Fortuna Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

11/117 Clarence St, Sydney, New South Wa...

Phone Number

+61 292991200

Revenue

$7 Million

Industry

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

About Fortuna Wealth

Fortuna Active Wealth is a national wealth management and personal insurance advisory business based in Sydney, serving clients across Australia, including professionals, business owners, and self-funded retirees. The company focuses on creating personalized financial strategies and investment management plans tailored to individual goals and situations. Their services include financial advice, superannuation management, self-managed super fund (SMSF) guidance, personal insurance, and debt restructuring solutions. Fortuna aims to help clients achieve financial freedom and security through innovative tools, expert advice, and ongoing support.Explore more
Fortuna Wealth's Social MediaPopular SearchesFortuna WealthFortuna Active Wealth Pty LtdFortuna Active Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Fortuna Wealth Org Chart

Evan Mayer, Chief Executive Officer & Founder at Fortuna Wealth
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Chief Executive Officer & Founder

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Chief Operating Officer

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AP
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Senior Vice President and Operations Manager ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortuna Wealth

$7M
11-50
Private
-
-
Evan Mayer, Chief Executive Officer & Founder at Fortuna Wealth
Evan MayerCEO & Founder
<$5M
11-50
Private
-
1999
CL
Charmaine LamprechtPrincipal. Chief Operating Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
1988
MC
Monica ChristodoulouClient Service Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Fortuna Wealth Tech Stack

A closer look at the technologies used by Fortuna Wealth

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Frequently Asked Questions Regarding Fortuna Wealth

What is Fortuna Wealth's official website?
Fortuna Wealth's official website is www.fortunawealth.com.au
What is Fortuna Wealth's Revenue?
Fortuna Wealth's revenue is $7 Million
What is Fortuna Wealth's SIC code?
Fortuna Wealth's SIC: 62,628
What is Fortuna Wealth's NAICS code?
Fortuna Wealth's NAICS: 52,523
How many employees does Fortuna Wealth have?
Fortuna Wealth has 11-50 employees
What industry does Fortuna Wealth belong to?
Fortuna Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Fortuna Wealth competition?
Fortuna Wealth top competitors include: Durand Financial Services, Weaver Wealth Management, Advice Wise, Capital Partners
What technology does Fortuna Wealth use?
Some of the popular technologies that Fortuna Wealth uses are: Hostgator, BlueHost
How do I contact Fortuna Wealth?
Fortuna Wealth contact info: Phone number: +61 292991200 Website: www.fortunawealth.com.au
What does Fortuna Wealth do?

Fortuna Active Wealth is a national wealth management and personal insurance advisory business based in Sydney, serving clients across Australia, including professionals, business owners, and self-funded retirees. The company focuses on creating personalized financial strategies and investment management plans tailored to individual goals and situa... tions. Their services include financial advice, superannuation management, self-managed super fund (SMSF) guidance, personal insurance, and debt restructuring solutions. Fortuna aims to help clients achieve financial freedom and security through innovative tools, expert advice, and ongoing support.Read More

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

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