Independent Wealth Managers Revenue
Financial Services • 
Durban, KwaZulu-Natal, South Africa • 21-50 Employees
Independent Wealth Managers revenue & valuation
| Annual revenue | $2,994,425 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Key Contacts at Independent Wealth Managers
Shaun Matthews
Director / Certified Financial Planner ®
Jenna Von Mollendorff
Director / Financial Planner
Greg Hill
Director
Maureen Attridge
Director
Company overview
| Headquarters | Durban, KwaZulu-Natal, South Africa |
| Phone number | +274830208494 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Offshore Investment Management, Personalised Financial Planning, Legacy And Estate Planning, Retirement And Pension Planning, Personal And Business Risk Assurance |
| Founded | 2003 |
| Employees | 21-50 |
| Socials |
Independent Wealth Managers Email Formats
Independent Wealth Managers uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@iwm.co.za), used 59.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@iwm.co.za | 59.1% |
{first initial}{last name} | jdoe@iwm.co.za | 31.8% |
{first initial}{f2} | j{f2}@iwm.co.za | 4.5% |
{first name} | john@iwm.co.za | 4.5% |
About Independent Wealth Managers
Integrating and optimising your financial life takes the guidance of attentive, trusted wealth managers. You will find our highly personalised approach ensures that we gain an in depth understanding of your unique circumstances, a necessity to navigate you in what has become a complex, ever-changing economic landscape. Our heritage dates back to 2003, when we were established in Durban, KwaZulu Natal. Expanding ourselves and our business purpose, today we advise an affluent base of individuals, private companies and trusts throughout South Africa and abroad. Independent Wealth Managers is an owner managed, FPI Approved Professional Practice™, we strive for the highest standards of business practices. By applying these high standards, it enables us to provide professional, independent and considered financial guidance. We make a difference for our client’s by getting to know, understand and guide them and their families, anchoring all our interactions on our core values: Principled: Our principled, thorough approach is driven by putting our clients first. Considered Custodianship: We are true custodians of our clients’ wealth, futures and legacies. We believe there is no greater responsibility. Team Based Collaboration: Our clients find comfort that our team-based approach delivers a unique blend of specialist skill. Dependability: Our clients can rely on us as we guide them, building long term relationships based on trust Our team has been hand-picked for their industry experience, professionalism and commitment to service-excellence. All our planners are experts in financial planning, are members of the Financial Planning Institute of Southern Africa (FPI), are CFP® professionals and have engaged in behavioral and life coaching.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Independent Wealth Managers has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Independent Wealth Managers has never raised funding before.
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