About Australian Ethical Investment
Australian Ethical Investment is a company based in Sydney (Australia) founded in 1986.. Australian Ethical Investment has completed 1 acquisition, including Altius Asset Management. Australian Ethical Investment offers products and services including Superannuation Fund, Managed Funds, and ETFs. Australian Ethical Investment operates in a competitive market with competitors including Investec, S&P Global, FNZ, Bank of America and State Street, among others.
- Headquarter Sydney, Australia
- Stage Public
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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- Legal Name Australian Ethical Investment Limited
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Annual Revenue
$78.88 M (USD)18.8as on Jun 30, 2025
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Net Profit
$13.35 M (USD)75.15as on Jun 30, 2025
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EBITDA
$24.06 M (USD)44.06as on Jun 30, 2025
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Latest Funding Round
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Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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IPO & Listings of Australian Ethical Investment
Australian Ethical Investment is a publicly listed company on the ASX with ticker symbol AEF in Australia, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of Australian Ethical Investment
Australian Ethical Investment offers a comprehensive portfolio of products and services, including Superannuation Fund, Managed Funds, and ETFs. 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.
Ethical fund for long-term retirement savings and investments.
Diversified portfolios focused on ethical and sustainable assets.
Tradeable funds investing in ethical sectors like renewables.
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Funding Insights of Australian Ethical Investment
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Australian Ethical Investment
Australian Ethical Investment has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Altius Asset Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Fixed interest asset management services are provided for sustainable portfolios.
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2011 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Australian Ethical Investment
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Australian Ethical Investment Comparisons
Competitors of Australian Ethical Investment
Australian Ethical Investment 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 Investec, S&P Global, FNZ, Bank of America and State Street, 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 |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| domain | founded_year | HQ Location |
Software suites for banks and financial institutions are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Australian Ethical Investment
Frequently Asked Questions about Australian Ethical Investment
When was Australian Ethical Investment founded?
Australian Ethical Investment was founded in 1986.
Where is Australian Ethical Investment located?
Australian Ethical Investment is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Who is the current CEO of Australian Ethical Investment?
Phil Vernon is the current CEO of Australian Ethical Investment.
What is the annual revenue of Australian Ethical Investment?
Annual revenue of Australian Ethical Investment is $78.88M as on Jun 30, 2025.
What does Australian Ethical Investment do?
Australian Ethical Investment was established in 1986 and is based in Sydney, Australia. Operations are conducted in the investment management sector, with a focus on diversified portfolios. Services encompass ethical investment strategies and asset management for institutional and individual clients. The firm is led by CEO Phil Vernon, with activities centered on the Australian financial market and international exposure where applicable.
Who are the top competitors of Australian Ethical Investment?
Australian Ethical Investment's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Australian Ethical Investment offer?
Australian Ethical Investment offers Superannuation Fund, Managed Funds, and ETFs.
Is Australian Ethical Investment publicly traded?
Yes, Australian Ethical Investment is publicly traded on ASX under the ticker symbol AEF.
How many acquisitions has Australian Ethical Investment made?
Australian Ethical Investment has made 1 acquisition, including Altius Asset Management.
What is Australian Ethical Investment's ticker symbol?
The ticker symbol of Australian Ethical Investment is AEF on ASX.