About Financial Synergy
Financial Synergy is a company based in Melbourne (Australia) founded in 1978 was acquired by Iress in September 2016. Financial Synergy operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Melbourne, Australia
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Funding Insights of Financial Synergy
Detailed funding history for Financial Synergy
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Financial Synergy
Financial Synergy has secured backing from 1 investor. Prominent investors backing the company include Iress.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management solutions are provided online for financial markets.
|
Locked | Locked | Locked |
Investor details for Financial Synergy
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Financial Synergy
Investment portfolio details for Financial Synergy
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Financial Synergy
Detailed financials for Financial Synergy
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Financial Synergy Comparisons
Peer comparison for Financial Synergy
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Financial Synergy
Financial Synergy 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 Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Wealth management solutions are delivered for investment advisors.
|
|
| Locked | Locked | Locked |
Portfolio management software for financial advisors
|
|
| Locked | Locked | Locked |
Investment management software is provided for advisors and institutions.
|
|
| Locked | Locked | Locked |
Wealth and investment management solutions are offered to institutional investors.
|
|
| Locked | Locked | Locked |
Cloud-based solutions for financial institutions are provided by Avaloq.
|
|
| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
|
Detailed competitors of Financial Synergy
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Financial Synergy
Complete news archive for Financial Synergy
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Financial Synergy
Financial Synergy was founded in 1978.
Financial Synergy is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
Financial Synergy was founded in 1978 and is based in Melbourne, Australia. Software solutions are offered for the superannuation industry, with the Acurity platform serving as the main tool for wealth administrators to oversee practices and investments via an online interface. The platform supports management of over 4 million accounts, totaling more than 250 billion in funds. Acquisition by Iress occurred in October 2016.
Financial Synergy has 1 investor. Key investors include Iress.