About Evolution Financial
Evolution Financial is a company based in Townsville (Australia) founded in 2014. It operates as a B2C, and Advisory Services. Evolution Financial offers products and services including Retirement Planning, Investment Advice, and Superannuation Management. Evolution Financial operates in a competitive market with competitors including 77 Partners, Blue Ocean Equities, Capella Capital, Pursue Wealth and First Super, among others.
- Headquarter Townsville, 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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- Legal Name Evolution Financial Pty Ltd
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Annual Revenue
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Net Profit
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Latest Funding Round
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Products & Services of Evolution Financial
Evolution Financial offers a comprehensive portfolio of products and services, including Retirement Planning, Investment Advice, and Superannuation 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.
Service for creating secure retirement strategies and financial independence.
Guidance on investments to maximize wealth and minimize risks.
Assistance with superannuation to ensure optimal retirement funds.
Funding Insights of Evolution Financial
| 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 Evolution Financial
| 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 - Evolution Financial
| 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 |
Evolution Financial Comparisons
Competitors of Evolution Financial
Evolution Financial 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 77 Partners, Blue Ocean Equities, Capella Capital, Pursue Wealth and First Super, 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.
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Invests in and partners with frontier tech founders for scalable ventures.
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Offers broking services, stock research, and corporate advisory for financial markets.
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Provider of financial advisory services
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Provides financial planning, mortgage broking, and accounting services for clients in Australia.
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Produces high-quality biodegradable paper straws for sustainable packaging needs.
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| domain | founded_year | HQ Location |
Offers financial advice, wealth management, loans, and retirement planning services.
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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 Evolution Financial
When was Evolution Financial founded?
Evolution Financial was founded in 2014.
Where is Evolution Financial located?
Evolution Financial is headquartered in Townsville, Australia. It is registered at Townsville, Queensland, Australia.
What does Evolution Financial do?
Evolution Financial specializes in financial planning, particularly retirement strategies, superannuation, and investment management. They work directly with clients to assess financial situations, set goals, and create personalized plans for dignified retirement. Based in Townsville and Cairns, they serve mostly retirees or those nearing retirement, emphasizing transparent advice to minimize tax and protect wealth. Their services aim to ensure financial independence and peace of mind.
Who are the top competitors of Evolution Financial?
Evolution Financial's top competitors include Capella Capital, MWL Financial Group and Wright Planning.
What products or services does Evolution Financial offer?
Evolution Financial offers Retirement Planning, Investment Advice, and Superannuation Management.