Montara Wealth

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Company overview

Headquarters	309 George Street, Suite 1, Level 6, Sydney , NSW 2000, AU
Phone number	+61283303733
Website	montarawealth.com.au
NAICS	52
SIC	874
Keywords	Cash Flow Management, Asset Protection Strategies, Insurance Analysis, Estate Planning Strategies, Borrowing Strategies, Investment Property Strategies, Share Investment Strategies, Strategic Investment Modelling, Superannuation Strategies - Including Smsf, Tax Planning Concepts
Founded	2018
Employees	1-10
Socials

Key Contact at Montara Wealth

David Hancock

Director

Montara Wealth Email Formats

Montara Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@montarawealth.com.au), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@montarawealth.com.au	50%
{first name}{last name}	johndoe@montarawealth.com.au	50%

About Montara Wealth

Montara Wealth is a privately owned financial planning company that aims to educate, collaborate and implement life-changing financial strategies for our clients. Through our analytical and personal approach, we work with our clients to help them identify and develop strategies to meet their individual needs. As a company, we strive to ensure that our engagement has a positive impact on our clients’ financial lives, so that they can get on with the more important things in life!

Montara Wealth revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Montara Wealth has never raised funding before.

Montara Wealth Tech Stack

Discover the technologies and tools that power Montara Wealth's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Google Optimize

A/B Testing

reCAPTCHA

Security

SiteGround

Hosting

Gravity Forms

Form builders

mOxie

JavaScript libraries

jQuery Modal

JavaScript libraries

Underscore.js

JavaScript libraries

Slick

JavaScript libraries

WP Rocket

Caching

Tailwind CSS

UI frameworks

jQuery UI

JavaScript libraries

Frequently asked questions

Montara Wealth is located in Sydney, New South Wales, AU.

You can reach Montara Wealth at +61283303733.

Montara Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Montara Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Montara Wealth

David Hancock

Director

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