Equity Trustees

Melbourne, Australia Founded: 1888 • Age: 138 yrs
Wealth management services are provided by Equity Trustees in Australia.
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About Equity Trustees

Equity Trustees is a company based in Melbourne (Australia) founded in 1888.. Equity Trustees has completed 1 acquisition, including Australian Executor Trustees. Equity Trustees offers products and services including Trustee Services, Philanthropy Services, and Wealth Management. Equity Trustees operates in a competitive market with competitors including Investec, S&P Global, Bank of America, State Street and FIS, among others.

  • Headquarter Melbourne, Australia
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Eqt Holdings Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $115.13 M (USD)
    6.5
    as on Jun 30, 2025
  • Net Profit
    $21.32 M (USD)
    36.16
    as on Jun 30, 2025
  • EBITDA
    $35.36 M (USD)
    18.39
    as on Jun 30, 2025
  • Latest Funding Round
    $90 M (USD), Post-IPO

    Aug 23, 2022

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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IPO & Listings of Equity Trustees

Equity Trustees is a publicly listed company on the ASX with ticker symbol EQT 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.

Exchange: ASX · Ticker: EQT . Sector: Finance · Australia

Products & Services of Equity Trustees

Equity Trustees offers a comprehensive portfolio of products and services, including Trustee Services, Philanthropy Services, and Wealth Management. 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

Manages trusts and estates for secure financial oversight

Handles community grant funding and not-for-profit investments

Provides superannuation and asset management for clients

People of Equity Trustees
Headcount 200-500
Employee Profiles 59
Board Members and Advisors 7
Employee Profiles
People
Sharni Redenbach
Executive General Manager, Human Resources
People
Ian Westley
Executive General Manager, Private Clients
People
James Connell
General Manager, Corporate Trust & Securitisation, Corporate Trustee Services
People
Owen Brailsford
Chief Risk Officer

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Board Members and Advisors
people
Kevin J. Eley
Director
people
Kelly O'Dwyer
Director
people
Tim Hammon
Director
people
D Glenn Sedgwick
Director

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Funding Insights of Equity Trustees

  • Total Funding
  • Total Rounds 1
  • Last Round Post-IPO — $90.0M
  • First Round

    (23 Aug 2022)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2022 Amount Post-IPO - Equity Trustees Valuation

investors

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

Investments & Acquisitions by Equity Trustees

Equity Trustees has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Australian Executor Trustees. 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.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Real estate and financial advisory services are provided to clients.
1880
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Equity Trustees

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

Equity Trustees Comparisons

Employees
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Competitors of Equity Trustees

Equity Trustees 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, Bank of America, State Street and FIS, 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
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Insurance and asset management services are offered to diverse clients.
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.

Frequently Asked Questions about Equity Trustees

When was Equity Trustees founded?

Equity Trustees was founded in 1888 and raised its 1st funding round 134 years after it was founded.

Where is Equity Trustees located?

Equity Trustees is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.

What is the annual revenue of Equity Trustees?

Annual revenue of Equity Trustees is $115.13M as on Jun 30, 2025.

What does Equity Trustees do?

Equity Trustees was founded in 1888 and is based in Melbourne, Australia. Operations focus on the financial services sector, with wealth management as the core activity. Trustee and investment services are handled for clients across the region. The firm is led by Managing Director Mick OBrien, overseeing daily functions from its Australian headquarters. Domain activity is registered under eqt.com.au.

Who are the top competitors of Equity Trustees?

Equity Trustees's top competitors include Investec, S&P Global and Bank of America.

What products or services does Equity Trustees offer?

Equity Trustees offers Trustee Services, Philanthropy Services, and Wealth Management.

Is Equity Trustees publicly traded?

Yes, Equity Trustees is publicly traded on ASX under the ticker symbol EQT.

How many acquisitions has Equity Trustees made?

Equity Trustees has made 1 acquisition, including Australian Executor Trustees.

What is Equity Trustees's ticker symbol?

The ticker symbol of Equity Trustees is EQT on ASX.

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