Wealthwise Overview

  • Founded
  • 1986
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 32
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Wealthwise General Information

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.

Contact Information

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
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Wealthwise Valuation & Funding

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

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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
To view Wealthwise’s complete executive team members history, request access »

Wealthwise Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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