Brand profile · Financial Services

WealthRecords

WealthRecords runs a Financial Services operation from Parramatta, New South Wales. It is privately held, and its site is wealthrecords.com.au. It holds one address on record, all in Australia. Headcount on record is 1. Its work is tagged smsf, retirement and financial planning. The record links six similar brands, most of them in Financial Services.

LinkedIn

Profile live Privately Held Founded 2025 1 office country
Counted staff
1
self-reported band not used
Founded
2025
1 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

WealthRecords delivers Innovative, Expert and Efficient solutions for the SMSF industry. Our mission is to support the growth of the SMSF sector by empowering SMSF professionals and enhancing their clients’ experience. With decades of experience and an expert team, WealthRecords is a leading provider of SMSF solutions, trusted partner for professionals, and advocate for the SMSF industry.

Part of the befree Global family.

Specialties

All 14 specialties
  • SMSF
  • Financial Advisers
  • Financial Planning
  • Accounting
  • Administration
  • Compliance
  • Legal
  • Trusts
  • Investment
  • Platforms
  • Retirement
  • High Net Worth
  • FinTech
  • Audit

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AU80 George St; Parramatta, New South Wales 2150Primary

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Spending power

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Signals & hiring

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

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Financials

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

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People & contacts

1 employee profiles on record · names withheld.

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FAQ

How many people work at WealthRecords?

1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does WealthRecords have offices?

One address on record, Australia only. Primary: 80 George St, Parramatta, New South Wales 2150.

Has WealthRecords raised funding?

None linked to this brand.

What does WealthRecords list as its specialties?

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

Which companies are listed alongside WealthRecords?

2 profiles list WealthRecords as a peer — 54th percentile in Financial Services. It lists ten peers of its own. SMSF Alliance and REAZ Australia list it back.