About Centric Wealth
Centric Wealth is a Financial Services company based in Sydney (Australia) founded in 2002. Wealth management advisory services are provided to clients in Australia. Its chief executive, as recorded, is Spiro Paule. The company has since been acquired. Centric Wealth offers products and services including Centric Platform and Investment Menu. Its focus areas include Asset Management and Wealth Management. Its legal entity is Centric Capital. Its competitors include Findex, Ord Minnett and Prime Financial Group.
Company details
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.
- Headquarters Sydney, Australia
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website centricwealth.com.au
- Social LinkedIn X Facebook
- Legal Name Centric Capital
- InvestorsApex Capital
& 1 more
Products & Services of Centric Wealth
Centric Wealth offers a comprehensive portfolio of products and services, including Centric Platform and Investment Menu.
Platform for managing client investments and generating reports efficiently.
Tool for accessing and researching investment options for clients.
Funding Insights of Centric Wealth
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Centric Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2002 | Unspecified | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Apex Capital is focused on providing growth capital to fintech founders. | apexcapital.com.au | Australia | ||
Financial guidance is offered by Financial Index Wealth Accountants. | fiwa.com.au | Melbourne, Australia |
Investor details for Centric Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Co-investor network
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People of Centric Wealth
5 people are tracked at Centric Wealth (3 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Spiro Paule | CEO & MD | Leadership |
Emma S. | Head Of / COO | Leadership |
Kieran Canavan | Chief Investment Officer | Leadership |
Emily Taylor | Service Delivery Lead - Wealth | Team |
Phoebe Heung | National Manager - Relationship & Training | Team |
Complete people profiles for Centric Wealth
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of Centric Wealth
2 dated milestones of Centric Wealth, from founding to its latest funding, stage changes and deals.
- Founded Centric Wealth is founded.
- Funding First funding round.
Competitors of Centric Wealth
Centric Wealth has 3 listed competitors in our database. They include Findex, Ord Minnett and Prime Financial Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| findex.com.au | 1987 | Melbourne, Australia | Financial advisory and accounting services are provided by Findex. | |||
| ords.com.au | 1872 | Sydney, Australia | Wealth management services are provided to Australian clients. | |||
| primefinancial.com.au | 1998 | Melbourne, Australia | Wealth management services are provided to clients in Australia. |
Detailed competitors of Centric Wealth
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- Full competitor set
- Operating metrics
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Web traffic of Centric Wealth
The website of Centric Wealth (centricwealth.com.au) receives about 6.4K visits a month.
- Monthly visits6.4K
▲ 25% vs previous month
Websites whose visitors overlap most with Centric Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
simplereportbrander.com | simplereportbrander.com | 100% | – | ||
| rbi.org.in | 91% | 7.2M | #7,144 | View details | |
mjrfm.co.uk | mjrfm.co.uk | 60% | – | ||
bdo.com.au | bdo.com.au | 55% | #412,842 | – | |
| pearler.com | 54% | 416K | #151,372 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Centric Wealth
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- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Related news about Centric Wealth
Complete news archive for Centric Wealth
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Frequently Asked Questions about Centric Wealth
Centric Wealth was founded in 2002.
Centric Wealth is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Spiro Paule is the CEO of Centric Wealth, as recorded in our data.
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.
Centric Wealth's top competitors include Ord Minnett, Prime Financial Group and Findex.
Centric Wealth offers Centric Platform and Investment Menu.
Centric Wealth has 2 investors. Key investors include Apex Capital, and Financial Index Wealth Accountants.
Centric Wealth operates through Centric Capital.