Lantana Private Wealth
Financial Services • 
North Tower, 80 Collins Street, Australia • 1-10 Employees
Company overview
| Headquarters | North Tower, 80 Collins Street, Level 6, Melbourne, Victoria 3000, AU |
| Phone number | +6125861211 |
| Website | |
| NAICS | 52 |
| SIC | 641 |
| Keywords | Investment Advice, Accounting, Business Start Up, Private Equity, Financial Advice, Wealth Management, Consulting, Property Investment, Lending, Technology, Business Services, Taxation, Portfolio Management, Alternative Investments, Asset Finance, Software Solutions, Mortgage Broking, Cloud Based Computing |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contact at Lantana Private Wealth
Brett Jackson
Founder | Director
Lantana Private Wealth Email Formats
Lantana Private Wealth uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@lantanaprivatewealth.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lantanaprivatewealth.com.au | 100% |
About Lantana Private Wealth
Lantana Private Wealth is a fully self-licensed and privately owned wealth advisory and professional services business, located in Melbourne, Australia. Since the founding of the firm in 2012, services have grown to receive a number of nationally recognised awards and remain a proven leader in providing bespoke and measurable advice outcomes. The firm prides itself on providing a highly personalised adviser-client relationship; reflected in the fact that the vast majority of new clientele come from existing client referral. Lantana Private Wealth holds its own Australian Financial Services Licence (No. 502 980), appointed directly by the Australian Securities and Investment Commission (ASIC). This means that Lantana Private Wealth is not an authorised representative or agent of any larger or external business, nor does the business own any in-house investment or financial products.
Lantana Private Wealth revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lantana Private Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Lantana Private Wealth has never raised funding before.
Lantana Private Wealth Tech Stack
Discover the technologies and tools that power Lantana Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Security
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Programming languages
Analytics
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