ATB Capital Markets
ATB Capital Markets is the institutional capital markets and investment banking arm of ATB Financial, Alberta's Crown corporation, providing research, sales, trading, and advisory services within a full-service provincial financial institution serving retail, business, and wealth clients across Alberta.
- Company typePrivate
- Founded-
- HeadquartersEdmonton, Canada
- Headcount—
- GTM typeB2B
- OfferingServices
What ATB Capital Markets does
ATB Capital Markets, also referred to as ATB Cormark Capital Markets, is the institutional capital markets arm of ATB Financial, Alberta's Crown corporation wholly owned by the Province of Alberta. It operates as a wholly-owned subsidiary alongside ATB Investment Management, ATB Wealth, ATB Prosper (self-directed online investing), and ATB Ventures (financial technology and innovation). As a provincial financial institution, ATB Financial claims the largest branch network in Alberta and offers a comprehensive suite of personal banking, business banking, wealth management, and capital markets services under a unified brand ecosystem.
The entity's product surface spans personal chequing and savings accounts (including ATB Climber Savings Account and Springboard Savings Account), registered accounts (RRSP, TFSA, FHSA, RRIF, RESP), GICs, mortgages and HELOCs, credit cards, US dollar banking, and insurance products. Digital infrastructure centers on the ATB Personal online and mobile platform, ATB Business Online and ATB Business Mobile for commercial clients, ATB FX Online for business foreign exchange with international wires in over 25 currencies, and Global Transfers supporting cross-border payments to 46 countries in 27 currencies. Account aggregation features (TrackIt, ATB Investor Connect) link ATB Wealth and ATB Prosper accounts into ATB Personal for unified balance visibility. Capital markets services specifically include institutional research, sales, trading, and investment banking under ATB Cormark Capital Markets.
Revenue is generated primarily through net interest income on deposits and loans, transaction and service fees (Interac e-Transfers, Global Transfers, wires, overdraft, stop payments, FX), wealth management and investment management fees, and credit product revenue from cards, mortgages, and specialized lending in agriculture and real estate development. Customer acquisition is supported through promotional cash offers (up to $900 for new clients; up to $6,000 mortgage cash back), relationship-based commercial and wealth advisory channels, and a multi-channel marketing presence including the Good Advice content hub, The Twenty-Four economic insights, and an Alberta Mortgage Rate Report. The go-to-market is hybrid: digital-first retail banking supplemented by the densest physical branch network in the province and industry-specialist relationship managers for commercial and capital markets clients.
ATB Capital Markets firmographics
Firmographics- Name
- ATB Capital Markets
- Legal name
- ATB Financial
- Website
- https://atb.com
- Company type
- Private
- Operating status
- Operating
- Short description
- ATB Capital Markets is the institutional capital markets and investment banking arm of ATB Financial, Alberta's Crown corporation, providing research, sales, trading, and advisory services within a full-service provincial financial institution serving retail, business, and wealth clients across Alberta.
- Ownership category
- akta.pro rank
ATB Capital Markets industry classification
Industry- Product category
- Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)
Keywords
Where ATB Capital Markets is headquartered
LocationHeadquarters
- HQ city
- Edmonton
- HQ country
- Canada
- HQ region
- North America
Offices4 records
Markets served
ATB Capital Markets business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel
Revenue model
- Net Interest Income: Interest income earned on loans, mortgages, and credit products minus interest paid on deposits. Core banking revenue from spread between lending rates (including variable and fixed mortgages, personal loans, lines of credit) and deposit rates offered on savings accounts, GICs, and registered accounts.
- Transaction and Service Fees: Fees from everyday banking services including Interac e-Transfers, Global Transfers, wire transfers, account services, overdraft protection, and stop payments. Also includes foreign exchange transaction fees.
- Wealth Management Revenue: Revenue from investment management, financial planning, and advisory services through ATB Wealth, ATB Investment Management, and ATB Securities. Includes management fees on investment funds and advisory services.
- Credit Products: Revenue from credit cards, mortgage products, and lending solutions including specialized loans for agriculture, real estate development, and professional practices.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | ATB Climber Savings Account: Base rate 0.30% plus premium rates up to 0.60% for balances held 360+ days. Welcome bonus up to 4.50% for first 90 days. |
| One time/ perpetual license | Pay-as-you-go | GIC rates: 1-year 3.000%, 15-month 3.700%, 2-year 3.350%, 3-year 3.450%, 5-year 3.100% (compounded annually). |
| Subscription | Monthly | TFSA rates: 0.50% on $0-$4,999, higher tiers for $5,000+. Redeemable 1-year TFSA GIC at 2.35%. |
| Subscription | Monthly | FHSA Daily Interest Account: 0.80% for $0-$4,999.99, tiered for higher balances. FHSA GIC 1-year at 2.000%. |
| Subscription | Monthly | RRSP rates: Retirement Savings Builder 0.20% on all balances. Fixed rate short-term accounts from 2.00% (30-59 days) to 2.50% (180-269 days). |
| Transaction based/ take rate | Pay-as-you-go | Global Transfers: Free for $1,000-$10,000 transfers, $5 CAD for $50-$999.99. Special country rates at $15 CAD. ATB FX: Free setup and support. |
Go-to-market motion1 record
Distribution channels7 records
Marketing channels7 records
ATB Capital Markets product offering
Product offeringCore offering
ATB Capital Markets is the capital markets division of ATB Financial, providing institutional research, sales, trading, and investment banking services to corporate and institutional clients operating in or connected to the Alberta market.
