Wealthpoint
Financial Services • 
Auckland, Auckland, New Zealand • 21-50 Employees
Company overview
| Headquarters | 308 Parnell Rd, Auckland, Auckland 1052, NZ |
| Phone number | +6420192024 |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 21-50 |
| Socials |
Key Contacts at Wealthpoint
Simon Manning
Chief Executive Officer
Nick Wells
Director
Wealthpoint Email Formats
Wealthpoint uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wealthpoint.co.nz), used 76% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wealthpoint.co.nz | 76% |
{first initial}.{last name} | j.doe@wealthpoint.co.nz | 24% |
About Wealthpoint
Our organisation has worked with Financial Advisers since 1921, so we’ve been around for almost 100 years. We are 100% New Zealand owned. In 2019, we launched our new national network; Wealthpoint. Weathpoint is now a network of more than 50 financial advisory businesses, with offices from Kaitaia to Invercargill. Our members each own their businesses, meaning they can give independent, impartial and quality financial advice, while benefitting from the scale, resources and support of being part of a larger group. Our Advisers are regulated by the Financial Markets Authority. Life isn’t simple, goals change, and events both good and bad happen along the way. As a result, every New Zealander travels a different path towards their own financial success. And while the advice may differ for each client - the destination point and their ultimate goals are often the same - financial security through wealth creation and wealth protection. That’s where a skilled and trusted financial adviser comes in. Our Advisers can help you with Lending, Insurance, Wealth Management, and KiwiSaver. Use our Find an Adviser page to contact one of our more than 50 Wealthpoint advisory businesses.
Wealthpoint revenue & valuation
| Annual revenue | $2,908,870 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Wealthpoint has 21 employees across 8 departments.
Departments
Number of employees
Funding Data
Wealthpoint has never raised funding before.
Wealthpoint Tech Stack
Discover the technologies and tools that power Wealthpoint's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
JavaScript libraries
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
CDN
JavaScript libraries
Web servers
JavaScript libraries
Miscellaneous
United States
India
Netherlands
Canada
Frequently asked questions
4.8
40,000 users
