


Wealth Today Revenue
Financial Services • Sydney, New South Wales, Australia • 11-20 Employees
Wealth Today revenue & valuation
| Annual revenue | $10,700,000 |
| Revenue per employee | $816,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $34,000,000 |
| Total funding | No funding |
Key Contact at Wealth Today
Christos Kelesis
Director
Company overview
| Headquarters | Level 5, 95 Pitt Street, Sydney, New South Wales 2000, AU |
| Phone number | +61292480422 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Trusts, Financial Advice, Wealth Management, Investment, Retirement Planning, Financial Planning, Estate Planning, Smsf, Investment Solutions, Licensee Solutions, Dealer Group, Dealer Group Services |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Wealth Today Email Formats
Wealth Today uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wealthtoday.com.au), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wealthtoday.com.au | 50% |
{last name} | doe@wealthtoday.com.au | 50% |
About Wealth Today
Wealth Today is a national financial services licensee with a difference. Formed in 2008 we have one simple purpose: to place you and your clients at the centre of everything we do to enable you to succeed as this new era dawns. As a wholly-owned subsidiary of ASX-listed WT Financial Group Limited (ASX: WTL) when you join Wealth Today, you’ll be joining a group that supports more than 400 independently-owned financial advice practices across Australia – from single-adviser practices to large-scale multi-disciplinary multi-office corporatised operations. Our network collectively deals with more than 100,000 clients – and have in excess of $16Bn of assets under advice; annual in-force personal insurance premiums of more than $360M; and new insurance premium sales for circa $25M annually. And whilst this makes us part of one of the very largest financial adviser networks in Australia, you’ll find our focus on our advisers is more boutique than an unfriendly corporate. Put simply we put you and your clients at the centre of everything we do.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Today has 5 employees across 3 departments.
Departments
Number of employees
Funding Data
Wealth Today has never raised funding before.
Wealth Today Tech Stack
Discover the technologies and tools that power Wealth Today's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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