Capitalwise

Finance · Australia · 1-10 Employees

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Overview

Headquarters

50 Margaret St, Sydney, New South Wales,...

Phone Number

+61 285990835

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
1
1
1
1
2
1

About Capitalwise

Capitalwise is a boutique financial services firm that specializes in providing tailored financial planning, aged care advice, mortgage services, investment property guidance, and estate planning. The company focuses on helping individuals and families achieve their financial goals through personalized service and a commitment to integrity and innovation. With a team of experienced professionals, Capitalwise aims to foster close relationships with clients, ensuring they receive the best possible advice and support for their unique financial situations. Their services are designed for clients seeking comprehensive financial solutions to secure their financial future.Explore more
Capitalwise's Social MediaPopular SearchesCapitalwiseSambe Investments Pty LtdCapital Wise111 044 510 Partners Pty LtdCapitalwise Equipment Group LLCSIC Code 62,628NAICS Code 52,523Show more

Capitalwise Org Chart

PhoneEmail
JH
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Head of Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitalwise

<$5M
1-10
Private
-
2006
JH
Joanne HuynhHead of Client Services
$5.2M
11-50
Private
-
2004
MH
Matthew HarringtonDirector Praescius Board
<$5M
11-50
Private
-
2012
AB
Ashish BhagatManager, Sales Team
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2012
FW
Frank WelshExecutive Director
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
DA
Daniella AllenAccounting Client Service Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Capitalwise Tech Stack

A closer look at the technologies used by Capitalwise

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Frequently Asked Questions Regarding Capitalwise

What is Capitalwise's official website?
Capitalwise's official website is www.capitalwise.com.au
What is Capitalwise's Revenue?
Capitalwise's revenue is <$5 Million
What is Capitalwise's SIC code?
Capitalwise's SIC: 62,628
What is Capitalwise's NAICS code?
Capitalwise's NAICS: 52,523
How many employees does Capitalwise have?
Capitalwise has 1-10 employees
What industry does Capitalwise belong to?
Capitalwise is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Capitalwise competition?
Capitalwise top competitors include: Maddern Financial Advisers, Community Financial Services, Nexus Private Wealth Management, Praescius Financial Holdings
What technology does Capitalwise use?
Some of the popular technologies that Capitalwise uses are: Google Universal Analytics, Neto, MailChimp, SecurePay
How do I contact Capitalwise?
Capitalwise contact info: Phone number: +61 285990835 Website: www.capitalwise.com.au
What does Capitalwise do?

Capitalwise is a boutique financial services firm that specializes in providing tailored financial planning, aged care advice, mortgage services, investment property guidance, and estate planning. The company focuses on helping individuals and families achieve their financial goals through personalized service and a commitment to integrity and inno... vation. With a team of experienced professionals, Capitalwise aims to foster close relationships with clients, ensuring they receive the best possible advice and support for their unique financial situations. Their services are designed for clients seeking comprehensive financial solutions to secure their financial future.Read More

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

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