Wealthwiz

Financial Software · Australia · 11-50 Employees

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Overview

Headquarters

47-51 Richmond Rd Ste 3, Blacktown, New ...

Phone Number

+61 280046655

Revenue

$9.5 Million

Industry

Financial Software Finance Software Lending & Brokerage
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About Wealthwiz

WealthWiz is dedicated to helping individuals plan their financial future through personalized strategies tailored to their life goals. The company offers expert advice on home loans, refinancing, life insurance, and long-term financial needs, catering to clients looking to buy, refinance, or build property investment portfolios. Their professional team compares loan features from major banks and smaller lenders to find the best options for clients. WealthWiz also provides services in Mandarin, making their offerings accessible to a broader audience.Explore more
Wealthwiz's Social MediaPopular Searcheswealthwiz Pty LtdWealthWiz Wealth ManagementWealthWiz - - Wealth ManagementWealthWiz LLCWealthwiz Wealth Management BlacktownSIC Code 62,628NAICS Code 52,523Show more

Wealthwiz Org Chart

PhoneEmail
AS
Australia flag for contact location.

Principal and Wealth Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthwiz

$9.5M
11-50
Private
-
2016
AS
Alex SonciniPrincipal and Wealth Manager
<$5M
1-10
Private
-
-
DC
Danielle ClarkChief Operating Officer
<$5M
11-50
Private
-
2016
BL
Bibi LinkClient Relationship Manager
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
2001
RW
Rosalie WigdorowitzPractice Manager
<$5M
1-10
Private
-
-
SB
Susie BestwickFinancial Advisor
<$5M
1-10
Private
-
-
DP
David PeroFinancial Advisor & Director
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Wealthwiz is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Wealthwiz is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Wealthwiz.

Wealthwiz Tech Stack

A closer look at the technologies used by Wealthwiz

Top Financial Software Companies

Frequently Asked Questions Regarding Wealthwiz

What is Wealthwiz's official website?
Wealthwiz's official website is www.wealthwiz.com.au
What is Wealthwiz's Revenue?
Wealthwiz's revenue is $9.5 Million
What is Wealthwiz's SIC code?
Wealthwiz's SIC: 62,628
What is Wealthwiz's NAICS code?
Wealthwiz's NAICS: 52,523
How many employees does Wealthwiz have?
Wealthwiz has 11-50 employees
What industry does Wealthwiz belong to?
Wealthwiz is in the industry of: Financial Software, Finance, Software
What is Wealthwiz competition?
Wealthwiz top competitors include: iChart, FinVu, FocusOne Integrated Financial Planning, ICG Financial Planning
What technology does Wealthwiz use?
Some of the popular technologies that Wealthwiz uses are: WordPress.org, PHP, Google Font API, GoDaddy DNS
How do I contact Wealthwiz?
Wealthwiz contact info: Phone number: +61 280046655 Website: www.wealthwiz.com.au
What does Wealthwiz do?

WealthWiz is dedicated to helping individuals plan their financial future through personalized strategies tailored to their life goals. The company offers expert advice on home loans, refinancing, life insurance, and long-term financial needs, catering to clients looking to buy, refinance, or build property investment portfolios. Their professional... team compares loan features from major banks and smaller lenders to find the best options for clients. WealthWiz also provides services in Mandarin, making their offerings accessible to a broader audience.Read More

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

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