AD ADVISORY SERVICES

Brisbane, Australia Founded: 1981 • Age: 45 yrs Acquired By FDCTech
Financial advisory services are provided to clients in Australia.
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About AD ADVISORY SERVICES

AD ADVISORY SERVICES is a company based in Brisbane (Australia) founded in 1981 was acquired by FDCTech in December 2021.. AD ADVISORY SERVICES offers products and services including Licensee Solutions, Private Clients, and Dealer Services. AD ADVISORY SERVICES operates in a competitive market with competitors including 77 Partners, Blue Ocean Equities, Capella Capital, Pursue Wealth and First Super, among others.

  • Headquarter Brisbane, Australia
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Ad Advisory Services Pty Ltd
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    FDCTech

    (Dec 23, 2021)

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Products & Services of AD ADVISORY SERVICES

AD ADVISORY SERVICES offers a comprehensive portfolio of products and services, including Licensee Solutions, Private Clients, and Dealer Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides licensing for financial planners to meet practice needs

Offers tailored financial strategies for individuals and families

Supports compliance and growth for financial advisory businesses

Funding Insights of AD ADVISORY SERVICES

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in AD ADVISORY SERVICES

AD ADVISORY SERVICES has secured backing from 1 investor. Prominent investors backing the company include FDCTech. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Trade management solutions are provided for forex and cryptocurrency brokers.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by AD ADVISORY SERVICES

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - AD ADVISORY SERVICES

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Ad Advisory Services Comparisons

Employees
+
Add Comparison
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Competitors of AD ADVISORY SERVICES

AD ADVISORY SERVICES operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as 77 Partners, Blue Ocean Equities, Capella Capital, Pursue Wealth and First Super, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Invests in and partners with frontier tech founders for scalable ventures.
domain founded_year HQ Location
Offers broking services, stock research, and corporate advisory for financial markets.
domain founded_year HQ Location
Provider of financial advisory services
domain founded_year HQ Location
Provides financial planning, mortgage broking, and accounting services for clients in Australia.
domain founded_year HQ Location
Produces high-quality biodegradable paper straws for sustainable packaging needs.
domain founded_year HQ Location
Offers financial advice, wealth management, loans, and retirement planning services.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Ad Advisory Services

FDCTech buys stake in specialist dealer AD Advisory Services
Privatebankerinternational4 years ago

Frequently Asked Questions about AD ADVISORY SERVICES

When was AD ADVISORY SERVICES founded?

AD ADVISORY SERVICES was founded in 1981.

Where is AD ADVISORY SERVICES located?

AD ADVISORY SERVICES is headquartered in Brisbane, Australia. It is registered at Brisbane, Queensland, Australia.

What does AD ADVISORY SERVICES do?

AD Advisory Services was established in 1981 in Brisbane, Australia, focusing on the financial sector. Advisory services in finance are delivered to support client needs. Operations are centered in Brisbane, with oversight by Managing Director Jonathan Thomas. The firm handles various financial consultations, maintaining a presence in the Australian market since its founding.

Who are the top competitors of AD ADVISORY SERVICES?

AD ADVISORY SERVICES's top competitors include Capella Capital, MWL Financial Group and Wright Planning.

What products or services does AD ADVISORY SERVICES offer?

AD ADVISORY SERVICES offers Licensee Solutions, Private Clients, and Dealer Services.

Who are AD ADVISORY SERVICES's investors?

AD ADVISORY SERVICES has 1 investor. Key investors include FDCTech.

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