Providence Wealth

Finance · Australia · 11-50 Employees

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Overview

Headquarters

20 Martin Pl L 9, Sydney, New South Wale...

Phone Number

+61 292399333

Revenue

$7.4 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 Providence Wealth

Providence Wealth Advisory Group specializes in providing personalized wealth management strategies for high-net-worth individuals and not-for-profit organizations. With over two decades of experience, the firm is committed to offering advice that aligns solely with clients' best interests, ensuring transparency and no hidden fees. Their boutique approach allows for unparalleled service and direct access to senior executives, fostering long-term partnerships with clients. The firm has a proven track record of generating consistent long-term investment returns, currently managing over $1.8 billion in assets.Explore more
Providence Wealth's Social MediaPopular SearchesProvidence Wealth Pty LtdProvidence WealthProvidence Wealth Advisory Group Pty LtdProvidence Philanthropic FoundationProvidence Wealth Advisory GroupSIC Code 62,628NAICS Code 52,523Show more

Providence Wealth Org Chart

PhoneEmail
MW
Australia flag for contact location.

Chief Investment Officer

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JF
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Investment Executive & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Providence Wealth

$7.4M
11-50
Private
-
1987
MW
Marcus WaitChief Investment Officer
<$5M
11-50
Private
-
2003
NL
Nigel LewisManaging Director & CEO
<$5M
11-50
Private
-
2017
Thomas Schubert, Co-Founder & Chief Executive Officer at Drummond Capital Partners
Thomas SchubertCo-Founder & CEO
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2013
AP
Alastair PriceDirector and Principal
<$5M
1-10
Private
-
2015
<$5M
1-10
Private
-
2014
AM
Andrew McKayChairman, Investment & Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Providence Wealth Tech Stack

A closer look at the technologies used by Providence Wealth

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Frequently Asked Questions Regarding Providence Wealth

What is Providence Wealth's official website?
Providence Wealth's official website is www.providencewealth.com.au
What is Providence Wealth's Revenue?
Providence Wealth's revenue is $7.4 Million
What is Providence Wealth's SIC code?
Providence Wealth's SIC: 62,628
What is Providence Wealth's NAICS code?
Providence Wealth's NAICS: 52,523
How many employees does Providence Wealth have?
Providence Wealth has 11-50 employees
What industry does Providence Wealth belong to?
Providence Wealth is in the industry of: Finance, Securities Trading
What is Providence Wealth competition?
Providence Wealth top competitors include: Alvia, ROSE OAK Investments, Pindari Capital, Drummond Capital Partners
What technology does Providence Wealth use?
Some of the popular technologies that Providence Wealth uses are: WordPress.org, PHP, Microsoft SharePoint, Proofpoint
How do I contact Providence Wealth?
Providence Wealth contact info: Phone number: +61 292399333 Website: www.providencewealth.com.au
What does Providence Wealth do?

Providence Wealth Advisory Group specializes in providing personalized wealth management strategies for high-net-worth individuals and not-for-profit organizations. With over two decades of experience, the firm is committed to offering advice that aligns solely with clients' best interests, ensuring transparency and no hidden fees. Their boutique a... pproach allows for unparalleled service and direct access to senior executives, fostering long-term partnerships with clients. The firm has a proven track record of generating consistent long-term investment returns, currently managing over $1.8 billion in assets.Read More

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

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