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Expert Wealth Logo
Expert Wealth CB Rank
1526070
Heat Score
57
Expert Wealth is a financial firm that provides insurance, wealth management, retirement planning, SMSF, and accounting services.
Founded
obfuscation
Private Surry Hills, New South Wales, Australia1-10 www.expertwealth.com.au/
Finance
Financial Services
Insurance
Wealth Management
Overview

Expert Wealth
Heat Score
57

Growth Score
pts
in past quarter
Heat Score 57
-10 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 Expert Wealth

CB Rank
1526070
Expert Wealth is a financial firm that provides insurance, wealth management, retirement planning, SMSF, and accounting services.
Founded
obfuscation
Private Surry Hills, New South Wales, Australia1-10 www.expertwealth.com.au/
Finance
Financial Services
Insurance
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Paris Bisley
Phone Number +61 2 9002 0202
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News

News and Press

News•Jul 29, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

63
40%
 in past month

Active Website Tech Count

24Expert Wealth is actively using 24 technologies for its website, according to BuiltWith. These include Google Font API, SPF, and  Google Tag Manager.
Sub-Organizations
Frequently Asked Questions

Where is Expert Wealth's headquarters? Expert Wealth is located in Surry Hills, New South Wales, Australia.Who are Expert Wealth's competitors? Alternatives and possible competitors to Expert Wealth may include AMP, Aussie, and  Fin.
Who We Are
What We Do
Helpful Links
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