Chartered Wealth Solutions

Financial Services • Johannesburg, Gauteng, South Africa • 51-100 Employees

Company overview

Headquarters	Johannesburg, Gauteng, South Africa
Phone number	+27115022800
Website	charteredwealth.co.za
NAICS	52
SIC	628
Keywords	Estate Planning, Retirement, Financial Planning, Investment Planning, Retirement Life Planning
Founded	1999
Employees	51-100
Socials

Key Contacts at Chartered Wealth Solutions

Kim Potgieter

Managing Director At Chartered Wealth Solutions

John Campbell

Ceo

James Carvalho

Director And Financial Planner

Chartered Wealth Solutions Email Formats

Chartered Wealth Solutions uses 2 email formats. The most common is {first name} (e.g., john@charteredwealth.co.za), used 67.3% of the time.

Format	Example	Percentage
{first name}	john@charteredwealth.co.za	67.3%
{first initial}	j@charteredwealth.co.za	32.7%

About Chartered Wealth Solutions

Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement. It helps its clients do this by combining three fundamental processes - Firstly, planning their lives in retirement; secondly, planning their finances to meet their goals and thirdly, planning their investment strategies.

Chartered Wealth Solutions revenue & valuation

Annual revenue	$37,500,000
Revenue per employee	$481,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$120,000,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Chartered Wealth Solutions has 35 employees across 6 departments.

Departments

Number of employees

Funding Data

Chartered Wealth Solutions has never raised funding before.

Chartered Wealth Solutions Tech Stack

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

reCAPTCHA

Security

Ninja Forms

Form builders

Amazon SES

Marionette.js

JavaScript frameworks

Underscore.js

JavaScript libraries

Ova

Page builders

Site Kit

Analytics

Vimeo

Video players

Hotjar

Analytics

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Frequently asked questions

Chartered Wealth Solutions is located in Johannesburg, Gauteng, ZA.

You can reach Chartered Wealth Solutions at +27115022800.

Chartered Wealth Solutions was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

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