Stellan Capital

Adelaide, Australia Founded: 2019 • Age: 7 yrs
Offers tailored financial planning, portfolio management, and family office services for clients.
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About Stellan Capital

Stellan Capital is a company based in Adelaide (Australia) founded in 2019. It operates as a B2B. Stellan Capital offers products and services including Strategic Financial Planning, Bespoke Portfolio Management, and Family Office Services. Stellan Capital operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and FIS, among others.

  • Headquarter Adelaide, Australia
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Legal Name Stellan Capital Pty Ltd
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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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. 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

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.

Funding Insights of Stellan Capital

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 Stellan Capital

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 - Stellan Capital

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

Stellan Capital Comparisons

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Competitors of Stellan Capital

Stellan Capital 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 FIS, 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.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
domain founded_year HQ Location
Financial services are provided to asset managers worldwide.
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.

Latest news on Stellan Capital

Frequently Asked Questions about Stellan Capital

When was Stellan Capital founded?

Stellan Capital was founded in 2019.

Where is Stellan Capital located?

Stellan Capital is headquartered in Adelaide, Australia. It is registered at Adelaide, South Australia, Australia.

What does Stellan Capital do?

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.

Who are the top competitors of Stellan Capital?

Stellan Capital's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Stellan Capital offer?

Stellan Capital offers Strategic Financial Planning, Bespoke Portfolio Management, and Family Office Services.

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