WealthCentral

Financial Services • Australia • 11-20 Employees

Company overview

Headquarters	Australia
Website	wealthcentral.com
NAICS	52
SIC	736
Keywords	Financial Software, Financial Technology, Wealth Management Software, Retirement Planning Solutions, Financial Advisor Tools, Finanical Planning Tools, Goals Based Financial Planning, Proactive Financial Planning
Founded	2009
Employees	11-20
Socials

Key Contact at WealthCentral

Ravini Misersky

Director Of Client Relationships

WealthCentral Email Formats

WealthCentral uses 2 email formats. The most common is {first name} (e.g., john@instreamwealth.com), used 75% of the time.

Format	Example	Percentage
{first name}	john@instreamwealth.com	75%
{first initial}	j@instreamwealth.com	25%

About WealthCentral

WealthCentral provides financial advisors with the solutions needed to guide clients toward a prosperous financial future. WealthCentral and its products are at the center of the relationship between advisors and their clients. From the early engagement and prospecting phase, to detailed financial goal and spending milestones, to product recommendations, and secure communications and document storage, our portfolio of products empower advisors to guide clients on their financial journey.

WealthCentral 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

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

WealthCentral has 9 employees across 6 departments.

Departments

Number of employees

Funding Data

WealthCentral has never raised funding before.

WealthCentral Tech Stack

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

Cloudflare Bot Management

Security

Gravity Forms

Form builders

HubSpot CMS Hub

CMS

Site Kit

Analytics

Goober

JavaScript libraries

Envoy

Reverse proxies

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Genesis theme

WordPress themes

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

Frequently asked questions

WealthCentral is located in AU.

WealthCentral was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at WealthCentral

Ravini Misersky

Director Of Client Relationships

4.8

40,000 users