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Wealthwise

Wealthwise?uq=w9if130k
1986 FOUNDED
M&A STATUS
31-40 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financials advisory services. The company offers investment and asset allocation advice, retirement planning, insurance, strategic financial planning advice and aged care services in United states.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 436-438 Vincent Street West
  • Western Australia 6007
  • Australia

Wealthwise Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Wealthwise Executive Team (3)

Name Title Board
Seat
Contact
Info
Sheila Luxton Co-Founder & Manager, Compliance
Jamie Luxton Co-Founder & Advisor

1 Former Executive

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