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

About Capitalwise

Capitalwise is a boutique financial services firm that specializes in providing personalized 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 tailored strategies and a commitment to integrity and innovation. With a team of experienced professionals, Capitalwise aims to foster close relationships with clients, ensuring they receive dedicated support and expert advice. Their services are designed for clients seeking to secure their financial future and navigate complex financial landscapes.Explore more
Capitalwise's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capitalwise Org Chart

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JH
Australia flag for contact location.

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
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2012
FW
Frank WelshExecutive Director
<$5M
1-10
Private
-
-
LT
Luke TaylorFinancial Mortgage Advisor & Broker & Director
Illustration of an envelope

Capitalwise Tech Stack

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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, Praescius Financial Holdings, Kadota Finance
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 personalized 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 tailored strategies and a commitment to integrity and i... nnovation. With a team of experienced professionals, Capitalwise aims to foster close relationships with clients, ensuring they receive dedicated support and expert advice. Their services are designed for clients seeking to secure their financial future and navigate complex financial landscapes.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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