Mason Stevens

Sydney, Australia Founded: 2010 • Age: 16 yrs Acquired By Adamantem Capital
Diversified investment portfolios are managed for clients across sectors.

About Mason Stevens

Mason Stevens is a company based in Sydney (Australia) founded in 2010 was acquired by Adamantem Capital in December 2024. Mason Stevens operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.

  • Headquarter Sydney, Australia
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website masonstevens.com.au
  • Social LinkedIn X
  • Acquired by Adamantem Capital (Dec 2024)
  • Legal Name Mason Stevens Limited
Key Metrics

Investors in Mason Stevens

Mason Stevens has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Adamantem Capital.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Private capital investments are managed by Adamantem Capital.
–adamantem.com.auSydney, Australia
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Investor details for Mason Stevens

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People of Mason Stevens

1 people are tracked at Mason Stevens (1 in leadership).

NameRoleGroup
Tim Yule
Chief Executive OfficerLeadership
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Timeline of Mason Stevens

2 dated milestones of Mason Stevens across 14 years, from founding to its latest funding, stage changes and deals.

  1. Founded Mason Stevens is founded.
  2. Exit Acquired by Adamantem Capital.

Competitors of Mason Stevens

Mason Stevens 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, sei, Avaloq, 360 One and Envestnet, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
addepar.com2009Mountain View, United States$759.1M560
Wealth management solutions are delivered for investment advisors.
seic.com1968Oaks, United States–5,061
Wealth and investment management solutions are offered to institutional investors.
avaloq.com1985Zurich, Switzerland$301.11M–
Cloud-based solutions for financial institutions are provided by Avaloq.
360.one2008Mumbai, India–65
Asset and wealth management software is provided for businesses.
envestnet.com1999Berwyn, United States–1,342
Cloud-based solutions are offered for wealth management and financial advising.
broadridge.com2007New York, United States–14,600
Cloud-based accounting and financial management solutions are offered to businesses.
centricity.co.in2022Gurugram, India$24.05M458
Digital private wealth management platform for individuals
investcloud.com2010West Hollywood, United States$78.73M373
Investment management software is provided for advisors and institutions.
sanctuarywealth.com2018Indianapolis, United States$175M–
Solutions are provided to wealth managers for client management.
deltacapita.com2010London, United Kingdom$90.15M–
Provider of consulting, managed services, and technology solutions for financial services
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Detailed competitors of Mason Stevens

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Web traffic of Mason Stevens

The website of Mason Stevens (masonstevens.com.au) receives about 19.2K visits a month.

  • Monthly visits
    19.2K

    ▲ 8.7% vs previous month

Similar websites

Websites whose visitors overlap most with Mason Stevens. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
smsfwarehouse.com.au
smsfwarehouse.com.au
100%
–#2,469,712–
eurobankequities.gr
83%
680.7K#684,612View details
fatprophets.com.au
83%
3.4K#5,920,722View details
arjent.co.uk
83%
––View details
greystone.ca
83%
––View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 15 similar websites and full traffic analytics for Mason Stevens

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  • 15 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

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Latest news on Mason Stevens

PE firm completes acquisition of Mason Stevens
Moneymanagement β€’ 1 year ago
Mason Stevens to be acquired in PE deal
Moneymanagement β€’ 1 year ago
Euroz Hartleys inks partnership deal
Businessnews β€’ 2 years ago
Mason Stevens welcomes former Iress chief
Financialstandard β€’ 3 years ago
Mason Stevens grows platform, tech teams
Financialstandard β€’ 3 years ago
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Complete news archive for Mason Stevens

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  • Brand-specific news history

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Similar companies to Mason Stevens

10 companies that operate in the same segment as Mason Stevens (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
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Frequently Asked Questions about Mason Stevens

Mason Stevens was founded in 2010.

Mason Stevens is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.

Mason Stevens was established in 2010 in Sydney, Australia, as a firm focused on investment management. Operations center on diversified strategies that encompass equities, fixed income, and alternative assets. Services include portfolio construction, risk assessment, and advisory support for institutional and private clients. The firm maintains a presence in the Australian financial sector, with activities regulated under local standards.

Mason Stevens's top competitors include Addepar, Delta Capita and sei.

Mason Stevens has 1 investor. Key investors include Adamantem Capital.

Mason Stevens operates through Mason Stevens Limited.

Yes. Mason Stevens was acquired by Adamantem Capital in December 2024.

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