Stone Wealth Management Revenue

Financial Services • Durban, KwaZulu-Natal, South Africa • 11-20 Employees

Stone Wealth Management revenue & valuation

Annual revenue	$1,197,770
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,900,000
Total funding	No funding

Key Contact at Stone Wealth Management

Linda Stonier

Chief Executive Officer And Head Of Advice.

Company overview

Headquarters	Durban, KwaZulu-Natal, South Africa
Phone number	+27318324555
Websites	stonewealthmanagement.co.za stonewealthatx.com stonewm.co.za
NAICS	52
SIC	874
Keywords	Investments, Tax Planning, Succession Planning, Wealth Management, Retirement Planning, Wills, Financial Planning, Estate Planning, Advisors, Independent, Risk Planning, Trust Advice, Retirement Specialists
Founded	2002
Employees	11-20
Socials

Stone Wealth Management Email Formats

Stone Wealth Management uses 1 email format. The most common is {first name} (e.g., john@stonewm.co.za), used 100% of the time.

Format	Example	Percentage
{first name}	john@stonewm.co.za	100%

About Stone Wealth Management

We are one of the few truly independent boutique wealth management companies in South Africa. Our target market is the high net worth individual who is looking to retire or has already retired and has investable assets in excess of R10 million. Although there are many wealth managers within the industry, there are only a handful that have the unique skill set to engage in sophisticated high level planning that adds value across investment, tax and estate planning. Our business is based on TRUST. We are advice based, not commission based. We know money matters. We can offer advice in the following areas: Retirement Planning Financial Planning Estate Planning Tax Planning Wealth Management Trust Advice Risk Planning Succession Planning Investments Wills Stone Wealth Management is an authorised Financial Service Provider with license number 29494. Any opinions expressed do not constitute financial advice. All financial advice provided to a client is bespoke and specific to that client.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Stone Wealth Management has 5 employees across 4 departments.

Departments

Number of employees

Funding Data

Stone Wealth Management has never raised funding before.

Stone Wealth Management Tech Stack

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

reCAPTCHA

Security

Site Kit

Analytics

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Cookie Notice

Cookie compliance

WooCommerce

Ecommerce

Google Tag Manager

Tag managers

Frequently asked questions

Stone Wealth Management is located in Durban, KwaZulu-Natal, ZA.

You can reach Stone Wealth Management at +27318324555.

Stone Wealth Management generates an estimated annual revenue of $1,197,770. This revenue figure reflects the company's market position and business performance in its industry.

Stone Wealth Management has an estimated valuation of $3,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Stone Wealth Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Stone Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Stone Wealth Management

Linda Stonier

Chief Executive Officer And Head Of Advice.

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