Wealth Works (Pty)

Financial Services • Johannesburg, Gauteng, South Africa • 1-10 Employees

Company overview

Headquarters	12 North Road, 1st Floor Dunkeld Place, Johannesburg, Gauteng 2196, ZA
Phone number	+27113252514
Website	wealthworks.co.za
NAICS	52
SIC	628
Keywords	Financial Advice, Wealth Management, Estate Planning, Tax Efficiency, Insurance For Professionals
Founded	2006
Employees	1-10
Socials

Key Contacts at Wealth Works (Pty)

Trevor Fine

Managing Director

Malcolm Munsamy

Director

Roger Eskinazi

Managing Director

Wealth Works (Pty) Email Formats

Wealth Works (Pty) uses 2 email formats. The most common is {first name} (e.g., john@wealthworks.co.za), used 57.1% of the time.

Format	Example	Percentage
{first name}	john@wealthworks.co.za	57.1%
{first initial}	j@wealthworks.co.za	42.9%

About Wealth Works (Pty)

Wealthworks is an independently owned financial advisory business advising clients, family offices, charitable trusts and foundations. Wealthworks was founded in 2006 by Trevor Fine after a management buyout of the Aon Financial Planning Division, together with a smaller planning and advisory business. Trevor has a professional track record in the industry, gained over 30 years working at Sanlam, Momentum, Aon and now Wealthworks. Over the years, the business has grown significantly under his leadership and is supported by a professional and client-focused specialist team. Roger Eskinazi joined as a partner in 2017 and established the Cape Town office. As an independent provider, clients can always rely on objective and unbiased advice which is personable and tailored to their needs. With a selection of offerings and wide partner network – across both Planning & Advisory and Wealth & Investments, Wealthworks is able to deliver a seamless service that meets our clients’ dynamic and often complex financial requirements. Wealthworks - your trusted partner to prosperity...

Wealth Works (Pty) revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Wealth Works (Pty) has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth Works (Pty) has never raised funding before.

Wealth Works (Pty) Tech Stack

Discover the technologies and tools that power Wealth Works (Pty)'s digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

Gravatar

Miscellaneous

Ninja Forms

Form builders

Underscore.js

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Vimeo

Video players

WordPress

Blogs

Backbone.js

JavaScript frameworks

Swiper

JavaScript libraries

RSS

Miscellaneous

MySQL

Databases

Frequently asked questions

Wealth Works (Pty) is located in Johannesburg, Gauteng, ZA.

You can reach Wealth Works (Pty) at +27113252514.

Wealth Works (Pty) was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Wealth Works (Pty)

Trevor Fine

Managing Director

Malcolm Munsamy

Director

Roger Eskinazi

Managing Director

4.8

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