About E&P Financial Group
E&P Financial Group is a company based in Sydney (Australia). It operates as a Professional Services, and Brokerage / Intermediation. E&P Financial Group offers products and services including Wealth Management, Corporate Advisory, Institutional Equities & Fixed Interest, SMSF Accounting, and Sustainable Investing.
- Headquarter Sydney, Australia
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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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of E&P Financial Group
E&P Financial Group offers a comprehensive portfolio of products and services, including Wealth Management, Corporate Advisory, Institutional Equities & Fixed Interest, SMSF Accounting, and Sustainable Investing. 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.
Personalized investment advice for long-term wealth building.
Trusted advice and execution for corporate transactions.
Data and insights for institutional investment decisions.
Professional accounting for self-managed super funds offered.
Investment portfolios aligned with personal values provided.
Funding Insights of E&P Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 E&P Financial Group
| 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 |
Financial Statements - EP Financial Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
E&P Financial Group Comparisons
Competitors of E&P Financial Group
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
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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Frequently Asked Questions about E&P Financial Group
Where is E&P Financial Group located?
E&P Financial Group is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
What does E&P Financial Group do?
EP Financial Group is focused on delivering wealth management, corporate advisory, and institutional equities services. The company operates in the financial sector, catering to individuals, families, corporates, institutions, and not-for-profit organizations. Solutions offered include personalized investment advice, strategic financial planning, sustainable investing, SMSF accounting, and estate planning. Expertise is harnessed to unlock opportunities and drive growth in a dynamic financial landscape. A commitment to integrity and meaningful client relationships is maintained, positioning the group as a trusted financial partner across Australia and Hong Kong.
What products or services does E&P Financial Group offer?
E&P Financial Group offers Wealth Management, Corporate Advisory, Institutional Equities & Fixed Interest, SMSF Accounting, and Sustainable Investing.