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View IP Wealth's top competitors like Affinity Wealth Services, Aspire Wealth, and Elevate Wealth Solutions.

Prime Financial Group
Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals, businesses, and family offices across Australia. We partner with clients through all stages of their financial and business journey, providing expert support across wealth management, accounting and business advisory, capital and corporate advisory, SMSF solutions, and alternative asset investments. With a growing portfolio of specialist brands, including Intello, Equity Plan Management, Altor Capital, and Stock Doctor (Lincoln Indicators), we are committed to innovation, partnerships, and building long-term relationships that create real impact and value. Whether you’re growing your business, preserving family wealth, or investing for the future, we will connect you with the expertise and opportunities to achieve your goals and aspirations.
Southbank, AU
Public
$17.7M Revenue
http://www.primefinancial.com.au
163 Employees
PFG Ticker
InvestSMART Group Limited
InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life. Whether you’re saving for a home deposit or building wealth for a comfy retirement, InvestSMART does the hard work for you. We offer 10 low-cost, readymade investment portfolios featuring a blended mix of ETFs selected by our investment experts, for you to choose from. They offer you a hassle-free path to diversification. Most of our portfolios are celebrating their 10-year anniversary this year and we are pleased to say that they have consistently outperformed the majority of our peers (and there are hundreds of them) by 1% to 2% over that period. While we are proud of our achievements, we understand the importance of looking ahead with caution – after all, past performance doesn’t guarantee future results.
Sydney, AU
Private
$6.2M Revenue
http://www.investsmart.com.au
43 Employees
Growthwise
We are not your average pen pushing number crunching sit behind a desk accounting nerds! Being in business takes blood, sweat & tears. At Growthwise, we have the small business superpowers to help you manage it all. We: Take care of your red tape. We call this small business accounting on steriods Help you grow your business. We give you number insights to help you nail your strategy Make you more efficient. We use technology to help you #banadmin Our aim is to help small businesses Think, Learn, Grow & Kick-Arse.
Newcastle, AU
Private
$1M Revenue
http://www.growthwise.com.au
10 Employees

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