Citadel Wealth

Finance · Australia · 1-10 Employees

View Company Info for Free

Overview

Headquarters

141 Camberwell Rd L 3, Hawthorn East, Vi...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Citadel Wealth

Citadel Wealth Solutions is a financial planning practice located in Melbourne, established in 1990. The company specializes in providing tailored financial advice to help clients create, protect, and enhance their wealth throughout various life stages. With over 40 years of combined finance expertise, they offer strategic advice on superannuation, investment, tax planning, insurance, and estate planning. Recognized for their high-quality services, they focus on a personalized and holistic approach to meet the evolving needs of their clients.Explore more
Citadel Wealth's Social MediaPopular SearchesCitadel WealthSIC Code 62,628NAICS Code 52,523Show more

Citadel Wealth Org Chart

PhoneEmail
CM
Australia flag for contact location.

Practice Manager

PhoneEmail
DW
Australia flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Citadel Wealth your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Citadel Wealth

Compare insights from companies similar to Citadel Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Citadel Wealth

<$5M
1-10
Private
-
1990
CM
Carly MonahanPractice Manager
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2013
PC
Peter CoombesPractice Principal and Financial Adviser
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
DB
Dustin BartholomewDirector, Financial & Advisor
<$5M
1-10
Private
-
2012
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Citadel Wealth Tech Stack

A closer look at the technologies used by Citadel Wealth

Top Finance Companies

Frequently Asked Questions Regarding Citadel Wealth

What is Citadel Wealth's official website?
Citadel Wealth's official website is www.citadelwealth.com.au
What is Citadel Wealth's Revenue?
Citadel Wealth's revenue is <$5 Million
What is Citadel Wealth's SIC code?
Citadel Wealth's SIC: 62,628
What is Citadel Wealth's NAICS code?
Citadel Wealth's NAICS: 52,523
How many employees does Citadel Wealth have?
Citadel Wealth has 1-10 employees
What industry does Citadel Wealth belong to?
Citadel Wealth is in the industry of: Finance, Securities Trading
What is Citadel Wealth competition?
Citadel Wealth top competitors include: Concurrence Financial Planning, Merit Wealth, MBA Wealth Solutions, Intergenerational Wealth
What technology does Citadel Wealth use?
Some of the popular technologies that Citadel Wealth uses are: WordPress.org, PHP, Neto, Squarespace Online Stores
What does Citadel Wealth do?

Citadel Wealth Solutions is a financial planning practice located in Melbourne, established in 1990. The company specializes in providing tailored financial advice to help clients create, protect, and enhance their wealth throughout various life stages. With over 40 years of combined finance expertise, they offer strategic advice on superannuation,... investment, tax planning, insurance, and estate planning. Recognized for their high-quality services, they focus on a personalized and holistic approach to meet the evolving needs of their clients.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.