Plenary Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

100 Walker St L 8, North Sydney, New Sou...

Phone Number

+61 290245367

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
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1
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About Plenary Wealth

Plenary Wealth is a financial planning firm based in Sydney that specializes in providing tailored financial advice and business financial advisory services. Their team focuses on helping motivated clients achieve their financial goals by removing obstacles to wealth creation. They offer a comprehensive Knowledge Centre filled with resources such as learning modules, articles, and financial calculators to enhance clients' understanding of money matters. Plenary Wealth aims to measure success by the positive outcomes they help clients achieve, emphasizing a personalized approach to financial independence.Explore more
Plenary Wealth's Social MediaPopular SearchesPlenary WealthPlenary Wealth Pty LtdPlenarywealthSIC Code 62,628NAICS Code 52,523Show more

Plenary Wealth Org Chart

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PP
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Advice Manager

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ND
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Financial Advisor

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Compare Similar Companies to Plenary Wealth

Compare insights from companies similar to Plenary 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

Plenary Wealth

<$5M
1-10
Private
-
2013
PP
Patricia PetersAdvice Manager
$5.3M
11-50
Private
-
1999
YC
Yile ChenChief Investment Officer
<$5M
11-50
Private
-
-
DP
Dylan Pargiter-GreenDirector, Financial & Advisor
<$5M
11-50
Private
-
2008
ML
Mark LockhartPrincipal Planner
<$5M
11-50
Private
-
-
Maria Mercieca, Managing Director at In Wealth
Maria MerciecaManaging Director
<$5M
1-10
Private
-
-
JJ
Joe JutrisaFinancial Advisor
<$5M
11-50
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Plenary Wealth Tech Stack

A closer look at the technologies used by Plenary Wealth

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Frequently Asked Questions Regarding Plenary Wealth

What is Plenary Wealth's official website?
Plenary Wealth's official website is www.plenarywealth.com.au
What is Plenary Wealth's Revenue?
Plenary Wealth's revenue is <$5 Million
What is Plenary Wealth's SIC code?
Plenary Wealth's SIC: 62,628
What is Plenary Wealth's NAICS code?
Plenary Wealth's NAICS: 52,523
How many employees does Plenary Wealth have?
Plenary Wealth has 1-10 employees
What industry does Plenary Wealth belong to?
Plenary Wealth is in the industry of: Finance, Securities Trading
What is Plenary Wealth competition?
Plenary Wealth top competitors include: Financial Services Partners, Bold Wealth, Generation Wealth Partners, In Wealth
What technology does Plenary Wealth use?
Some of the popular technologies that Plenary Wealth uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
How do I contact Plenary Wealth?
Plenary Wealth contact info: Phone number: +61 290245367 Website: www.plenarywealth.com.au
What does Plenary Wealth do?

Plenary Wealth is a financial planning firm based in Sydney that specializes in providing tailored financial advice and business financial advisory services. Their team focuses on helping motivated clients achieve their financial goals by removing obstacles to wealth creation. They offer a comprehensive Knowledge Centre filled with resources such a... s learning modules, articles, and financial calculators to enhance clients' understanding of money matters. Plenary Wealth aims to measure success by the positive outcomes they help clients achieve, emphasizing a personalized approach to financial independence.Read More

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

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