Ullman Wealth Management
Multi family office in Toronto, Canada, founded 2017; focus on fintech and real estate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Toronto, Canada
- FOUNDED
- 2017
Investment approach
- ROUTES
- Direct investments
Overview
This multi family office is based in Toronto, Canada; it was founded in 2017. Listed sector interests include fintech and real estate. It invests directly in companies; 3 people are named on its team.
People
- Lawrence UllmanFounder, CEO, and Chief Investment Officer · source
- Craig McGeePortfolio Manager · source
- Mark GoodfieldHead of Tax and Estate Planning · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Ullman Wealth Management is a multi family office based in Toronto, Canada, founded in 2017.
Ullman Wealth Management invests directly in companies.
Ullman Wealth Management invests in Fintech and Real Estate & PropTech.
Key people at Ullman Wealth Management include Lawrence Ullman (Founder, CEO, and Chief Investment Officer), Craig McGee (Portfolio Manager) and Mark Goodfield (Head of Tax and Estate Planning).