Elite Wealth provides a software solution for medium to large financial advisory companies. Our web-based system enables advisers to manage their practice and includes Client Management, state-of-the-art Financial Planning tools as well as automated daily data feeds and client reporting. In this changing industry, we are continuously adapting and improving our system to stay ahead of our clients’ needs. We operate towards a unified, transparent and achievable goal. Our mission for the future is embedded in everything we do and helps our team to stay focused and efficient.
View Top Employees from Elite Wealth SolutionsWebsite | http://www.elitewealth.biz/ |
Revenue | $1 million |
Employees | 19 (16 on RocketReach) |
Founded | 2008 |
Address | Boardwalk Office Park, Pretoria, Gauteng 0081, ZA |
Technologies |
HTML,
ASP.NET,
Microsoft SQL Server
+1 more
(view full list)
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Industry | Software Development, Finance General, Wealth Management, Finance, Financial Modelling, Financial Planning |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Elite Wealth Solutions annual revenue was $1 million in 2024.
Andre Du Preez is the Head Of Business Development of Elite Wealth Solutions.
16 people are employed at Elite Wealth Solutions.
Elite Wealth Solutions is based in Pretoria, Gauteng.
The NAICS codes for Elite Wealth Solutions are [5239, 52, 52393, 523].
The SIC codes for Elite Wealth Solutions are [628, 62].