Insights

Growth potential Mid-market financial services firm with 11-50 employees and revenue in the 1M-10M range presents opportunities to upsell advisory, investment management, and retirement planning services to scale alongside growth.

Director addition Recent leadership hire as director indicates a growth-driven strategy and potential openness to strategic partnerships, licensing, or co-branded initiatives that can expand client reach.

Digital footprint Active online presence with modern tech stack and strong Google reviews signals receptiveness to marketing automation, CRM integration, and analytics partnerships to improve client acquisition and service personalization.

Client lifecycle Emphasis on simplifying finances for a wide age range suggests opportunities to offer scalable planning packages, ongoing advisory retainers, and education-driven products that cross-sell across life stages.

Market positioning Positioned among reputable advisory firms with similar mid-market revenues, creating room to differentiate through niche services, ESG/values-aligned planning, and enhanced retainer-based models to improve margins.

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 September 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 September 2026, Link Wealth Advice has approximately 41 employees across 3 continents, including Oceania, Asia and North America. Key team members include Partner & Senior Adviser: F. K. C., Owner: C. L. and Owner: J. 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 41 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.