Product overview
ATB Financial is a major Alberta-based financial institution offering a comprehensive suite of banking, investment, and wealth management products and services. The company operates across multiple divisions: Personal Banking (everyday banking, mortgages, credit cards, insurance), Business Banking (commercial loans, merchant services, international payments), Wealth Management (private banking, investment management, institutional services), and Capital Markets (ATB Cormark Capital Markets). Core digital platforms include ATB Personal (web/mobile banking), ATB Business Online, ATB FX Online for currency management, and ATB Prosper for self-directed investing. The company also offers registered accounts (RRSP, TFSA, FHSA, RESP, RRIF), GICs, mortgages, and specialized lending products for agriculture and small business. Note: The source data primarily reflects ATB Financial's personal and business banking operations rather than specific ATB Capital Markets products.
Differentiator
Problem solved
Functional benefit
Brands
- ATB Wealth: Wealth management and private banking services including investment counsel, institutional services, and financial planning.
- ATB Prosper
- ATB Ventures
- On the Money by ATB
- The Twenty-Four
- Good Advice
Companies that use ATB Capital Markets
Customer profileSegments6 records
ATB Capital Markets technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature4 records
ATB Capital Markets partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ATB Cormark Capital MarketscoreATB Cormark Capital Markets is a subsidiary of ATB Financial providing institutional capital markets services. Appears as a linked entity in ATB's financial services ecosystem alongside ATB Investment Management and ATB Securities.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
ATB Capital Markets competitors and assessment
Company assessmentBroad incumbents
- TD Securities: Capital markets arm of TD Bank Group with full-service investment banking, equities, fixed income, and research. Competes with ATB Capital Markets for Canadian mid-market and energy mandates with significantly broader geographic reach.
- CIBC Capital Markets: Capital markets arm of one of Canada's Big 5 banks. Overlaps with ATB Capital Markets in Canadian ECM, DCM, M&A, and equity research, but operates at national and international scale versus ATB's regional focus.
- BMO Capital Markets: Capital markets arm of Bank of Montreal providing investment banking, sales, trading, and research across North American markets. Direct competitor for Western Canadian and resource-sector mandates.
- Scotia Capital: Capital markets arm of Scotiabank providing global investment banking, equities, and fixed income services. Competes for Western Canadian and energy-sector mandates with materially broader geographic and product coverage.
- National Bank Financial Markets: Capital markets arm of National Bank of Canada providing institutional research, sales, trading, and investment banking across Canada. Particularly comparable as a regional-bank-owned capital markets franchise competing outside the Big 5.
- RBC Capital Markets: Capital markets arm of the Royal Bank of Canada, the largest Canadian bank-owned investment bank. Competes with ATB Capital Markets for Western Canadian mandates but operates globally with significantly larger balance sheet and research distribution.
Direct peers
- Haywood Securities: Canadian independent investment dealer with deep specialization in resources, energy, and mining sectors. Directly comparable in serving Western Canadian resource issuers with research, sales, and capital markets execution.
- PI Financial: Canadian independent investment dealer providing research, sales, trading, and investment banking services to growth and resource companies. Closely comparable in mid-market Canadian capital markets focus.
- Echelon Wealth Partners: Canadian independent investment dealer providing institutional research, sales, trading, and capital markets services. Comparable as a mid-tier Canadian capital markets competitor serving similar issuer and investor segments.
- Canaccord Genuity: Independent Canadian investment bank focused on small- and mid-cap equities, advisory, and capital markets. Directly comparable as a Canadian-headquartered capital markets firm serving growth and resource-sector issuers without the balance-sheet scale of Big 5 banks.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
ATB Capital Markets social profiles
Digital presenceATB Capital Markets financial estimates
Financial estimateRevenue estimate
Valuation estimate
ATB Capital Markets leadership team
Management profileNumber of profiles
ATB Capital Markets subsidiaries and ownership
Company hierarchySubsidiaries5 records
ATB Capital Markets funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ATB Capital Markets 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 ATB Capital Markets
What does ATB Capital Markets do?
ATB Capital Markets is the capital markets division of ATB Financial, providing institutional research, sales, trading, and investment banking services to corporate and institutional clients operating in or connected to the Alberta market.
Is ATB Capital Markets a public or private company?
ATB Capital Markets is a private company. It is classified as unknown and is currently operating.
When was ATB Capital Markets founded?
ATB Capital Markets was founded in -1.
Where is ATB Capital Markets based?
ATB Capital Markets is headquartered in Edmonton, Canada, in the North America region.
How does ATB Capital Markets make money?
Four revenue lines are on record. Net Interest Income is the primary driver. The others are transaction and Service Fees, wealth Management Revenue and credit Products.
Who are ATB Capital Markets's main competitors?
Broad incumbents on record are TD Securities, CIBC Capital Markets, BMO Capital Markets, Scotia Capital, National Bank Financial Markets and RBC Capital Markets. Direct peers are Haywood Securities, PI Financial, Echelon Wealth Partners and Canaccord Genuity.
Does ATB Capital Markets have an API?
No public API is recorded for ATB Capital Markets.
What industry is ATB Capital Markets in?
ATB Capital Markets's product category is Investment Banking. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of BPAHADAG, Capital Raising Advisory (Debt/Equity/Private Capital). Its NAICS code is 52315 and its SIC code is 6211.