Insights

Growth potential Mid-market financial services firm with 11-50 employees and annual revenue in the 1M-10M range presents an opportunity for scalable wealth management solutions, client onboarding automation, and advisory process optimization.

Tech usage Existing tech stack includes HubSpot Analytics, Snowplow, Calendly, Canva, Duda, WordPress, Mailchimp, and Microsoft 365, indicating openness to marketing automation, analytics-driven advisory services, and user-friendly client engagement tools.

Leadership change Recent director appointment signals strategic evolution; potential need for leadership-aligned partnerships, succession planning services, and advisory support during growth and governance transitions.

Brand credibility Strong client trust evidenced by over 100 five-star Google reviews and a clear value proposition of simplifying finances, creating openings for reputation marketing, client referrals, and premium service positioning.

Expansion readiness Revenue scale and growth trajectory suggest readiness for expanded services such as fiduciary planning, retirement solutions, mortgage/dedicated lending support, and scalable advisory platforms to capture additional market share.

Link Wealth Advice Tech Stack

Link Wealth Advice uses 8 technology products and services including HubSpot Analytics, Snowplow, Calendly, and more. Explore Link Wealth Advice's tech stack below.

HubSpot Analytics
Analytics
Snowplow
Analytics
Calendly
Appointment Scheduling
Canva
Audio, Video, Graphics
Duda
Content Management System
WordPress
Content Management System
Mailchimp
Email
Microsoft 365
Email

Media & News

Link Wealth Group hires Josh as director.
On his 26th birthday Josh was appointed as a director at Link Wealth Group.
Aug 14, 2023 | insideadviser.com.au

Link Wealth Advice's Email Address Formats

Link Wealth Advice uses at least 1 email format:

Link Wealth Advice Email Formats	Example	Percentage
First@linkwealth.com.au	John@linkwealth.com.au	100%

Frequently Asked Questions

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

Link Wealth Advice's official website is linkwealth.com.au and has social profiles on LinkedIn.

How much revenue does Link Wealth Advice generate?

As of November 2026, Link Wealth Advice's annual revenue is estimated to be $1M - $10M.

What is Link Wealth Advice's NAICS code?

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

How many employees does Link Wealth Advice have currently?

As of November 2026, Link Wealth Advice has approximately 45 employees across 3 continents, including Oceania, Asia and North America. Key team members include Partner & Senior Adviser: F. K. C., Owner: J. L. and Owner: C. L. Explore Link Wealth Advice's employee directory with LeadIQ.

What industry does Link Wealth Advice belong to?

Link Wealth Advice operates in the Financial Services industry.

What technology does Link Wealth Advice use?

Link Wealth Advice's tech stack includes HubSpot Analytics, Snowplow, Calendly, Canva, Duda, WordPress, Mailchimp and Microsoft 365.

What is Link Wealth Advice's email format?

Link Wealth Advice's email format typically follows the pattern of First@linkwealth.com.au. Find more Link Wealth Advice email formats with LeadIQ.

When was Link Wealth Advice founded?

Link Wealth Advice was founded in 2012.

Link Wealth Advice

Q: What is Link Wealth Advice's official website and social media links?

Link Wealth Advice's official website is linkwealth.com.au. Link Wealth Advice has social profiles on LinkedIn.

Q: How many employees does Link Wealth Advice have currently?

Link Wealth Advice has approximately 45 employees.

Q: What technology does Link Wealth Advice use?

Link Wealth Advice's tech stack includes Skrollr, PHP, Google Tag Manager, Google Analytics, html5media.

Q: What is Link Wealth Advice's NAICS code?

Link Wealth Advice's NAICS code is 52 (Finance and Insurance).

Financial ServicesWestern Australia, Australia11-50 Employees

Link Wealth Advice operates in the financial services sector, providing personal financial planning and wealth advisory services from Camberwell, Victoria. The firm emphasizes simplifying finances to improve understanding and enable informed decision-making, guiding clients through markets and helping identify blind spots. It serves a broad range of life stages, from first-time homebuyers to experienced investors, focusing on aligning choices with clients' goals and values.

The company has a strong client-relations footprint, including more than 100 five-star Google reviews. A recent development in August 2023 saw the addition of a new director to the leadership team.