About Prime Financial Group
Prime Financial Group is a company based in Melbourne (Australia) founded in 1998.. Prime Financial Group has completed 4 acquisitions, including Altezza Partners, CMB Capital and Intello. Prime Financial Group offers products and services including Wealth Management, Capital and Corporate Advisory, and Accounting and Business Advisory. Prime Financial Group operates in a competitive market with competitors including Ord Minnett, Findex, Macquarie Asset Management, MyState and Centric Wealth, among others.
- Headquarter Melbourne, Australia
- Stage Public
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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 Prime Financial Group Limited
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Annual Revenue
$32.64 M (USD)21.16as on Jun 30, 2025
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Net Profit
$3.05 M (USD)61.71as on Jun 30, 2025
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EBITDA
$7.56 M (USD)33.81as on Jun 30, 2025
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Altezza Partners
& 3 more
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IPO & Listings of Prime Financial Group
Prime Financial Group is a publicly listed company on the ASX with ticker symbol PFG 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 Prime Financial Group
Prime Financial Group offers a comprehensive portfolio of products and services, including Wealth Management, Capital and Corporate Advisory, and Accounting and Business Advisory. 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.
Service for managing and growing client investments and assets.
Guidance on corporate finance and investment opportunities for businesses.
Assistance with accounting, tax, and strategic business planning.
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Funding Insights of Prime Financial Group
| 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 |
Investments & Acquisitions by Prime Financial Group
Prime Financial Group has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Altezza Partners, CMB Capital and Intello. 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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Self-managed superannuation funds are administered by Intello for compliance.
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2011 | ||||
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Early-stage Australian tech startups are invested in by CMB Capital.
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2010 | ||||
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Provider of accounting, business advisory, and wealth management services
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2009 |
| 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 - Prime Financial Group
| 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 |
Prime Financial Group Comparisons
Competitors of Prime Financial Group
Prime Financial Group 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, Macquarie Asset Management, MyState 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 |
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| domain | founded_year | HQ Location |
Wealth management services are provided to Australian clients.
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| domain | founded_year | HQ Location |
Financial advisory and accounting services are provided by Findex.
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| domain | founded_year | HQ Location |
Offers investment management services focused on portfolio construction and risk assessment.
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| domain | founded_year | HQ Location |
Wealth management services are provided by MyState to Australian clients.
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| domain | founded_year | HQ Location |
Wealth management advisory services are provided to clients in Australia.
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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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| 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 Prime Financial Group
Frequently Asked Questions about Prime Financial Group
When was Prime Financial Group founded?
Prime Financial Group was founded in 1998.
Where is Prime Financial Group located?
Prime Financial Group is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
What is the annual revenue of Prime Financial Group?
Annual revenue of Prime Financial Group is $32.64M as on Jun 30, 2025.
What does Prime Financial Group do?
Prime Financial Group was founded in 1998 in Melbourne, Australia. Operations are conducted within the financial services sector, with a primary emphasis on wealth management. Advisory and planning services are delivered to support client investments and financial goals. The company maintains its presence through the domain primefinancial.com.au, serving the Australian geography. Portfolio oversight and strategy development form key aspects of its activities.
Who are the top competitors of Prime Financial Group?
Prime Financial Group's top competitors include Ord Minnett, MyState and Centric Wealth.
What products or services does Prime Financial Group offer?
Prime Financial Group offers Wealth Management, Capital and Corporate Advisory, and Accounting and Business Advisory.
Is Prime Financial Group publicly traded?
Yes, Prime Financial Group is publicly traded on ASX under the ticker symbol PFG.
How many acquisitions has Prime Financial Group made?
Prime Financial Group has made 4 acquisitions, including Altezza Partners, CMB Capital, and Intello.
What is Prime Financial Group's ticker symbol?
The ticker symbol of Prime Financial Group is PFG on ASX.