Pursue Wealth

Melbourne, Australia Founded: 2014 • Age: 12 yrs
Provides financial planning, mortgage broking, and accounting services for clients in Australia.
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About Pursue Wealth

Pursue Wealth is a company based in Melbourne (Australia) founded in 2014. It operates as a D2C, and B2B. Pursue Wealth offers products and services including Financial Planning, Mortgage Broking, and Accounting. Pursue Wealth operates in a competitive market with competitors including 77 Partners, Capella Capital, Blue Ocean Equities, First Super and Invest Blue, among others.

  • Headquarter Melbourne, Australia
  • Sectors
    Business Services
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Pursue Wealth Pty Ltd
Operational Areas
Business Services → Financial, Accounting & Compliance Services
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Pursue Wealth

Pursue Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Mortgage Broking, and Accounting. 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.

Primary

Offers personalized plans to achieve financial goals and independence.

Assists with property financing and loan advice for clients.

Provides tax and financial management for efficient money handling.

People of Pursue Wealth
Headcount 1-10
Employee Profiles 2
Employee Profiles
People
Gurpartap Singh
Tax Accountant
People
Sam Robinson
Director & Financial Adviser

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Teams

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Funding Insights of Pursue Wealth

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Pursue Wealth

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Pursue Wealth

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Pursue Wealth Comparisons

Employees
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Competitors of Pursue Wealth

Pursue 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 77 Partners, Capella Capital, Blue Ocean Equities, First Super and Invest Blue, 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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Invests in and partners with frontier tech founders for scalable ventures.
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Provider of financial advisory services
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Offers broking services, stock research, and corporate advisory for financial markets.
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Produces high-quality biodegradable paper straws for sustainable packaging needs.
domain founded_year HQ Location
Offers financial advice, wealth management, loans, and retirement planning services.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Pursue Wealth

Frequently Asked Questions about Pursue Wealth

When was Pursue Wealth founded?

Pursue Wealth was founded in 2014.

Where is Pursue Wealth located?

Pursue Wealth is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.

What does Pursue Wealth do?

Pursue Wealth is a Melbourne-based financial advisory firm that assists clients across Australia with personalized financial planning, mortgage broking, and accounting services. They help individuals and businesses achieve financial goals through tailored strategies, emphasizing freedom and lifestyle balance. Operating from South Melbourne, the team uses innovative approaches to build wealth smarter and faster, supporting personal dreams like travel and education.

Who are the top competitors of Pursue Wealth?

Pursue Wealth's top competitors include Capella Capital, Wright Planning and 77 Partners.

What products or services does Pursue Wealth offer?

Pursue Wealth offers Financial Planning, Mortgage Broking, and Accounting.

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