What Richter does

Richter is an independent Canadian professional services firm headquartered in Montreal and founded in 1926, operating under the legal name Richter S.E.N.C.R.L. in Quebec (Société en Nom Collectif à Responsabilité Limitée) and Richter LLP in Ontario. The firm runs a two-platform model: a Business Advisory platform delivering integrated professional services across audit and assurance, tax, business valuation, transaction advisory, litigation support, fraud risk management, risk management, cybersecurity, digital transformation, human capital, real estate advisory, compensation advisory, crisis management and restructuring, and First Nations and Indigenous advisory; and a Family Office platform covering wealth creation and management, philanthropy advisory, family office operations, family governance, estate and tax planning, family safety, real estate capital, and a Financial Literacy Program for next-generation family members.

The firm employs 75 partners and more than 700 professionals across offices in Montreal, Toronto, and Chicago, serving business owners, entrepreneurs, and high-net-worth families in Canada and the United States. Revenue is generated through quote-based, bespoke professional services engagements delivered by partner-led teams; pricing is not publicly disclosed. The firm is privately held by its partners, with no parent company, no private equity or venture capital backing, and no public listing. A client-facing portal is available via a proprietary mobile/web application (the Richter App) on Google Play, and the firm's public website is certified WCAG 2.0 Level AA.

Beyond the core advisory platforms, the firm offers specialized add-on services including Executive Search tailored to family-owned and privately held companies, Richter Guardian for family safety and protection, and Real Estate Capital advisory within the Family Office platform. The firm is marking its centennial in 2026 and self-describes as "Canada's only Business Family Office," an integrated offering that addresses both the business and family sides of clients' complex, multi-generational affairs.

Name

Richter

Legal name

Richter S.E.N.C.R.L.

Website

https://richter.ca

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Richter is a Canadian independent professional services firm founded in 1926, providing integrated business advisory and family office services to business owners, entrepreneurs, and high-net-worth families across Montreal, Toronto, and Chicago.

Ownership category

akta.pro rank

Product category

Business Advisory and Family Office Services

NAICS

Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Engineering, Accounting, Research, Management (8700), Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Business & Succession Advisory (FSAAADAL), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG)

Keywords

• Business advisory services
• Family office services
• Audit and tax
• Transaction advisory
• Wealth management

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Business Advisory Services: Integrated advisory services including business strategy, valuation, transaction advisory, litigation support, tax, fraud risk management, audit, cybersecurity, digital transformation, and other professional consulting services delivered to business owners and enterprises.
2. Family Office Services: Comprehensive wealth management, philanthropy, estate planning, governance, and family office services for wealthy families and business owners across generations.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Richter is a Business Family Office that delivers integrated professional advisory services to business owners and their families through two platforms: Business Advisory (audit, tax, valuation, transaction advisory, litigation support, fraud risk management, cybersecurity, digital transformation, human capital, and crisis management) and Richter Family Office (wealth management, estate and tax planning, philanthropy, family governance, real estate capital, and family safety). Services are delivered by partner-led teams across Montreal, Toronto, and Chicago.

Product overview

Richter operates as a Business Family Office with a unique two-platform model: the Business Advisory platform provides integrated professional services including audit, tax, business strategy, transaction advisory, litigation support, fraud risk management, cybersecurity, digital transformation, and human capital services; the Richter Family Office platform delivers comprehensive wealth management, estate planning, philanthropy, family governance, safety services, and real estate capital solutions for business-owning families across generations. Specialized offerings include Executive Search for family-owned companies and the Richter Guardian program for family protection.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Advisory Integrated professional advisory services platform delivering expertise across business strategy, valuation, transaction advisory, tax, audit, litigation support, fraud risk management, cybersecurity, and digital transformation for business owners and entrepreneurs.
• Richter Family Office Comprehensive in-house platform providing independent strategic advice on families' financial and personal objectives across generations, including wealth management, estate planning, philanthropy, family governance, and family safety services.
• Executive Search Specialized executive recruitment service for family-owned and privately held companies, focusing on finding senior leadership that aligns with business vision while navigating family dynamics and succession planning needs.
• Richter Guardian Family safety and protection service within the Family Office platform, designed to help wealthy families navigate safety concerns and maintain family security.
• Real Estate Capital Specialized real estate advisory and capital services within the Family Office platform, helping families manage and optimize real estate assets as part of their overall wealth strategy.
• Richter Financial Literacy Program Educational program within the Family Office platform designed to develop financial literacy skills for next-generation family members and wealth stewards.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered standard and major.

