Wagtail Wealth

Finance · Australia · 1-10 Employees

View Company Info for Free

Overview

Headquarters

Australia

Revenue

$6.4 Million

Industry

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

About Wagtail Wealth

Wagtail Wealth offers personalized financial advice aimed at helping clients plan for their future and protect their wealth. They provide a range of services including strategy development, education, cashflow management, superannuation assistance, investment guidance, and personal insurance selection. The company prides itself on making financial advice enjoyable and accessible, ensuring open communication and tailored solutions for each client's unique circumstances. Their target clients are individuals seeking to gain confidence and prosperity in managing their financial futures.Explore more
Wagtail Wealth's Social MediaPopular SearchesWagtail Wealth Pty LtdWagtail WealthSIC Code 62,628NAICS Code 52,523Show more

Wagtail Wealth Org Chart

PhoneEmail
CS
Australia flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

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

Is Wagtail 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 Wagtail Wealth

Compare insights from companies similar to Wagtail 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

Wagtail Wealth

$6.4M
1-10
Private
-
2019
CS
Cassandra Sorby-AdamsFinancial Advisor
$6.4M
1-10
Private
-
2018
LM
Lauren MushetManager, Client Services
<$5M
1-10
Private
-
-
MW
Mark WilliamsPractice Manager
<$5M
1-10
Private
-
-
JJ
Jasmin JakupovicFinancial Principal & Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1995
JS
Joe StephanDirector, Senior Financial Advisor
<$5M
1-10
Private
-
2019
BT
Brendan TrapnellDirector, Financial Services & Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Wagtail Wealth Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Wagtail Wealth

What is Wagtail Wealth's official website?
Wagtail Wealth's official website is www.wagtailwealth.com.au
What is Wagtail Wealth's Revenue?
Wagtail Wealth's revenue is $6.4 Million
What is Wagtail Wealth's SIC code?
Wagtail Wealth's SIC: 62,628
What is Wagtail Wealth's NAICS code?
Wagtail Wealth's NAICS: 52,523
How many employees does Wagtail Wealth have?
Wagtail Wealth has 1-10 employees
What industry does Wagtail Wealth belong to?
Wagtail Wealth is in the industry of: Finance, Securities Trading
What is Wagtail Wealth competition?
Wagtail Wealth top competitors include: Pillar Wealth Advisers, Gilchrist Wealth Management, LDM Private Wealth, Discovery Wealth Advisers
What technology does Wagtail Wealth use?
Some of the popular technologies that Wagtail Wealth uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
What does Wagtail Wealth do?

Wagtail Wealth offers personalized financial advice aimed at helping clients plan for their future and protect their wealth. They provide a range of services including strategy development, education, cashflow management, superannuation assistance, investment guidance, and personal insurance selection. The company prides itself on making financial... advice enjoyable and accessible, ensuring open communication and tailored solutions for each client's unique circumstances. Their target clients are individuals seeking to gain confidence and prosperity in managing their financial futures.Read More

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