth make money?
Three revenue lines are on record. Portfolio Management Fees are the primary driver. The others are bespoke Investing Services and family-Office & Concierge Services.
Who are Carriage House Wealth's main competitors?
Direct peers on record are Burgundy Asset Management, Nicola Wealth, Gluskin Sheff + Associates, Canaccord Genuity Wealth and Richardson Wealth. Broad incumbents are CI Private Wealth, BMO Private Wealth, RBC Wealth Management and TD Wealth. Creative Planning is listed as a regional player.
Does Carriage House Wealth have an API?
No public API is recorded for Carriage House Wealth.
What industry is Carriage House Wealth in?
Carriage House Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAADAF, Estate Planning, Trust Structuring & Governance, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523991.