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McWalter Financial & Advisory

McWalter Financial & Advisory Email Formats

Financial ServicesFlag of ZACape Town, Western Cape, South Africa1-10 Employees

McWalter Financial & Advisory Email Formats

McWalter Financial & Advisory uses 2 email formats. The most common is {first name} (e.g., john@mcwalter.co.za), used 80% of the time.

FormatExamplePercentage
{first name}
john@mcwalter.co.za
80%
{first initial}{last name}
jdoe@mcwalter.co.za
20%

Key Contacts at McWalter Financial & Advisory

Flag of ZA

Brad Mcwalter

Financial Advisor, Director, Ki

Flag of ZA

Andy Mcwalter

Director

Company overview

HeadquartersCape Town, Western Cape, South Africa
Website
NAICS52
SIC628
Keywords
Investments, Insurance, Estate Planning, Financial Advice, Retirement, Sustainable Investing, Financial Coaching
Founded2018
Employees1-10

About McWalter Financial & Advisory

Our vision is a world in synergy through financial wellbeing. At McWalter F&A, we offer a holistic approach to your financial journey, from advice and planning to full implementation and ongoing servicing. We recognize that each financial portfolio is as unique as its owner, which is why we work closely with you to co-create a meaningful and personalized financial path. Our commitment goes beyond managing your portfolio—we partner with you to ensure every aspect of your financial wellbeing is thoughtfully addressed.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Entry
Manager

Employees by Department

McWalter Financial & Advisory has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

McWalter Financial & Advisory has never raised funding before.

McWalter Financial & Advisory Tech Stack

Discover the technologies and tools that power McWalter Financial & Advisory's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

RequireJS

RequireJS

JavaScript frameworks

Zoho

Zoho

CRM

Google Maps

Google Maps

Maps

Frequently asked questions

McWalter Financial & Advisory is located in Cape Town, Western Cape, ZA.
McWalter Financial & Advisory was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.
McWalter Financial & Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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