About E&P Financial Group
E&P Financial Group is a company based in Sydney (Australia) founded in 2015.. E&P Financial Group offers products and services including Investment Advice, Strategic Financial Advice, SMSF Accounting, Sustainable Investing, and Corporate Advisory. E&P Financial Group operates in a competitive market with competitors including Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, among others.
- Headquarter Sydney, Australia
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Sectors
Financial Services
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Website
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Social
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Annual Revenue
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Products & Services of E&P Financial Group
E&P Financial Group offers a comprehensive portfolio of products and services, including Investment Advice, Strategic Financial Advice, SMSF Accounting, Sustainable Investing, and Corporate Advisory. 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 guidance for building long-term wealth strategies.
Assists in achieving financial goals through tailored planning.
Professional support for self-managed super fund management.
Aligns portfolios with client values for ethical investing.
Provides advice on capital markets and transactions execution.
Funding Insights of E&P Financial Group
| 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 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
E&P Financial Group 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 Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and MyState, 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 |
Wealth management services are provided to Australian clients.
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| domain | founded_year | HQ Location |
Financial advisory and accounting services are provided by Findex.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients in Australia.
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| domain | founded_year | HQ Location |
Offers investment management services focused on portfolio construction and risk assessment.
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| domain | founded_year | HQ Location |
Wealth management services are provided by MyState to Australian clients.
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| domain | founded_year | HQ Location |
Wealth management advisory services are provided to clients in Australia.
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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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| 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
When was E&P Financial Group founded?
E&P Financial Group was founded in 2015.
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.
Who is the current CEO of E&P Financial Group?
Peter Anderson is the current CEO of E&P Financial Group.
What does E&P Financial Group do?
EP Financial Group was founded in 2015 as a wealth management firm based in Sydney, Australia. Operations focus on financial advisory and investment services for clients in the region. The company is led by CEO Peter Anderson, with activities centered on asset management and planning. Its online presence is maintained through the domain eap.com.au, supporting local financial needs.
Who are the top competitors of E&P Financial Group?
E&P Financial Group's top competitors include Ord Minnett, MyState and Centric Wealth.
What products or services does E&P Financial Group offer?
E&P Financial Group offers Investment Advice, Strategic Financial Advice, SMSF Accounting, Sustainable Investing, and Corporate Advisory.