About Stellan Capital
Stellan Capital is a Financial Services company based in Adelaide (Australia) founded in 2019. It offers tailored financial planning, portfolio management, and family office services for clients. It operates on a B2B model. Stellan Capital offers products and services including Strategic Financial Planning, Bespoke Portfolio Management, and Family Office Services. Its focus areas include Finance, Wealth Management, Portfolio Management and Bespoke Advisory. Its legal entity is Stellan Capital Pty Ltd. Similar companies include Investec, FNZ, S&P Global, Bank of America and FIS and 5 more; 2 of its 10 listed similar companies have raised funding.
Company details
Stellan Capital is a national private wealth management firm that delivers holistic financial planning, including tax strategies, superannuation, insurance, and estate planning. It provides customized multi-asset investment portfolios and family office services for ultra-high-net-worth individuals and families. Operating in Australia with offices in Adelaide and Melbourne, the firm focuses on transparent, personalized advice to meet client goals.
- Headquarters Adelaide, Australia
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website stellancapital.com
- Legal Name Stellan Capital Pty Ltd
Products & Services of Stellan Capital
Stellan Capital offers a comprehensive portfolio of products and services, including Strategic Financial Planning, Bespoke Portfolio Management, and Family Office Services.
Provides guidance on tax, superannuation, insurance, and estate planning strategies.
Offers tailored multi-currency, multi-asset investment portfolios for client goals.
Delivers investment governance and support for high-net-worth family groups.
Similar companies to Stellan Capital
Stellan Capital has 10 listed similar companies in our database, 2 of them funded. They include Investec, FNZ, S&P Global, Bank of America and FIS, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. | |
| eatonvance.com | 1924 | Boston, United States | – | – | Platform offering mutual funds and investment management solutions | |
| simcorp.com | 1971 | Copenhagen, Denmark | – | 1,906 | Front and back-office solutions are delivered for investment managers. | |
| aware.com.au | 1992 | Sydney, Australia | – | – | Offers comprehensive retirement planning, financial advisory, and investment management services. |
Detailed similar companies of Stellan Capital
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Top companies in Asset Management
10 companies that operate in the same segment as Stellan Capital (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Stellan Capital
Stellan Capital was founded in 2019.
Stellan Capital is headquartered in Adelaide, Australia. It is registered at Adelaide, South Australia, Australia.
Stellan Capital is a national private wealth management firm that delivers holistic financial planning, including tax strategies, superannuation, insurance, and estate planning. It provides customized multi-asset investment portfolios and family office services for ultra-high-net-worth individuals and families. Operating in Australia with offices in Adelaide and Melbourne, the firm focuses on transparent, personalized advice to meet client goals.
Stellan Capital's top competitors include Investec, Goldman Sachs and S&P Global.
Stellan Capital offers Strategic Financial Planning, Bespoke Portfolio Management, and Family Office Services.
Stellan Capital operates through Stellan Capital Pty Ltd.