Zion Wealth Management
Zion Wealth Management is a boutique private-market firm helping accredited investors in Ontario and Florida evaluate private credit and owner-led acquisition opportunities through structured diligence, underwriting review, and transparent fee and conflict disclosure.
- Company typePrivate
- Founded2022
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Zion Wealth Management does
Zion Wealth Management is a boutique private-market firm that facilitates access to private credit and owner-led acquisition opportunities for accredited investors. The firm operates across Ontario, Canada and Florida, United States, serving qualified investors with allocation capacity of approximately $100,000 or more. Its two core products are Private Credit Opportunities (asset-backed lending covering collateral, loan-to-value, borrower capacity, term, servicing, and monitoring) and Acquisition Opportunities (owner-led deals emphasizing operator alignment, business quality, capital structure, governance, and investor fit), both supported by a structured Investor Diligence Package.
The firm's underlying capability is a private-market diligence and underwriting framework rather than a technology platform in the conventional sense. The framework comprises domain-specialized evaluation criteria for both lending and acquisition theses, supplemented by an email-first inquiry process through which prospective investors are qualified before receiving materials. Distribution is direct-to-investor via email and an online inquiry form, with no intermediary channels or field sales force. Technology infrastructure appears limited to a standard website and email workflow; no proprietary software, APIs, or AI components are disclosed.
Zion's revenue mechanics are multi-stream and disclosure-light. Fee structures are not publicly itemized, but the firm identifies five potential revenue streams: referral fees, management fees, acquisition fees, carried interest, and transaction/consulting fees. The pricing model targets tiered allocation ranges from $100K–$250K through $1M+, with multi-year contract cadences implied by the illiquid nature of the underlying opportunities. The firm is led by Jared Dally, who holds an MBA from Cranfield School of Management and the Chartered Investment Manager designation, and serves as the principal point of contact for both opportunity sourcing and investor communication.
Zion Wealth Management firmographics
Firmographics- Name
- Zion Wealth Management
- Legal name
- Zion Wealth
- Website
- https://zion-wealth.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Zion Wealth Management is a boutique private-market firm helping accredited investors in Ontario and Florida evaluate private credit and owner-led acquisition opportunities through structured diligence, underwriting review, and transparent fee and conflict disclosure.
- Ownership category
- akta.pro rank
Zion Wealth Management industry classification
Industry- Product category
- Private Credit and Acquisition Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Short-Term Business Credit Institutions (6153)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit) (FSAAABAG), Affluent / Mass-Affluent Private Banking (FSABADAC)
Keywords
Where Zion Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Zion Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Referral Fees: Zion Wealth, its principals, affiliates, or related parties may receive referral fees depending on the structure of a specific opportunity.
- Management Fees: Ongoing management fees may apply depending on the opportunity structure and investor participation.
- Acquisition Fees: Fees related to acquisition opportunity evaluation and transaction facilitation.
- Carried Interest: Carried interest may be received based on the performance of specific opportunities.
- Transaction and Consulting Fees: Transaction fees and consulting fees may apply depending on the specific opportunity structure.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Entry Level - $100k to $250k allocation range |
| Other | Multi-year contract | Mid Level - $250k to $500k allocation range |
| Other | Multi-year contract | Upper Mid Level - $500k to $1M allocation range |
| Other | Multi-year contract | High Net Worth - $1M+ allocation range |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Zion Wealth Management product offering
Product offeringCore offering
Zion Wealth Management is a boutique private-market firm that helps accredited investors review and evaluate private credit opportunities (asset-backed lending such as real estate and auto lending) and owner-led acquisition opportunities. Its work centers on underwriting diligence, transparent risk and fee disclosure, and direct communication with qualified investors before any capital allocation, rather than on building or operating a technology platform.
Product overview
Zion Wealth Management is a boutique private-market firm offering a unified service for accredited investors seeking private credit and owner-led acquisition opportunities. The core offering consists of two interconnected products: Private Credit Opportunities (asset-backed lending with collateral and LTV discipline) and Acquisition Opportunities (owner-led acquisition evaluations), supported by an Investor Diligence Package that provides structured materials for investor review before capital allocation. The firm operates primarily via email-first inquiry processes, emphasizing conservative underwriting, clear communication, and transparent risk disclosure across all offerings.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Credit Opportunities Asset-backed private lending opportunities including real estate lending, auto lending, and other private credit structures where collateral, loan-to-value, borrower capacity, term, and servicing are reviewed before investor participation. Targeted at accredited investors seeking asset-backed lending exposure.
