Brand profile · Financial Services

Annex Wealth

Annex Wealth runs a Financial Services operation from Melbourne, Victoria. Privately held, at annexwealth.com.au. It holds one address on record, all in Australia. It employs 6 people, on the record. It lists financial planning, smsf and investments among its specialties. The record links seven similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2015 1 office country

Key facts

Counted staff
6
self-reported 2–10 band
Founded
2015
11 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Our service model is designed to cater for each client's unique needs.

Specialties

All 3 specialties
  • SMSF
  • Investments
  • Financial Planning

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU161 Collins St; Melbourne, Victoria 3000Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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The people relation is never requested, so there is nothing here to unlock.

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FAQ

How many people work at Annex Wealth?

6 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Annex Wealth have offices?

One address on record, Australia only. Primary: 161 Collins St, Melbourne, Victoria 3000.

Has Annex Wealth raised funding?

None linked to this brand.

What does Annex Wealth list as its specialties?

Three tags on the brand's own list, among them financial planning, smsf and investments.

Which companies are listed alongside Annex Wealth?

19 profiles list Annex Wealth as a peer — 95th percentile in Financial Services. It lists ten peers of its own. Grimsey Wealth Pty Ltd and Innate Wealth list it back.

What is Annex Wealth's website?