Wealth advisory services
The company provides wealth advisory services to progressive CPA firms and law firms using a contemporary approach.
Source: LinkedIn company description · Retrieved October 13, 2026
Company profilecorewealthsolutions.com ↗
Core Wealth Solutions Inc
Core Wealth Solutions provides wealth advisory services to CPA firms and law firms.
- Headquarters
- Red Deer, Alberta, CanadaSource: RevenueBaseRetrieved October 13, 2026
- Employee range
- 1 to 10Source: RevenueBaseRetrieved October 13, 2026
- Founded
- 2020Source: RevenueBaseRetrieved October 13, 2026
- Published list appearances
- 1 supported appearance ↗Source: RevenueBase lists
What does Core Wealth Solutions Inc do?
Its team comprises designated financial professionals who understand the changing financial landscape. The company helps CPA and law firms stay competitive in the current environment.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Who it serves
Core Wealth Solutions serves CPA firms and law firms.
Services & capabilities.
Company lists.
Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.
#16OF 19
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Open the published source list.Core Wealth Solutions Inc
#16 Accounting software companies for wealth advisors
Snapshot: September 26, 2026
Company information
Sources & data notes.
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 26, 2026. How the company lists are built.
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