About Perpetual
Perpetual is a company based in Sydney (Australia) founded in 1886. It operates as a Professional Services, and Subscription Services. The company has 1,790 employees as of June 30, 2025. Perpetual has completed 6 acquisitions, including Barrow Hanley, Fintuition and Jacaranda Financial Planning. Perpetual offers products and services including Wealth Management, Asset Management, and Corporate Trust. Perpetual operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and State Street, among others.
- Headquarter Sydney, Australia
- Employees 1790 as on 30 Jun, 2025
- Stage Public
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
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- Legal Name Perpetual Limited
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Annual Revenue
$931.68 M (USD)5.44as on Jun 30, 2025
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Net Profit
$-38.46 M (USD)87.67as on Jun 30, 2025
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EBITDA
$209.53 M (USD)12.61as on Jun 30, 2025
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Latest Funding Round
$186 M (USD), Post-IPO
Sep 04, 2020
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Investors
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Employee Count
1790
as on Jun 30, 2025
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Investments & Acquisitions
Barrow Hanley
& 5 more
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IPO & Listings of Perpetual
Perpetual is a publicly listed company on the ASX with ticker symbol PPT 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.
Products & Services of Perpetual
Perpetual offers a comprehensive portfolio of products and services, including Wealth Management, Asset Management, and Corporate Trust. 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.
Holistic financial advice is provided for private clients.
Investment strategies are offered for various asset classes.
Trustee and fiduciary services are delivered to institutions.
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Funding Insights of Perpetual
- Total Funding Total Funding
- Total Rounds 1
- Last Round Post-IPO — $186.0M
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First Round
First Round
(04 Sep 2020)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2020 | Amount | Post-IPO - Perpetual | Valuation |
investors |
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| 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 Perpetual
Perpetual has strategically engaged in corporate development activities, having acquired 6 companies. Notable acquisitions include Barrow Hanley, Fintuition and Jacaranda Financial Planning. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Diversified investment management services are provided in Australia.
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2009 | ||||
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Financial services are provided to the investment industry.
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1990 | ||||
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Diversified investment management services are provided across asset classes.
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1982 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Perpetual
| 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 |
Perpetual Comparisons
Competitors of Perpetual
Perpetual 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 Investec, FNZ, S&P Global, Bank of America and State Street, 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 |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
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| domain | founded_year | HQ Location |
Financial services are provided to asset managers worldwide.
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| domain | founded_year | HQ Location |
Investment banking services are delivered across multiple financial sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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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Latest news on Perpetual
Frequently Asked Questions about Perpetual
When was Perpetual founded?
Perpetual was founded in 1886 and raised its 1st funding round 134 years after it was founded.
Where is Perpetual located?
Perpetual is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Who is the current CEO of Perpetual?
GEOFF LLOYD is the current CEO of Perpetual.
How many employees does Perpetual have?
As of Jun 30, 2025, the latest employee count at Perpetual is 1,790.
What is the annual revenue of Perpetual?
Annual revenue of Perpetual is $931.68M as on Jun 30, 2025.
What does Perpetual do?
Perpetual is involved in providing wealth management, asset management, and corporate trust services. Operations are conducted across multiple sectors including financial advisory for high net worth individuals, investment management for institutional and individual clients, and trustee services for various entities. Solutions are offered in areas such as Australian and global shares, credit and fixed income, and multi-asset investments. The company is committed to responsible investing and sustainability, supporting clients and communities since 1886.
Who are the top competitors of Perpetual?
Perpetual's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Perpetual offer?
Perpetual offers Wealth Management, Asset Management, and Corporate Trust.
Is Perpetual publicly traded?
Yes, Perpetual is publicly traded on ASX under the ticker symbol PPT.
How many acquisitions has Perpetual made?
Perpetual has made 6 acquisitions, including Barrow Hanley, Fintuition, and Jacaranda Financial Planning.
What is Perpetual's ticker symbol?
The ticker symbol of Perpetual is PPT on ASX.
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