About Lincoln Wealth
Lincoln Wealth is a company based in Wayville (Australia) founded in 2019. It operates as a B2C, and B2B. Lincoln Wealth offers products and services including Wealth Creation Service, Wealth Protection Service, Retirement Planning Service, and Business Succession Service. Lincoln Wealth operates in a competitive market with competitors including MetLife, Challenger, IVCM, Blue Harbour Financial Partners and Crescent Wealth, among others.
- Headquarter Wayville, Australia
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Financial ServicesBusiness Services
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Products & Services of Lincoln Wealth
Lincoln Wealth offers a comprehensive portfolio of products and services, including Wealth Creation Service, Wealth Protection Service, Retirement Planning Service, and Business Succession Service. 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.
Helps clients build wealth to achieve lifestyle goals through strategic planning.
Provides insurance solutions to safeguard families against illness and disability.
Assists in navigating taxes and superannuation for effective retirement strategies.
Offers plans to ensure business continuity in case of unforeseen events.
Funding Insights of Lincoln Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investments & Acquisitions by Lincoln 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 - Lincoln Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Lincoln Wealth Comparisons
Competitors of Lincoln Wealth
Lincoln 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 MetLife, Challenger, IVCM, Blue Harbour Financial Partners and Crescent Wealth, 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 |
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Internet-based life, health, auto, home, and pet insurance is offered.
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Retirement-focused investment management is provided by Challenger.
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Offers retirement funds and pension transfers across multiple jurisdictions.
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Provides financial planning, investment advice, retirement strategies, and superannuation services.
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Offers ethical superannuation, finance, and community support aligned with Islamic principles in Australia.
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Provides investment management services focused on retirement planning.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Lincoln Wealth
When was Lincoln Wealth founded?
Lincoln Wealth was founded in 2019.
Where is Lincoln Wealth located?
Lincoln Wealth is headquartered in Wayville, Australia. It is registered at Wayville, South Australia, Australia.
What does Lincoln Wealth do?
Lincoln Wealth Advisers is a privately owned financial planning firm based in Adelaide, Australia, offering balanced advice tailored to clients financial goals across life stages. They provide services such as wealth creation, protection against illness or injury, retirement planning, and business succession strategies. The firm emphasizes ethical guidance, helping individuals and businesses navigate financial challenges with expertise and personalized support.
Who are the top competitors of Lincoln Wealth?
Lincoln Wealth's top competitors include MetLife, Challenger and IVCM.
What products or services does Lincoln Wealth offer?
Lincoln Wealth offers Wealth Creation Service, Wealth Protection Service, Retirement Planning Service, and Business Succession Service.
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