Apt Wealth Partners

Financial Services • Sydney, New South Wales, Australia • 51-100 Employees

Company overview

Headquarters	Level 12, 8 Spring Street, Sydney, NSW 2000, AU
Phone number	+61387795254
Website	aptwealth.com.au
NAICS	52
SIC	874
Founded	2007
Employees	51-100
Socials

Key Contacts at Apt Wealth Partners

John Versace

Director

Andrew Dunbar

Chief Executive Officer

Melita Daff

Head Of Innovation & Client Experience, Director At Apt Wealth Partners

Apt Wealth Partners Email Formats

Apt Wealth Partners uses 4 email formats. The most common is {first initial} (e.g., j@aptwealth.com.au), used 78.7% of the time.

Format	Example	Percentage
{first initial}	j@aptwealth.com.au	78.7%
{first name}	john@aptwealth.com.au	14.9%
{first initial}{last name}	jdoe@aptwealth.com.au	4.3%
{first initial}.{last name}	j.doe@aptwealth.com.au	2.1%

About Apt Wealth Partners

Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong. With over 30 years of experience, Apt Wealth Partners manages over $2 billion in client funds and offers a range of services including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans. Financial security is something that every Australian strives to achieve. It has a considerable impact on your quality of life, both now and into the future. We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow. Our team are dedicated to providing you the right advice and support. In fact, we see our team as our greatest asset with years of combined experience in providing tailored financial solutions. Your individual needs are at the core of what we do. We’ve helped thousands of families achieve the financial future they wanted. That experience has allowed us to build a philosophy and process to maximise your investments to ensure you lead the lifestyle you set out to achieve.

Apt Wealth Partners revenue & valuation

Annual revenue	$3,500,000
Revenue per employee	$64,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$11,200,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Senior

Manager

Employees by Department

Apt Wealth Partners has 41 employees across 9 departments.

Departments

Number of employees

Funding Data

Apt Wealth Partners has never raised funding before.

Apt Wealth Partners Tech Stack

Discover the technologies and tools that power Apt Wealth Partners's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Material Design Lite

UI frameworks

Google Maps

Maps

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Yoast SEO

SEO

Frequently asked questions

Apt Wealth Partners is located in Sydney, New South Wales, AU.

You can reach Apt Wealth Partners at +61387795254.

Apt Wealth Partners was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Apt Wealth Partners has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.