About Apt Wealth Partners
Apt Wealth Partners is a Financial Services company based in Sydney (Australia) founded in 2007. It offers financial planning, investments, and estate advice for individuals and businesses. It operates on a B2C and B2B model. Apt Wealth Partners has completed 1 acquisition, including Semaphore Private. Apt Wealth Partners offers products and services including Financial Planning Service, Superannuation and Investments, Estate Planning, and Expat Financial Planning. Its focus areas include Finance, Investment Tech, Ethical Investing and Superannuation Funds. Its competitors include Mybucks, 77 Partners, Blue Ocean Equities, Capella Capital and Pursue Wealth and 5 more.
Company details
Apt Wealth Partners is a financial planning firm that delivers comprehensive advice on superannuation, investments, estate planning, and retirement for Australian families and professionals. They operate through offices in Sydney, Melbourne, Geelong, and Northern Beaches, focusing on personalized strategies to help clients navigate life events and achieve financial goals. The firm emphasizes ethical investing and wealth protection, serving over 2,500 clients with expert, integrated services.
- Headquarters Sydney, Australia
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website aptwealth.com.au
- Social LinkedIn Facebook
- Legal Name Apt Wealth Partners
- Investments & Acquisitions
Products & Services of Apt Wealth Partners
Apt Wealth Partners offers a comprehensive portfolio of products and services, including Financial Planning Service, Superannuation and Investments, Estate Planning, and Expat Financial Planning.
Provides guidance on personal finances and investments for life events.
Assists with retirement funds and ethical investment options.
Offers strategies for succession and wealth transfer planning.
Supports expatriates with financial advice in Australia.
Investments & Acquisitions by Apt Wealth Partners
Apt Wealth Partners has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Semaphore Private.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified investment portfolios are managed across various assets. | semaphoreprivate.com.au | Melbourne, Australia | 2020 | Jan 2020 | •••• |
Complete acquisition details for Apt Wealth Partners
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Timeline of Apt Wealth Partners
2 dated milestones of Apt Wealth Partners across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Apt Wealth Partners is founded.
- Acquisition Acquires Semaphore Private.
Competitors of Apt Wealth Partners
Apt Wealth Partners has 10 listed competitors in our database. They include Mybucks, 77 Partners, Blue Ocean Equities, Capella Capital and Pursue Wealth, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mybucks.com | 2011 | Luxembourg | – | – | A fintech holding company focused on credit and banking products. | |
| 77partners.vc | 2020 | Brisbane, Australia | – | – | Invests in and partners with frontier tech founders for scalable ventures. | |
| boeq.com.au | 2012 | Sydney, Australia | – | – | Offers broking services, stock research, and corporate advisory for financial markets. | |
| capellacapital.com.au | 2009 | Sydney, Australia | – | – | Provider of financial advisory services | |
| pursuewealth.com.au | 2014 | Melbourne, Australia | – | – | Provides financial planning, mortgage broking, and accounting services for clients in Australia. | |
| firstsuper.com.au | 2008 | Carlton, Australia | – | – | Produces high-quality biodegradable paper straws for sustainable packaging needs. | |
| investblue.com.au | 1996 | Armidale, Australia | – | – | Offers financial advice, wealth management, loans, and retirement planning services. | |
| jarden.co.nz | 1961 | Auckland, New Zealand | – | – | Jarden is recognized as a leading independent investment and advisory group. | |
| atlantisfcg.com | 2010 | Brighton East, Australia | – | – | Provides advisory for fisheries investment, management, research, science, and trade services. | |
| wrightplanning.com.au | 1997 | Melbourne, Australia | – | – | Financial planning advisory services are offered to clients. |
Detailed competitors of Apt Wealth Partners
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Web traffic of Apt Wealth Partners
The website of Apt Wealth Partners (aptwealth.com.au) receives about 4.2K visits a month.
- Monthly visits4.2K
▼ 45.9% vs previous month
Top companies in Islamic & Ethical Finance
10 companies that operate in the same segment as Apt Wealth Partners (Islamic & Ethical Finance), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Takaful products including protection plans and investment solutions are offered. | 2014 | Kuala Lumpur, Malaysia | – | – | – | |
Provides news on CSR, business, sports, entertainment, and social development globally. | 2014 | Mumbai, Maharashtra, India | – | – | – | |
An independent think tank focused on advancing inclusive financial systems. | 2002 | Washington, District Of Columbia, United States | – | – | – | |
Offers certifications to validate sustainable practices for organizations and individuals. | 2015 | Jamshedpur, Jharkhand, India | – | – | – | |
Provides research, data analytics, and advisory for business decisions worldwide. | 2017 | Mumbai, Maharashtra, India | – | USD 231.9 K | – | |
Operator of contemporary program that tracks and offers discussions on changes in the Islamic finance & halal industry | 2020 | Petaling Jaya, Selangor, Malaysia | – | – | – | |
An online portal for Islamic knowledge and religious rulings is operated. | 2009 | Turkey | – | – | – | |
Offers an online platform with resources for Islamic studies. | 2014 | India | – | – | – | |
Platform for users to connect and follow top stock market performers. | 2015 | Gurugram, Haryana, India | – | – | – | |
Provides an app-based platform for learning resources on Islam. | 2021 | India | – | – | – |
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Related news about Apt Wealth Partners
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Frequently Asked Questions about Apt Wealth Partners
Apt Wealth Partners was founded in 2007.
Apt Wealth Partners is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Apt Wealth Partners is a financial planning firm that delivers comprehensive advice on superannuation, investments, estate planning, and retirement for Australian families and professionals. They operate through offices in Sydney, Melbourne, Geelong, and Northern Beaches, focusing on personalized strategies to help clients navigate life events and achieve financial goals. The firm emphasizes ethical investing and wealth protection, serving over 2,500 clients with expert, integrated services.
Apt Wealth Partners's top competitors include Capella Capital, Wright Planning and Mybucks.
Apt Wealth Partners offers Financial Planning Service, Superannuation and Investments, Estate Planning, and Expat Financial Planning.
Apt Wealth Partners has made 1 acquisition, including Semaphore Private.
Apt Wealth Partners operates through Apt Wealth Partners.