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Wealth Manager Logo
Wealth Manager Growth Score
83
CB Rank
1785072
Heat Score
57
Wealth Manager is a financial planning and investment management company.
Founded
obfuscation
Private Cape Town, NA - South Africa, South Africa1-10 wealthmanager.co.za
Financial Services
Retirement
Wealth Management
Overview

Wealth Manager
Growth Score
83
Heat Score
57

Growth Score83
-2 pts
in past quarter
Heat Score 57
-12 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Wealth Manager

CB Rank
1785072
Wealth Manager is a financial planning and investment management company.
Founded
obfuscation
Private Cape Town, NA - South Africa, South Africa1-10 wealthmanager.co.za
Financial Services
Retirement
Wealth Management

Details

Legal Name Moodie’s Strategic Financial Services, PTY LTD.
Operating Status Active
Company Type For Profit
About the Company

Wealth Managers assist in planning and implementing predetermined financial goals for their clients, their families, and/or their businesses. Their practices are discretionary investment management of private and corporate investment portfolios. Their services include financial planning, investment management, tax planning, and business

assurance.

Phone Number +27 82 414 0004
Contact Email candice@wealthmanager.co.za
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients assess their current financial status, set financial goals, and create a structured plan to achieve those goals over time.
Investment Management
A service that manages clients' investment portfolios to meet their financial goals through asset allocation and ongoing portfolio monitoring.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News
Technology
View Tech Report

Interest Signals

TopicSurge Score
Intelligent Enterprise Logo
Intelligent Enterprise
73

Active Website Tech Count

37Wealth Manager is actively using 37 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Wealth Manager's headquarters? Wealth Manager is located in Cape Town, NA - South Africa, South Africa.Who are Wealth Manager's competitors? Alternatives and possible competitors to Wealth Manager may include Happy Pay, Brenthurst Wealth Management, and  Wealthworks.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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