About Centric Wealth
Centric Wealth is a company based in Sydney (Australia) founded in 2002.. Centric Wealth offers products and services including Centric Platform and Investment Menu. Centric Wealth operates in a competitive market with competitors including Findex, Ord Minnett, Prime Financial Group, MyState and Macquarie Asset Management, among others.
- Headquarter Sydney, Australia
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Centric Capital
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Apex Capital
& 1 more
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Employee Count
Employee Count
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Acquired by
N/A
(Jan 12, 2014)
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Products & Services of Centric Wealth
Centric Wealth offers a comprehensive portfolio of products and services, including Centric Platform and Investment Menu. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for managing client investments and generating reports efficiently.
Tool for accessing and researching investment options for clients.
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Funding Insights of Centric Wealth
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2002 | Amount | Unspecified - Centric Wealth | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Centric Wealth
Centric Wealth has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Apex Capital and Financial Index Wealth Accountants. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Apex Capital is focused on providing growth capital to fintech founders.
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Founded Year | Domain | Location | |
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Financial guidance is offered by Financial Index Wealth Accountants.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Centric Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Centric Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Centric Wealth Comparisons
Competitors of Centric Wealth
Centric Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Findex, Ord Minnett, Prime Financial Group, MyState and Macquarie Asset Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Financial advisory and accounting services are provided by Findex.
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| domain | founded_year | HQ Location |
Wealth management services are provided to Australian clients.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients in Australia.
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| domain | founded_year | HQ Location |
Wealth management services are provided by MyState to Australian clients.
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| domain | founded_year | HQ Location |
Offers investment management services focused on portfolio construction and risk assessment.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Centric Wealth
When was Centric Wealth founded?
Centric Wealth was founded in 2002.
Where is Centric Wealth located?
Centric Wealth is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Who is the current CEO of Centric Wealth?
Spiro Paule is the current CEO of Centric Wealth.
What does Centric Wealth do?
Centric Wealth was founded in 2002 and is based in Sydney, Australia. Operations are conducted in the wealth management sector, where advisory services are offered to individuals and entities. Financial planning, investment guidance, and portfolio management are included among the core services. The firm is led by CEO and Managing Director Spiro Paule, with a focus on the Australian market.
Who are the top competitors of Centric Wealth?
Centric Wealth's top competitors include Ord Minnett, MyState and Prime Financial Group.
What products or services does Centric Wealth offer?
Centric Wealth offers Centric Platform and Investment Menu.
Who are Centric Wealth's investors?
Centric Wealth has 2 investors. Key investors include Apex Capital, and Financial Index Wealth Accountants.