Wholistics

Finance · South Africa · 11-50 Employees

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Overview

Headquarters

The Manor House West Wing 14 Nuttall Mor...

Phone Number

+27 313124270

Revenue

<$5 Million

Industry

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

About Wholistics

Wholistics Planning Group specializes in providing comprehensive financial planning solutions, wealth advisory services, and corporate benefits for both personal and corporate clients. They focus on bespoke planning and meticulous execution to help clients protect and build their lifestyle legacy. The company offers a range of services including financial emigration, professional services, and employee benefits, ensuring tailored solutions that meet the unique needs of their clients. With a dedicated team of professionals, Wholistics is committed to delivering impartial advice and dependable support to achieve clients' financial goals.Explore more
Wholistics's Social MediaPopular SearchesWholisticsWholistics Planning GroupThe Wholistics Planning GroupThe Wholistics Planning Group, itSIC Code 62,628NAICS Code 52,523Show more

Wholistics Org Chart

TF

Chief Executive Officer

PhoneEmail
GF

Manager, Human Resources

PhoneEmail
MS

Manager, Legal & Compliance

PhoneEmail
YG

Manager, Client Wealth

PhoneEmail
YB

Manager, Client Wealth

PhoneEmail

PhoneEmail
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WM

Corporate Benefits Administrator

PhoneEmail
CP

Corporate Benefit Specialist

PhoneEmail
TS

Employee Benefits Specialist

PhoneEmail
AM

Employee Benefits Specialist

PhoneEmail
NK

Training Planner

PhoneEmail

PhoneEmail
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

Wholistics Tech Stack

A closer look at the technologies used by Wholistics

Most Recent Scoops

Project
, according to a high-level source in Sales, is planning to begin initiatives related to customer experience, service and success within the next six months.
Sales, Customer Experience
Project
, according to a high-level source in Sales, is planning to begin initiatives related to business and customer intelligence and data science within the next six months.
Data Science, Sales
Project
, according to a high-level source in Sales, is planning to begin initiatives related to affiliate marketing and management within the next six months.
Digital Marketing, Contingent Workforce, Sales, Social Media, Outsourcing, Relationship Marketing, Marketing Relationships, Social Media Marketing
Project
, according to a high-level source in Sales, is planning to begin initiatives related to mobile and web analytics within the next six months.
Mobility, Analytics & Insights, Website, Sales, Mobile Applications
Project
Product Management, Sales, Information Governance
See more scoops

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Frequently Asked Questions Regarding Wholistics

What is Wholistics's official website?
Wholistics's official website is www.wholistics.co.za
What is Wholistics's Revenue?
Wholistics's revenue is <$5 Million
What is Wholistics's SIC code?
Wholistics's SIC: 62,628
What is Wholistics's NAICS code?
Wholistics's NAICS: 52,523
How many employees does Wholistics have?
Wholistics has 11-50 employees
What industry does Wholistics belong to?
Wholistics is in the industry of: Finance, Securities Trading
What technology does Wholistics use?
Some of the popular technologies that Wholistics uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact Wholistics?
Wholistics contact info: Phone number: +27 313124270 Website: www.wholistics.co.za
What does Wholistics do?

Wholistics Planning Group specializes in providing comprehensive financial planning solutions, wealth advisory services, and corporate benefits for both personal and corporate clients. They focus on bespoke planning and meticulous execution to help clients protect and build their lifestyle legacy. The company offers a range of services including fi... nancial emigration, professional services, and employee benefits, ensuring tailored solutions that meet the unique needs of their clients. With a dedicated team of professionals, Wholistics is committed to delivering impartial advice and dependable support to achieve clients' financial goals.Read More

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

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