About Wealth Architects
Wealth Architects is a company based in Melbourne (Australia) founded in 2018 was acquired by Envest in March 2025.. Wealth Architects offers products and services including Financial Advice, Retirement Planning, Investment Advice, and Estate Planning.
- Headquarter Melbourne, 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
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- Legal Name Insight Investment Services Pty Ltd
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Products & Services of Wealth Architects
Wealth Architects offers a comprehensive portfolio of products and services, including Financial Advice, Retirement Planning, Investment Advice, and Estate Planning. 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.
Personalized guidance on wealth management and tax strategies
Strategies for stable income and wealth preservation in retirement
Recommendations on asset allocation and risk management
Advice on asset transfer and tax minimization for heirs
Funding Insights of Wealth Architects
| 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 |
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Investors in Wealth Architects
Wealth Architects has secured backing from 1 investor. Prominent investors backing the company include Envest. 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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Envest is recognized as a leading insurance and financial services distribution group in Australia.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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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 Wealth Architects
| 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 - Wealth Architects
| 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 |
Wealth Architects Comparisons
Competitors of Wealth Architects
| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Wealth Architects
When was Wealth Architects founded?
Wealth Architects was founded in 2018.
Where is Wealth Architects located?
Wealth Architects is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
What does Wealth Architects do?
Wealth Architects was established in 2018 in Melbourne, Australia, as a provider of investment consulting services. Operations focus on advising clients in the financial sector, with services encompassing portfolio management and strategic investment planning. The firm is led by Managing Director Callum Mitchener, and activities are centered in the Australian market.
What products or services does Wealth Architects offer?
Wealth Architects offers Financial Advice, Retirement Planning, Investment Advice, and Estate Planning.
Who are Wealth Architects's investors?
Wealth Architects has 1 investor. Key investors include Envest.