About Millennium3 Financial Services
Millennium3 Financial Services is a company based in Sydney (Australia) founded in 1996 was acquired by WTFG in December 2023.. Millennium3 Financial Services offers products and services including Licensee Support Services, Lead Generation, Educational Programs, Compliance Services, and Flexible Fee Models. Millennium3 Financial Services operates in a competitive market with competitors including ClearView, Integrity Life, GuildSuper, MLC Life Insurance and Tailored Lifetime Solutions, among others.
- Headquarter Sydney, 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 Millennium3 Financial Services Pty Ltd
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
WTFG
(Dec 12, 2023)
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Products & Services of Millennium3 Financial Services
Millennium3 Financial Services offers a comprehensive portfolio of products and services, including Licensee Support Services, Lead Generation, Educational Programs, Compliance Services, and Flexible Fee Models. 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.
Provides infrastructure and resources for financial advisers' operations
Offers tools for client engagement and recruitment for advisers
Delivers programs to inform and empower financial advisers
Manages risks and compliance for financial advice practices
Provides tailored fee structures for advisers' business needs
Funding Insights of Millennium3 Financial Services
| 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 |
Investors in Millennium3 Financial Services
Millennium3 Financial Services has secured backing from 1 investor. Prominent investors backing the company include T Financial Group Limited. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Manages diversified investment portfolios across various asset classes.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Millennium3 Financial Services
| 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 - Millennium3 Financial Services
| 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 |
Millennium3 Financial Services Comparisons
Competitors of Millennium3 Financial Services
Millennium3 Financial Services 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 ClearView, Integrity Life, GuildSuper, MLC Life Insurance and Tailored Lifetime Solutions, 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 |
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| domain | founded_year | HQ Location |
Life insurance and retirement solutions are provided in Australia.
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Life insurance services are provided to Australian customers.
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Life insurance services are delivered online by GuildSuper.
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| domain | founded_year | HQ Location |
Offers life insurance products, income protection, and wellness programs in Australia.
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Offers financial planning services including superannuation, insurance, and retirement advice.
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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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On-demand services are booked through an app-based platform.
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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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Latest news on Millennium3 Financial Services
Frequently Asked Questions about Millennium3 Financial Services
When was Millennium3 Financial Services founded?
Millennium3 Financial Services was founded in 1996.
Where is Millennium3 Financial Services located?
Millennium3 Financial Services is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
What does Millennium3 Financial Services do?
Millennium3 was founded in 1996 and is headquartered in Sydney, Australia. Financial services are offered, focusing on advice for financial planning and life insurance. Operations are conducted via a network of qualified advisers across the country. With more than 30 years in the sector, a substantial community of advisers is maintained, supporting clients in the Australian financial landscape.
Who are the top competitors of Millennium3 Financial Services?
Millennium3 Financial Services's top competitors include ClearView, Integrity Life and GuildSuper.
What products or services does Millennium3 Financial Services offer?
Millennium3 Financial Services offers Licensee Support Services, Lead Generation, Educational Programs, Compliance Services, and Flexible Fee Models.
Who are Millennium3 Financial Services's investors?
Millennium3 Financial Services has 1 investor. Key investors include T Financial Group Limited.