Carriage House Wealth

Name

Carriage House Wealth

Legal name

Carriage House Wealth

Website

https://carriagehousewealth.ca

Company type

Private

Operating status

Operating

Ownership category

akta.pro rank

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

• Wealth management
• Portfolio management
• Family office services
• Investment advisory
• Private wealth management

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. 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.
2. 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.
3. 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

Core 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.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Direct 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

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

Investments2 records

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

Frequently asked questions about Carriage House Wealth