- Acquisition Opportunities Owner-led acquisition opportunities where operator alignment, business quality, capital structure, risk factors, and investor rights are evaluated before participation. Targeted at accredited investors interested in entrepreneurial capital opportunities.
- Investor Diligence Package Materials provided to qualified accredited investors describing opportunity structure, underwriting considerations, key documents, risks, fees, conflicts, liquidity terms, and next steps for evaluation in private credit and acquisition opportunities.
Companies that use Zion Wealth Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Zion Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Zion Wealth Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights3 records
Zion Wealth Management competitors and assessment
Company assessmentDirect peers
- CAIS: CAIS is an alternative investment platform that connects independent advisors and their accredited clients to private credit, private equity, and structured products — the same private-market access function Zion performs, but at much broader scale via an advisor-led distribution model.
- Yieldstreet: Yieldstreet offers individual accredited investors access to alternative investments including private credit, real estate, and asset-backed lending — directly mirroring Zion's private credit opportunity offering with a tech-enabled, retail-facing platform.
Broad incumbents
- iCapital Network: iCapital is a leading institutional platform providing wealth managers and their high-net-worth clients access to private credit, private equity, and hedge funds. It is comparable to Zion because both focus on democratizing private-market access for accredited investors, but iCapital operates at far larger scale with a B2B2C distribution model.
Others
- Carta: Carta provides private-market infrastructure for cap table management, fund administration, and private company valuations — adjacent to Zion's offering because both serve the private-market ecosystem, though Carta focuses on operational tooling rather than investor-facing deal placement.
Emerging players
- AcreTrader: AcreTrader provides accredited investors access to farmland and private real estate-backed opportunities with structured diligence and underwriting — comparable to Zion's asset-backed private credit and acquisition-opportunity focus, though concentrated in a single asset class.
- Fundrise: Fundrise offers individual investors access to private real estate and private credit deals with online onboarding, comparable to Zion in bringing alternative private-market exposure to non-institutional accredited investors.
- Masterworks: Masterworks enables accredited investors to buy fractional shares in fine art, applying an underwriting-led diligence process analogous to Zion's evaluation framework for private credit and owner-led acquisitions.
- EquityMultiple: EquityMultiple is an online private real estate lending and equity platform for accredited investors, comparable to Zion in targeting asset-backed private credit opportunities with conservative underwriting for individual allocators.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Zion Wealth Management social profiles
Digital presenceZion Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Zion Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Zion Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Zion Wealth Management 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 Zion Wealth Management
What does Zion Wealth Management do?
Zion Wealth Management is a boutique private-market firm that helps accredited investors review and evaluate private credit opportunities (asset-backed lending such as real estate and auto lending) and owner-led acquisition opportunities. Its work centers on underwriting diligence, transparent risk and fee disclosure, and direct communication with qualified investors before any capital allocation, rather than on building or operating a technology platform.
Is Zion Wealth Management a public or private company?
Zion Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Zion Wealth Management founded?
Zion Wealth Management was founded in 2022. It employs 1 to 10 people.
Where is Zion Wealth Management based?
Zion Wealth Management is headquartered in Toronto, Canada, in the North America region.
How does Zion Wealth Management make money?
Five revenue lines are on record. Referral Fees are the primary driver. The others are management Fees, acquisition Fees, carried Interest and transaction and Consulting Fees.
Who are Zion Wealth Management's main competitors?
Direct peers on record are CAIS and Yieldstreet. iCapital Network is listed as a broad incumbent. Carta is listed as an others. Emerging players are AcreTrader, Fundrise, Masterworks and EquityMultiple.
Does Zion Wealth Management have an API?
No public API is recorded for Zion Wealth Management.
What industry is Zion Wealth Management in?
Zion Wealth Management's product category is Private Credit and Acquisition Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAABAG, Wealth Lending & Credit Solutions (Lombard/Margin, Mortgages, Structured Credit). Its NAICS code is 523940 and its SIC code is 6282.