Integro Private Wealth
- Company typePrivate
- Founded2003
- HeadquartersSubiaco, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
Integro Private Wealth firmographics
Firmographics- Name
- Integro Private Wealth
- Website
- https://integrowealth.com.au
- Company type
- Private
- Founded year
- 2003
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Integro Private Wealth industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Integro Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Subiaco
- HQ country
- Australia
- HQ region
- Oceania
Markets served
Integro Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel
Integro Private Wealth product offering
Product offeringCore offering
No substantive information on the company's core offering was available in the source material. The company name "Integro Private Wealth" and domain integrowealth.com.au suggest a private wealth management firm, but specific services, products, or offerings could not be confirmed from the input, which consisted only of a verification/loading page.
Differentiator
Problem solved
Functional benefit
Companies that use Integro Private Wealth
Customer profileIdeal customer profiles1 record
Integro Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integro Private Wealth competitors and assessment
Company assessmentBroad incumbents
- NAB Private Wealth: Private banking and wealth division of National Australia Bank. Comparable as a bank-owned incumbent in the Australian private wealth space.
- Macquarie Private Wealth: Private wealth division of Macquarie Group serving HNW clients in Australia with wealth management, brokerage, and advisory offerings. Comparable as a major Australian private wealth provider, though it operates at significantly larger scale and capital markets depth.
- UBS Wealth Management Australia: Australian arm of global private bank UBS serving HNW and UHNW clients. Comparable as a major incumbent in the private wealth space, though it operates at global scale with broader product capabilities.
- Westpac Private Bank: Private banking arm of Westpac serving HNW clients in Australia. Comparable as a major bank-owned incumbent in the private wealth segment.
- ANZ Private: Private banking arm of ANZ serving HNW clients in Australia with banking, advice, and investment services. Comparable as a bank-owned incumbent in the private wealth segment.
Direct peers
- Shaw and Partners: Australian wealth management and investment advisory firm offering private wealth advice, stockbroking, and capital markets services. Comparable as a mid-to-large Australian private wealth firm with a similar advisory-led business model.
- Evans Dixon: Australian wealth advisory firm providing financial planning, investment management, and tax advice to HNW clients. Comparable as a direct peer in the Australian private wealth segment.
- Morgans Financial: Australian full-service stockbroking and wealth management firm serving private clients across advice and portfolio management. Comparable as a direct competitor in the Australian private wealth advisory space.
- Bell Potter: Australian wealth management and stockbroking firm serving private clients with advice, portfolio management, and research. Comparable as a direct peer in Australian private wealth advisory.
- Ord Minnett: Australian private wealth and investment advisory firm providing wealth management, stockbroking, and portfolio services. Comparable as a direct private wealth peer in the Australian market.
Market position
Competitive moat2 records
Key highlights2 records
Customer concentration
Integro Private Wealth social profiles
Digital presenceIntegro Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Integro Private Wealth leadership team
Management profileNumber of profiles
Integro Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Integro Private Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Integro Private Wealth
What does Integro Private Wealth do?
No substantive information on the company's core offering was available in the source material. The company name "Integro Private Wealth" and domain integrowealth.com.au suggest a private wealth management firm, but specific services, products, or offerings could not be confirmed from the input, which consisted only of a verification/loading page.
When was Integro Private Wealth founded?
Integro Private Wealth was founded in 2003. It employs 11 to 50 people.
Where is Integro Private Wealth based?
Integro Private Wealth is headquartered in Subiaco, Australia, in the Oceania region.
Who are Integro Private Wealth's main competitors?
Broad incumbents on record are NAB Private Wealth, Macquarie Private Wealth, UBS Wealth Management Australia, Westpac Private Bank and ANZ Private. Direct peers are Shaw and Partners, Evans Dixon, Morgans Financial, Bell Potter and Ord Minnett.
Does Integro Private Wealth have an API?
No public API is recorded for Integro Private Wealth.
What industry is Integro Private Wealth in?
Integro Private Wealth's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 525 and its SIC code is 6211.