Envest Group has acquired a majority stake in Wealth Architects, establishing a new operational pillar that enhances Envest's presence in the financial advisory sector.

Information on the Target

Wealth Architects is a privately-owned boutique financial advisory firm operating across Australia. With a commitment to enhancing clients' lives, the firm provides comprehensive wealth management services tailored for retail, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients. Wealth Architects boasts a strong presence with 14 branches located primarily on the East Coast, specifically in New South Wales, Queensland, and Victoria.

The firm specializes in offering an extensive range of financial products and services, including investment advisory, life insurance, trauma coverage, income protection, and disability solutions. By employing 57 staff members, including 22 advisors, Wealth Architects is well-positioned to deliver informed and personalized service to its clients.

Industry Overview in Australia

Australia's financial advisory industry is experiencing significant growth. As economic conditions evolve, consumers are increasingly seeking comprehensive financial a