Synchron Advice

Melbourne, Australia Founded: 1998 • Age: 28 yrs Acquired By WTFG
Financial advisory, asset allocation, and retirement planning services are offered.

About Synchron Advice

Synchron Advice is a company based in Melbourne (Australia) founded in 1998 was acquired by WTFG in March 2022. It operates as a Professional Services, and Subscription Services. Synchron Advice offers products and services including Financial Advice Licensing and Adviser Support Services.

  • Headquarter Melbourne, Australia
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Synchron Advice Pty Ltd
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    WTFG

    (Mar 15, 2022)

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Products & Services of Synchron Advice

Synchron Advice offers a comprehensive portfolio of products and services, including Financial Advice Licensing and Adviser Support 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

Licensing support is provided for financial advisers' practices.

Comprehensive resources are offered to enhance adviser client delivery.

Funding Insights of Synchron Advice

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

Investors in Synchron Advice

Synchron Advice has secured backing from 1 investor. Prominent investors backing the company include T Financial Group Limited. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Manages diversified investment portfolios across various asset classes.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Synchron Advice

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 - Synchron Advice

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

Synchron Advice Comparisons

Employees
+
Add Comparison
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Competitors of Synchron Advice

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 Synchron Advice

Australia’s WT Financial to buy financial adviser group Synchron
Privatebankerinternational4 years ago

Frequently Asked Questions about Synchron Advice

When was Synchron Advice founded?

Synchron Advice was founded in 1998.

Where is Synchron Advice located?

Synchron Advice is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.

What does Synchron Advice do?

Synchron Advice is established as one of Australias largest networks of financial advisers. Licensing, governance, and national support are provided to help advisers grow their practices. Comprehensive resources, educational tools, and compliance support are offered to ensure high-quality client advice. The company operates under WT Financial Group, with a focus on the financial services sector. A modern tech stack, regional manager support, and flexible fee models are included to aid advisers in client engagement and business development.

What products or services does Synchron Advice offer?

Synchron Advice offers Financial Advice Licensing and Adviser Support Services.

Who are Synchron Advice's investors?

Synchron Advice has 1 investor. Key investors include T Financial Group Limited.

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