Swan Wealth Management Revenue

Financial Services • South Africa • 1-10 Employees

Swan Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Swan Wealth Management

Jason Smith

Vice President

Company overview

Headquarters	South Africa
Website	swanwm.co.za
NAICS	52
Employees	1-10

Swan Wealth Management Email Formats

Swan Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@swanwm.co.za), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@swanwm.co.za	66.7%
{first initial}	j@swanwm.co.za	33.3%

About Swan Wealth Management

Welcome to SWAN Wealth Management. We believe in helping our clients Sleep Well At Night (SWAN) by identifying attractive, risk-appropriate investment opportunities that align with their goals. Our approach is rooted in a deep understanding of global markets, reinforced by decades of experience at the highest levels of finance. At SWAN, our five guiding principles are the foundation of our clients’ long-term success: -Long-term Partnership & Alignment of Interests: We build relationships on mutual benefit and shared success, co-investing alongside our clients for long-term growth. -Independent: We provide conflict-free wealth management, focused solely on our clients’ best interests. -Strategic Advantage Investing: We focus on leveraging our competitive advantage in private markets, utilizing specialist insights to identify strategic, less crowded opportunities, while using low-cost index funds in listed markets to avoid below-market returns after fees. We prioritize precision in risk management and capitalize on favorable market dynamics. -Efficiency & Cost Discipline: We maximize net returns by obsessing over costs whilst maintaining acceptable risk boundaries. -Transparency & Trust: We prioritise transparency and accountability, upholding the highest standards of honesty, integrity, and excellence in every relationship and service.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Swan Wealth Management has never raised funding before.

Frequently asked questions

Swan Wealth Management is located in ZA.

Swan Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Swan Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Swan Wealth Management

Jason Smith

Vice President

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