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Wealth Manager Logo
Wealth Manager CB Rank
1643400
Heat Score
63
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
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
-16 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 Milestones
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
1643400
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

Active Website Tech Count

29Wealth Manager is actively using 29 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, 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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