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WealthCentral

WealthCentral

Financial ServicesFlag of AUAustralia11-20 Employees

Company overview

HeadquartersAustralia
Website
NAICS52
SIC736
Keywords
Financial Software, Financial Technology, Wealth Management Software, Retirement Planning Solutions, Financial Advisor Tools, Finanical Planning Tools, Goals Based Financial Planning, Proactive Financial Planning
Founded2009
Employees11-20
Socials

Key Contact at WealthCentral

Flag of CA

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.

FormatExamplePercentage
{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.

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WealthCentral revenue & valuation

Annual revenue$1,197,770
Revenue per employee$86,000
Estimated valuation?$3,900,000
Total fundingNo 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

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Site Kit

Site Kit

Analytics

Goober

Goober

JavaScript libraries

Envoy

Envoy

Reverse proxies

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Genesis theme

Genesis theme

WordPress themes

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

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.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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