About Ulton
Ulton is a company based in Australia founded in 2000. It operates as a B2B, and B2C. Ulton offers products and services including Tax Advisory, Wealth Management, Forensic Accounting, and CFO Services. Ulton operates in a competitive market with competitors including Fidelity Investments, Nordea, Morgan Stanley, BNP Paribas and Generali, among others.
- Headquarter Australia
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Sectors
Financial ServicesBusiness Services
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Social
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Products & Services of Ulton
Ulton offers a comprehensive portfolio of products and services, including Tax Advisory, Wealth Management, Forensic Accounting, and CFO 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.
Manages tax risk and minimizes exposure for businesses.
Provides tools for building and protecting personal wealth.
Conducts independent financial analysis and investigations.
Offers strategic planning and financial oversight for companies.
Funding Insights of Ulton
| 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 Ulton
| 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 |
Financial Statements - Ulton
| 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 |
Ulton Comparisons
Competitors of Ulton
Ulton 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 Fidelity Investments, Nordea, Morgan Stanley, BNP Paribas and Generali, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Nordea is recognized as a leading Nordic universal bank.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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Banking & financial service provider
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Diversified insurance and asset management services are offered globally.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Ulton
When was Ulton founded?
Ulton was founded in 2000.
Where is Ulton located?
Ulton is headquartered in Australia.
What does Ulton do?
Ulton is a chartered accounting and wealth management firm based in Queensland, Australia, assisting small to medium-sized businesses and individuals with financial services. It delivers advisory on tax, strategic planning, and auditing through expert teams. The firm focuses on managing cash flow, business growth, and wealth protection via personalized strategies. Clients include startups and established companies seeking practical, profit-driven advice.
Who are the top competitors of Ulton?
Ulton's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Ulton offer?
Ulton offers Tax Advisory, Wealth Management, Forensic Accounting, and CFO Services.