Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Revenue
Financial Services • 
Cape Town, Western Cape, South Africa • 1-10 Employees
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contact at Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023
Gené Scott
Co-Founder/ Executive Director
Company overview
| Headquarters | 183 Albion Springs, Cnr Albion Springs Close and Main Road, Rondebosch, Cape Town, Western Cape 7700, ZA |
| Phone number | +27872929371 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Succession Planning, Employee Benefits, Family Office, Retirement Planning, Offshore Investments, Behavioral Finance, Risk Planning, Fiduciary Specialist, Intergenerational Planning |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 Email Formats
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 uses 2 email formats. The most common is {first name} (e.g., john@centricwealth.co.za), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@centricwealth.co.za | 62.5% |
{first initial} | j@centricwealth.co.za | 37.5% |
About Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023
Centric Wealth Advisory is an award winning privately owned and managed wealth advisory business. In 2022 and 2023 we were awarded the Boutique Wealth Manager of the year in the Krutham (formerly Intellidex) Top Wealth Managers and Private Banks survey. In addition, we have been awarded the People's Choice Award over the past four consecutive years between 2021 to 2024. Our client-centric approach and independence affords our clients flexibility and choice. This enables us to position ourselves at the hub of a network of providers that offer trustee, fiduciary and investment management services. Our clients get the benefit of honest and unbiased advice as well as clearly defined and individually tailored investment strategies.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Centric Wealth Advisory - SA's Top Boutique Wealth Manager of the year 2022 and 2023 has never raised funding before.
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