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Wealthwise Financial Planning Logo
Wealthwise Financial Planning CB Rank
2492090
Heat Score
44
Wealthwise Financial Planning is a financial planning and wealth management firm that provides investment advisory services.
Founded
obfuscation
Private Carrick On Shannon, Leitrim, Ireland1-10 www.wealthwise.ie
Financial Services
Retirement
Wealth Management
Overview

Wealthwise Financial Planning
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-13 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 Wealthwise Financial Planning

CB Rank
2492090
Wealthwise Financial Planning is a financial planning and wealth management firm that provides investment advisory services.
Founded
obfuscation
Private Carrick On Shannon, Leitrim, Ireland1-10 www.wealthwise.ie
Financial Services
Retirement
Wealth Management

Key People

Details

Legal Name Wealthwise Financial Ltd.
Operating Status Active
Company Type For Profit
Founders  Barry Kerr
About the Company
Wealthwise Financial Planning provides financial services. They provide financial planning, wealth management, retirement planning, investments, estate planning, business, and family protection services. They provide inquiries through email, phone calls, and online applications.
Phone Number +353 071 9650699
Contact Email info@wealthwise.ie
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advisory Services
Provides personalized investment advice and portfolio management to help clients meet their financial goals.
Financial Planning
Offers comprehensive financial planning to help clients organize their finances and plan for future financial needs.

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  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 5

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

311

IT Spend

$270.6KThis year, Wealthwise Financial Planning is projected to spend $270.6K on IT, according to Aberdeen.

Actively Used Products

11Wealthwise Financial Planning uses 11 technology products and services including HTML5, Lightbox, and  jQuery, according to G2 Stack.

Active Website Tech Count

15Wealthwise Financial Planning is actively using 15 technologies for its website, according to BuiltWith. These include SPF, SSL by Default, and  DMARC.
Sub-Organizations
Frequently Asked Questions

Where is Wealthwise Financial Planning's headquarters? Wealthwise Financial Planning is located in Carrick On Shannon, Leitrim, Ireland.Who are Wealthwise Financial Planning's competitors? Alternatives and possible competitors to Wealthwise Financial Planning may include EFG.
Who We Are
What We Do
Helpful Links
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