IOTA Investment Services (Pty)
Financial Services • 
Johannesburg, Gauteng, South Africa • 11-20 Employees
Company overview
| Headquarters | 114 Oxford Road, Oxford & Glenhove, Building 2, Johannesburg, Gauteng 2198, ZA |
| Phone number | +27114466000 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Estate Planning, Retirement Planning, Wealth Management, Investment Management, Tax Planning, Financial Planning, South Africa, Accounting Services, Cape Town, Trust Administration, Johannesburg, Fiduciary Services, Investment Administration, Global Wealth Management |
| Founded | 1993 |
| Employees | 11-20 |
| Socials |
Key Contacts at IOTA Investment Services (Pty)
Greg Boiskin
Director
Philip Plotz
Managing Director
Ian Sowden
Director
IOTA Investment Services (Pty) Email Formats
IOTA Investment Services (Pty) uses 4 email formats. The most common is {first name} (e.g., john@iota.co.za), used 46.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@iota.co.za | 46.7% |
{first initial} | j@iota.co.za | 33.3% |
{last name} | doe@iota.co.za | 13.3% |
@iota.co.za | 6.7% |
About IOTA Investment Services (Pty)
COMPANY HISTORY IOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986. In 1998 it became a subsidiary of IOTA Financial Services Ltd, which listed on the JSE in the same year. When the holding company de-listed in 2002, the board of IOTA Investment Services performed a management buy out. Today the company remains a niche financial services practice offering value to high nett worth individuals. It provides a holistic wealth management service, acting as financial director to clients and families who often have the knowledge, but not the time, to manage their local and global finances. We are proactive in meeting regularly with our clients to take the necessary steps to achieve our goals jointly. VISION IOTA’s vision is to have a high degree of competence in wealth management locally and abroad. We align our business interests with like minded clients and strategic suppliers and maintain the promotion of a client to client platform for mutual success. MISSION To continuously uphold without remittance the highest of business integrity and ethics, and to ensure our clients receive no less. Unerring, we will always take the high road; now and into the future. VALUES We live by our values of integrity, commitment, honesty and personal performance to clients, the business and employees. SERVICE OFFERING IOTA Investment Services offers the following services: - Retirement planning - Wealth planning and management - Asset allocation - Estate planning - Corporate advice - Risk planning
IOTA Investment Services (Pty) revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
IOTA Investment Services (Pty) has 7 employees across 3 departments.
Departments
Number of employees
Funding Data
IOTA Investment Services (Pty) has never raised funding before.
IOTA Investment Services (Pty) Tech Stack
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