Companies Directory

Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation. We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively. We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).

WEALTH WISDOM

Wealth Within is a boutique investments company focused on helping individuals maximise their investment returns. Our services include delivering accredited share trading education and managing portfolios through an individually managed accounts service. The company was co-founded by Dale Gillham in 2002 to provide a range of investment and educational services to investors who understand the need to invest to achieve their financial goals. Our goal is to help you secure your financial future using proven investment strategies. Do it yourself With so much hype surrounding the investment market, Wealth Within has sought to raise the bar in the industry to set quality standards in the level of education being delivered by developing the first and only nationally accredited and internationally recognised share trading courses that provide you with a recognised accreditation at Diploma level. Written by industry specialists with over 35 years’ experience in the market, the Diploma of Share Trading and Investment offers the highest quality international standard in education to ensure students are given the greatest advantage in achieving their goals in the market.

WealthApp is a wealth management company that provides complete financial planning solutions for their clients to achieve their short term and long term investment goals.

Wealth Bridge India is a next generation online investment advisor. Our mission is to open doors for Indian investors which have till now been closed to them and to secure for them the best possible returns with the desired level of safety and liquidity. We are transforming the investment advisory industry by creating a bridge between India and the rest of the world using cutting edge technology and world-class research, backed by deep strategic partnerships with reputed global players.

WealthBridge Insurance Solutions began in San Diego in 1996 to provide families with affordable estate planning (living trusts) and insured retirement income and growth accounts (annuities). We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

WealthChaser is a financial market research & consulting firm. Our main aim is to make our clients deal with financial products with risk minimization and profit maximization. We provide trading recommendations in Equities and Commodities using all digital platforms. Your Customised Financial Plan Made By Experts We are very good at what we do. To ensure you meet your financial goals our financial planning managers use top of the line technology, knowledge and processes. Your financial plan is tailor-made to suit your requirements and all our investment advice is backed by in-depth research. The financial planning managers are highly qualified (MBA’s / CFP’s / Financial Planning Diploma / Masters in Commerce) and are also duly certified from the SEBI established National Institute of Securities Markets (Mutual Fund Advisors Module). We are experts at what we do and for us our success lies only in making our clients meet their financial goals and objectives. We love the fact that we are known and respected by our clients and the industry for our unique business model and our conflict free advice. Based on this we provide advisory in: Equity Segments: In this segment we provide tips to all type of traders, with various capital induction, volumes traded, frequency of trading and have bifurcated it in Stock Cash, Stock Futures, Stock Options and Positional Cash. Derivatives Segment: In this segment we provide research recommendation for traders in Stock future, Nifty Futures and Option-Call & Put Segment. Again based on type of traders and their volume and frequency of trading we have created services like Stock Future, Stock Future Commodities Segment: In this segment we provide trading recommendations in MCX and NCDEX Segment of market. MCX services have divided into Precious Metals, Base Metals and For more details visit : http://wealthchaser.com/Services Contact us : 0731-6657924 Email : info@wealthchaser.com

WealthEngine is a leading provider of advanced wealth identification and prospect research solutions with unique profiles of more than 250 million people in the US. This comprehensive database helps both the commercial and nonprofit customers elevate their campaigns, expand audiences, decrease acquisition costs, and increase revenue and the lifetime value of their donor or customers. Altrata is comprised of five distinct offerings: BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X. Together, we provide data and intelligence on the most impactful people to our clients’ success. For career opportunities, visit - https://altrata.com/careers/ Altrata.com

Wealthi helps Latin Americans invest in property around the world. Our community provides education, research and data-driven insights to help new investors enter the real estate market and become successful landlords. We started in Australia in 2018 and now expanding into new markets. Each day, our team is innovating and building a movement, powered by passion, discipline and an amazing work ethic. Wealthi ranked in the top 100 on the AFR Fast Starters 2022. Our investors include London based VC fund Pi Labs and Sydney based private equity investment group EG.