About Wealth Smart
Wealth Smart is a company based in South Yarra (Australia) founded in 1996. It operates as a B2C, and B2B. Wealth Smart offers products and services including Life Insurance Advisory, Income Protection, Superannuation Advice, and Trauma Insurance. Wealth Smart operates in a competitive market with competitors including RACV, Ahm Health Insurance, Budget Direct, Insuranceline and Blue Zebra, among others.
- Headquarter South Yarra, Australia
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Sectors
Financial ServicesTechnology
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Phone
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Website
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Social
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- Legal Name Wealth Smart Australia Pty Ltd
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Products & Services of Wealth Smart
Wealth Smart offers a comprehensive portfolio of products and services, including Life Insurance Advisory, Income Protection, Superannuation Advice, and Trauma Insurance. 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.
Guides clients on life insurance policies for personal and business needs
Offers coverage for income loss due to health issues or disability
Assists with super fund management and employer contributions
Provides financial support for critical illnesses and recovery
Funding Insights of Wealth Smart
| 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 Wealth Smart
| 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 Smart
| 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 |
Wealth Smart Comparisons
Competitors of Wealth Smart
Wealth Smart 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 RACV, Ahm Health Insurance, Budget Direct, Insuranceline and Blue Zebra, 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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| domain | founded_year | HQ Location |
Insurance services for consumers and businesses are offered by RACV.
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| domain | founded_year | HQ Location |
Online insurances for health, life, pet, and travel are offered.
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| domain | founded_year | HQ Location |
Offers online insurance services for cars, homes, travel, pets, and motorcycles.
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| domain | founded_year | HQ Location |
Multiple insurance products are offered by Insuranceline.
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| domain | founded_year | HQ Location |
Digitally enabled insurance processes and solutions are provided for brokers.
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| 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 Smart
When was Wealth Smart founded?
Wealth Smart was founded in 1996.
Where is Wealth Smart located?
Wealth Smart is headquartered in South Yarra, Australia. It is registered at South Yarra, Victoria, Australia.
What does Wealth Smart do?
Wealth Smart Pty Ltd, based in Melbourne, Australia, is an insurance advisory specialist that assists individuals and organizations with life insurance, income protection, and superannuation options. They compare policies from insurers like AIA and AMP, offering online tools for selection and personalized advice to ensure financial security. Their services include risk assessments and corporate solutions, focusing on competitive pricing and client needs.
Who are the top competitors of Wealth Smart?
Wealth Smart's top competitors include RACV, Ahm Health Insurance and Insuranceline.
What products or services does Wealth Smart offer?
Wealth Smart offers Life Insurance Advisory, Income Protection, Superannuation Advice, and Trauma Insurance.