Closed transaction
- Advised by
- Deal stage
- Closed transaction
- Service
- Equity
- Sector
- Financial Services
- Sub-sector
- Asset Management
- Market
- Asia
Deal details
Opportunity to invest (or purchase majority stake) in technology-enabled investment platform that allows mass market access to specialist asset management. The platform that is based on proprietary technology is designed for mass market investors to access specialist asset funds management that is usually only available to funds of funds, financial institutions, pension funds, high net worth individuals and private banking clients. The need for fully digital solutions appeals to the mass market and is part of a global trend; major financial groups such as Goldman Sachs are recognising the need to have offerings for mass markets.
The company has built partnerships with groups like Schroeders, Black Rock and Macquarie Bank and wealth advisory groups like Clime. it is also building a series of partnerships with other banks, advice firms and brokers both in Australia and Asia.
There is a global trend for assets managed on digital platforms. In the United States, assets managed on digital investment platforms are projected to grow from US $257 billion in 2018 to 1.2 trillion dollars by 2023.
The owners of the platform have been co-founders and managers of other successful multi-billion dollar ventures. This unique asset management technology enabled platform offers a recurring revenue model, scalable technology, first-mover advantage and the support of Tier One asset managers.
Seeking up to AUD $5M as an investment.
Deal team
01Members / select to view profile
Lindley Edwards
RolePartner
FirmAFG Venture Group
Lindley Edwards is a specialist adviser in merger, acquisition, divestments, fund raising, strategic consulting and licensing for growth public and private companies.
View profile
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