• DAVIDsTEA Inc.standardOthers · 16 June 2026Appointed by DAVIDsTEA shareholders at their annual meeting as the company's auditor. All five director nominees were elected with overwhelming support ranging from 97.57% to 99.62% of votes.
• National Bank of CanadamajorStrategic or Co-development Partner · 4 June 2026Co-hosted the 2026 Sohn Montreal Investment Conference alongside Converium Capital and Richter in association with National Bank of Canada. The conference brought together leading global investors presenting investment pitches across themes including biotech, gold mining, private credit, LNG infrastructure, and AI.
• Converium CapitalmajorStrategic or Co-development Partner · 4 June 2026Co-hosted the 2026 Sohn Montreal Investment Conference with Richter in association with National Bank of Canada, with proceeds benefiting the Montreal Children's Hospital and Sainte-Justine Hospital.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Northwood Family Office: Northwood is a Toronto-based multi-family office providing integrated wealth management, tax, and family services to UHNW Canadian families. It directly overlaps with Richter Family Office's wealth management, governance, and multi-generational planning offerings.
• BDO Canada: BDO Canada is a mid-tier accounting and advisory firm serving private and family-owned businesses with audit, tax, transaction advisory, and consulting services. It competes directly with Richter for Canadian mid-market and entrepreneur clients and is similar in scale and culture.
• Baker Tilly Canada: Baker Tilly Canada is a mid-tier accounting and advisory firm serving private and family-owned businesses with audit, tax, and consulting services. It competes with Richter for similar entrepreneur and owner-manager clients across Canadian provinces.
• Grant Thornton LLP (Canada): Grant Thornton Canada is a mid-tier accounting and advisory firm serving private and mid-market companies. It competes directly with Richter for audit, tax, and advisory work from Canadian family-owned and entrepreneurial businesses.
• Burgundy Asset Management: Burgundy is a Canadian multi-family office and discretionary investment manager serving ultra-high-net-worth families. It is comparable to Richter's family office platform for investment advisory, estate planning, and multi-generational wealth stewardship.
• MNP LLP: MNP is a Canadian mid-tier accounting and business advisory firm with comparable boutique positioning, serving entrepreneurs, family-owned businesses, and mid-market enterprises across Canada. It directly competes with Richter for the same owner-manager client base and offers tax, audit, transaction, and succession services.

Broad incumbents

• EY Canada: EY Canada is a Big Four firm providing audit, tax, transaction, and consulting services. It is a competitor to Richter's business advisory practice, particularly for family business and private company engagements, though EY's family office offering is less integrated than Richter's.
• KPMG LLP (Canada): KPMG Canada is a Big Four firm providing audit, tax, and advisory services to large enterprises and private businesses. While it overlaps significantly with Richter's business advisory, it serves a larger, more enterprise-skewed client base and lacks a dedicated family office platform.
• Deloitte LLP (Canada): Deloitte Canada is a Big Four professional services firm offering audit, tax, consulting, and financial advisory. It competes with Richter at the upper end of the entrepreneur and family business segment and has substantially greater global resources.
• PwC Canada: PwC Canada is a Big Four firm providing assurance, tax, and advisory services. It directly competes with Richter for transaction advisory, valuation, and tax engagements from Canadian private and family-owned businesses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pages/Richter/86042934738
• LinkedInlinkedin.com/company/richter
• Instagraminstagram.com/richtercanada
• Xx.com/richtercanada

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Richter