MyState

Hobart, Australia Founded: 2009 • Age: 17 yrs
Wealth management services are provided by MyState to Australian clients.
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About MyState

MyState is a company based in Hobart (Australia) founded in 2009.. MyState offers products and services including Banking Services and Wealth Management. MyState operates in a competitive market with competitors including Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and Centric Wealth, among others.

  • Headquarter Hobart, Australia
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Mystate Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $422 M (USD)
    26.01
    as on Jun 30, 2025
  • Net Profit
    $23.5 M (USD)
    0.77
    as on Jun 30, 2025
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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IPO & Listings of MyState

MyState is a publicly listed company on the ASX with ticker symbol MYS 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: MYS . Sector: Finance · Australia

Products & Services of MyState

MyState offers a comprehensive portfolio of products and services, including Banking 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

Offers financial products and accounts for individual customers.

Provides tools for shareholding and investment management services.

People of MyState
Headcount 200-500
Employee Profiles 18
Board Members and Advisors 6
Employee Profiles
People
Brett Morgan
Managing Director & CEO
People
Gary Dickson
Chief Financial Officer
People
James Lowe
Senior Manager Finance Planning And Analysis
People
Mandakini Khanna (Mandy)
Chief Risk Officer

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Board Members and Advisors
people
Sibylle Krieger
Director
people
Warren Lee
Director
people
Andrea Waters
Director
people
Miles Hampton
Chairman

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Funding Insights of MyState

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 MyState

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

Financial Statements - MyState

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

Mystate Comparisons

Employees
+
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Competitors of MyState

MyState 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 Ord Minnett, Findex, Prime Financial Group, Macquarie Asset Management and Centric Wealth, 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
Wealth management services are provided to Australian clients.
domain founded_year HQ Location
Financial advisory and accounting services are provided by Findex.
domain founded_year HQ Location
Wealth management services are provided to clients in Australia.
domain founded_year HQ Location
Offers investment management services focused on portfolio construction and risk assessment.
domain founded_year HQ Location
Wealth management advisory services are provided to clients in Australia.
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 MyState

When was MyState founded?

MyState was founded in 2009.

Where is MyState located?

MyState is headquartered in Hobart, Australia. It is registered at Hobart, Tasmania, Australia.

What is the annual revenue of MyState?

Annual revenue of MyState is $422M as on Jun 30, 2025.

What does MyState do?

MyState was founded in 2009 and is headquartered in Hobart, Australia. Wealth management operations are conducted within the financial services sector, where investment advisory, portfolio management, and financial planning services are offered to individual and institutional clients. Focus is placed on the Australian market, with activities centered in Tasmania. The companys online presence is maintained through the domain mystatelimited.com.au.

Who are the top competitors of MyState?

MyState's top competitors include Ord Minnett, Centric Wealth and Prime Financial Group.

What products or services does MyState offer?

MyState offers Banking Services and Wealth Management.

Is MyState publicly traded?

Yes, MyState is publicly traded on ASX under the ticker symbol MYS.

What is MyState's ticker symbol?

The ticker symbol of MyState is MYS on ASX.

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