Diligent Wealth Management Revenue

Investment Management • Arrowtown, Otago, New Zealand • 1-10 Employees

Diligent Wealth Management revenue & valuation

Annual revenue	$9,613,739
Revenue per employee	$3,205,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$30,800,000
Total funding	No funding

Key Contact at Diligent Wealth Management

Mark Baker

CEO

Company overview

Headquarters	57 Buckingham Street, Arrowtown, 9302, NZ
Phone number	+645742682844
Website	diligentwealth.co.nz
NAICS	5231
SIC	641
Keywords	Financial Advice, Qrops, Uk Pension Transfers, Kiwisaver
Employees	1-10

Diligent Wealth Management Email Formats

Diligent Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@diligentwealth.co.nz), used 100% of the time.

Format	Example	Percentage
{first initial}	j@diligentwealth.co.nz	100%

About Diligent Wealth Management

Our primary focus is on UK pension transfers and the ongoing investment and management of your funds after a transfer to New Zealand. Alongside this we offer a retirement planning service that will help you reach your wealth goals. We are here to help answer your questions about the benefits and pitfalls surrounding pension transfers and provide solutions that meet your long-term financial goals. Importantly, it's not just about the transfer, it’s about where your pension transfer ends up. We match you with the right scheme and the right funds that meet your investment preferences and desired outcomes. Once your UK pension transfer is established in its new home here in New Zealand it’s our job to ensure your transferred UK pension is working hard to provide for your long-term financial wellbeing. Our services are independent and our relationships with a range schemes ensures you get your UK pension transfer right the first time.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Diligent Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Diligent Wealth Management has never raised funding before.

Diligent Wealth Management Tech Stack

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

Adobe Fonts

Font scripts

Modernizr

JavaScript libraries

Lodash

JavaScript libraries

Facebook Chat Plugin

Live chat

Squarespace Commerce

Ecommerce

reCAPTCHA

Security

Stimulus

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Zoho

CRM

core-js

JavaScript libraries

Cart Functionality

Ecommerce

Frequently asked questions

Diligent Wealth Management is located in Arrowtown, Otago, NZ.

You can reach Diligent Wealth Management at +645742682844.

Diligent Wealth Management generates an estimated annual revenue of $9,613,739. This revenue figure reflects the company's market position and business performance in its industry.

Diligent Wealth Management has an estimated valuation of $30,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Diligent Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Diligent Wealth Management

Mark Baker

CEO

4.8

40,000 users