Insights

Offshore Growth Carrick Wealth is positioned as an offshore wealth and capital management leader with regional offices in Africa, enabling cross-border wealth planning for high‑net‑worth clients and international institutions.

Credibility Edge An award for best adviser firm in South Africa in 2020 reinforces trust and credibility that can accelerate outreach to affluent individuals and family offices seeking proven fiduciary partners.

Personalised Attention The boutique style approach and one‑on‑one advice provide a strong platform to upsell bespoke wealth management, estate planning, and exclusive investment solutions.

Growth Momentum Ongoing leadership expansion and regional hires signal a scalable operation capable of servicing multi‑jurisdictional portfolios for entrepreneurs and corporate clients.

Financial Scale With revenue in the mid‑tens of millions and a mid‑sized team, Carrick can target larger family offices and institutional opportunities with sophisticated product offerings and scalable services.

Similar companies to Carrick Wealth

Carrick Wealth Tech Stack

Carrick Wealth uses 8 technology products and services including Site Kit, Cloudflare CDN, OneTrust, and more. Explore Carrick Wealth's tech stack below.

  • Site Kit
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • OneTrust
    Cookie Compliance
  • oEmbed
    Dev Tools
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Polylang
    Web Platform Extensions
  • Apache
    Web Servers

Carrick Wealth's Email Address Formats

Carrick Wealth uses at least 1 format(s):
Carrick Wealth Email FormatsExamplePercentage
First.Last@carrick-wealth.comJohn.Doe@carrick-wealth.com
88%
FirstLast@carrick-wealth.comJohnDoe@carrick-wealth.com
5%
First@carrick-wealth.comJohn@carrick-wealth.com
4%
FirstLa@carrick-wealth.comJohnDo@carrick-wealth.com
3%

Frequently Asked Questions

What is Carrick Wealth's official website and social media links?

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Carrick Wealth's official website is carrick-wealth.com and has social profiles on LinkedIn.

What is Carrick Wealth's NAICS code?

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Carrick Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Carrick Wealth have currently?

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As of July 2026, Carrick Wealth has approximately 134 employees across 3 continents, including AfricaEuropeNorth America. Key team members include Head Of Compliance: M. H.Head Of Technology: D. F.Founder & Ceo, Carrick Property: C. F.. Explore Carrick Wealth's employee directory with LeadIQ.

What industry does Carrick Wealth belong to?

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Carrick Wealth operates in the Financial Services industry.

What technology does Carrick Wealth use?

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Carrick Wealth's tech stack includes Site KitCloudflare CDNOneTrustoEmbedPHPYoast SEOPolylangApache.

What is Carrick Wealth's email format?

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Carrick Wealth's email format typically follows the pattern of First.Last@carrick-wealth.com. Find more Carrick Wealth email formats with LeadIQ.

When was Carrick Wealth founded?

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Carrick Wealth was founded in 2014.
Carrick Wealth logo

Carrick Wealth

Financial ServicesWestern Cape, South Africa51-200 Employees

Carrick Wealth is a financial services firm specializing in offshore wealth and capital management. It provides independent financial advice to a diverse group of high-net-worth individuals and offers a broad spectrum of financial solutions through well-regarded international institutions. The firm emphasizes personal, one-on-one service as part of its approach.
Headquartered in Cape Town, Western Cape, the firm operates with a mid-sized team and has expanded beyond its home market across Africa, including opening an office in Blantyre, Malawi in 2018. In 2020, the group was recognized as the best adviser firm in South Africa at the International Adviser Best Practice Adviser Awards.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Carrick Wealth's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Carrick Wealth's revenue is estimated to be in the range of $50M$100M

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