Integral Private Wealth
Financial Services • 
Sydney, New South Wales, Australia • 21-50 Employees
Company overview
| Headquarters | Level 10, 83 Clarence Street, Sydney, New South Wales 2000, AU |
| Phone number | +6115106922641 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Risk Management, Strategy, Tax Planning, Financial Advisory, Strategic Financial Planning, Wealth Management, Asset Allocation, Estate Planning, Investment Management, Fintech, Superannuation Strategies, Economic Insight, Tax Financial Advisory |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contacts at Integral Private Wealth
Patrick Duke
Director & Principal Advisor
Marc Smith
Director & Principal Advisor
Integral Private Wealth Email Formats
Integral Private Wealth uses 4 email formats. The most common is {first initial} (e.g., j@integralprivatewealth.com.au), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@integralprivatewealth.com.au | 55.6% |
{first name} | john@integralprivatewealth.com.au | 33.3% |
{first initial}.{last name} | j.doe@integralprivatewealth.com.au | 5.6% |
{first initial}{last name} | jdoe@integralprivatewealth.com.au | 5.6% |
About Integral Private Wealth
Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth. Our approach is grounded in a steadfast commitment to excellence, transparency, and professionalism, ensuring that every decision and interaction is aimed at achieving superior outcomes for our clients. Our team of highly qualified financial advisers is consistently recognised among Australia’s top advisers by Barron’s, as published in The Australian. This accolade highlights our dedication to industry-leading standards and our focus on key metrics, including asset management, transparent fee structures, professional credentials, client satisfaction, and overall practice quality. For more information or to arrange a consultation, please contact us on 1300 468 694 or email info@integralprivatewealth.com.au.
Integral Private Wealth revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Integral Private Wealth has 15 employees across 2 departments.
Departments
Number of employees
Funding Data
Integral Private Wealth has never raised funding before.
Integral Private Wealth Tech Stack
Discover the technologies and tools that power Integral Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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