Annex Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

2-161 Collins St, Melbourne, Victoria, 3...

Phone Number

+61 384561037

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Annex Wealth

Annex Wealth is a financial advisory firm based in Melbourne, specializing in wealth management and financial planning services. They offer a range of services including investment advice, superannuation guidance, retirement planning, and ethical investment services tailored to high-net-worth individuals and families. Their approach focuses on providing personalized financial strategies to help clients achieve their financial goals and secure their future. With a team of experienced advisors, Annex Wealth aims to build trust and long-term relationships with their clients.Explore more
Annex Wealth's Social MediaPopular SearchesAnnex Wealth Pty LtdAnnex WealthAnnex Wealth TrustAnnexwealthSIC Code 62,628NAICS Code 52,523Show more

Annex Wealth Org Chart

PhoneEmail
MR
Australia flag for contact location.

Manager, Private Wealth & Principal

PhoneEmail
SM
Australia flag for contact location.

Practice Manager - Principal

PhoneEmail
LF
Australia flag for contact location.

Manager, Private Wealth & Principal

PhoneEmail
MC
Australia flag for contact location.

Manager, Business Operations

PhoneEmail
MD
Australia flag for contact location.

Manager, Private Wealth

PhoneEmail

PhoneEmail
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ML
Australia flag for contact location.

Financial Planning Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Annex Wealth

<$5M
1-10
Private
-
2015
MR
Mark RowellManager, Private Wealth & Principal
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
-
DH
Darren HowardDirector, Financial & Planner & Smsf Specialist
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
-
DW
Dishna WijenayakeFinancial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Annex Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Annex Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Annex Wealth.

Annex Wealth Tech Stack

A closer look at the technologies used by Annex Wealth

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Frequently Asked Questions Regarding Annex Wealth

What is Annex Wealth's official website?
Annex Wealth's official website is www.annexwealth.com.au
What is Annex Wealth's Revenue?
Annex Wealth's revenue is <$5 Million
What is Annex Wealth's SIC code?
Annex Wealth's SIC: 62,628
What is Annex Wealth's NAICS code?
Annex Wealth's NAICS: 52,523
How many employees does Annex Wealth have?
Annex Wealth has 1-10 employees
What industry does Annex Wealth belong to?
Annex Wealth is in the industry of: Finance, Securities Trading
What is Annex Wealth competition?
Annex Wealth top competitors include: Chris Humphrey Private Wealth Management, Concurrence Financial Planning, Merit Wealth, Bastion Wealth
What technology does Annex Wealth use?
Some of the popular technologies that Annex Wealth uses are: Stockdio, WooCommerce, WordPress.org, PHP
How do I contact Annex Wealth?
Annex Wealth contact info: Phone number: +61 384561037 Website: www.annexwealth.com.au
What does Annex Wealth do?

Annex Wealth is a financial advisory firm based in Melbourne, specializing in wealth management and financial planning services. They offer a range of services including investment advice, superannuation guidance, retirement planning, and ethical investment services tailored to high-net-worth individuals and families. Their approach focuses on prov... iding personalized financial strategies to help clients achieve their financial goals and secure their future. With a team of experienced advisors, Annex Wealth aims to build trust and long-term relationships with their clients.Read More

What are Annex Wealth social media links?
Annex Wealth Linkedin page
Is Annex Wealth a public company?
Annex Wealth is private company therefore does not currently have an official ticker symbol
See more information about Annex Wealth

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