About AdviceIQ Partners
AdviceIQ Partners is a Financial Services company based in Brisbane (Australia) founded in 2008, and was acquired by Financial Media Exchange in March 2017. Financial advisory and retirement planning services are offered. It operates on a Professional Services model. AdviceIQ Partners offers products and services including Licensee Services. Its focus areas include Financials and Advisory Services. Its legal entity is AdviceIQ Partners Pty Limited. Its competitors include 77 Partners, Capella Capital and Blue Ocean Equities.
Company details
A network of boutique financial advice firms across Australia is supported by AdviceIQ Partners. Focus is placed on high-caliber practices serving higher net worth clients with complex needs. Licensee services are provided to ensure advisers can deliver effective solutions. A unique structure with shared ownership among partner firms is maintained, fostering a strong culture of knowledge sharing and mutual support within the financial advisory sector.
- Headquarters Brisbane, Australia
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website adviceiq.com.au
- Acquired by Financial Media Exchange (Mar 2017)
- Legal Name Adviceiq Partners Pty Limited
- Investors
- Acquired byFinancial Media Exchange
(Mar 2017)
Products & Services of AdviceIQ Partners
AdviceIQ Partners offers a comprehensive portfolio of products and services, including Licensee Services.
Licensee services are provided to support financial advisers.
Investors in AdviceIQ Partners
AdviceIQ Partners has secured backing from 1 investor. Prominent investors backing the company include Financial Media Exchange.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Operates a marketplace for financial content and resources. | 2012 | fmexdirect.com | Boston, United States |
Investor details for AdviceIQ Partners
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- Complete investor list
- Round participation
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Verified entity values are shown only after access is granted.
Timeline of AdviceIQ Partners
2 dated milestones of AdviceIQ Partners across 9 years, from founding to its latest funding, stage changes and deals.
- Founded AdviceIQ Partners is founded.
- Exit Acquired by Financial Media Exchange.
Competitors of AdviceIQ Partners
AdviceIQ Partners has 3 listed competitors in our database. They include 77 Partners, Capella Capital and Blue Ocean Equities.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| 77partners.vc | 2020 | Brisbane, Australia | Invests in and partners with frontier tech founders for scalable ventures. | |||
| capellacapital.com.au | 2009 | Sydney, Australia | Provider of financial advisory services | |||
| boeq.com.au | 2012 | Sydney, Australia | Offers broking services, stock research, and corporate advisory for financial markets. |
Detailed competitors of AdviceIQ Partners
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Frequently Asked Questions about AdviceIQ Partners
AdviceIQ Partners was founded in 2008.
AdviceIQ Partners is headquartered in Brisbane, Australia. It is registered at Brisbane, Queensland, Australia.
A network of boutique financial advice firms across Australia is supported by AdviceIQ Partners. Focus is placed on high-caliber practices serving higher net worth clients with complex needs. Licensee services are provided to ensure advisers can deliver effective solutions. A unique structure with shared ownership among partner firms is maintained, fostering a strong culture of knowledge sharing and mutual support within the financial advisory sector.
AdviceIQ Partners's top competitors include Capella Capital, 77 Partners and Blue Ocean Equities.
AdviceIQ Partners offers Licensee Services.
AdviceIQ Partners has 1 investor. Key investors include Financial Media Exchange.
AdviceIQ Partners operates through Adviceiq Partners Pty Limited.
Yes. AdviceIQ Partners was acquired by Financial Media Exchange in March 2017.