Wilson Asset Management

Sydney, Australia Founded: 1997 • Age: 29 yrs
Diversified investment management services are provided to clients in Australia.
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About Wilson Asset Management

Wilson Asset Management is a company based in Sydney (Australia) founded in 1997.. Wilson Asset Management has completed 2 acquisitions, including Amaysim and QV Equities. Wilson Asset Management offers products and services including WAM Capital, WAM Leaders, WAM Global, and WAM Microcap. Wilson Asset Management operates in a competitive market with competitors including Investec, FNZ, Bank of America, S&P Global and Goldman Sachs, among others.

  • Headquarter Sydney, Australia
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Wam Microcap Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $11.01 M (USD)
    21.27
    as on Jun 30, 2025
  • Net Profit
    $4.9 M (USD)
    -10.63
    as on Jun 30, 2025
  • EBITDA
    $6.91 M (USD)
    -10.04
    as on Jun 30, 2025
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
    Amaysim

    & 1 more

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IPO & Listings of Wilson Asset Management

Wilson Asset Management is a publicly listed company on the ASX with ticker symbol WAM 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.

Exchange: ASX · Ticker: WAM . Sector: Finance · Australia

Products & Services of Wilson Asset Management

Wilson Asset Management offers a comprehensive portfolio of products and services, including WAM Capital, WAM Leaders, WAM Global, and WAM Microcap. 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 exposure to undervalued growth companies on the ASX

Focuses on large-cap companies with strong fundamentals

Offers access to undervalued international growth companies

Invests in micro-cap growth companies under $300 million market cap

People of Wilson Asset Management
Headcount 10-50
Employee Profiles 21
Employee Profiles
People
Alexandra Hopper Irwin
Senior Manager, Corporate Affairs And Marketing
People
Alice Masson
Executive Assistant And Investment Team Assistant
People
Kim Heng
Chief Operating Officer
People
Hannah Eckhardt
Team Assistant

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Funding Insights of Wilson Asset Management

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 Wilson Asset Management

Wilson Asset Management has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Amaysim and QV Equities. 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.

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
Acquisitions
Company Name Description Domain Location Founded Year Amount
Mobile phone services are provided by Amaysim in Australia.
2010
Diversified investment management firm
1998
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Wilson Asset Management

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

Wilson Asset Management Comparisons

Employees
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Competitors of Wilson Asset Management

Wilson Asset Management 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, Bank of America, S&P Global and Goldman Sachs, 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
Commercial banking and asset management services are offered worldwide.
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Investment banking services are delivered across multiple financial sectors.
domain founded_year HQ Location
Software suites for banks and financial institutions are provided.
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 Wilson Asset Management

Frequently Asked Questions about Wilson Asset Management

When was Wilson Asset Management founded?

Wilson Asset Management was founded in 1997.

Where is Wilson Asset Management located?

Wilson Asset Management is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.

What is the annual revenue of Wilson Asset Management?

Annual revenue of Wilson Asset Management is $11.01M as on Jun 30, 2025.

What does Wilson Asset Management do?

Wilson Asset Management was established in 1997 and is headquartered in Sydney, Australia. Operations focus on the financial services sector, where diversified investment strategies are managed across multiple asset classes. Portfolio management and advisory services are offered to institutional and individual investors. The firm maintains its primary activities within Australia, with online presence via wilsonassetmanagement.com.au. Geographic emphasis remains on domestic markets, supporting long-term asset growth through structured approaches.

Who are the top competitors of Wilson Asset Management?

Wilson Asset Management's top competitors include Investec, Goldman Sachs and S&P Global.

What products or services does Wilson Asset Management offer?

Wilson Asset Management offers WAM Capital, WAM Leaders, WAM Global, and WAM Microcap.

Is Wilson Asset Management publicly traded?

Yes, Wilson Asset Management is publicly traded on ASX under the ticker symbol WAM.

How many acquisitions has Wilson Asset Management made?

Wilson Asset Management has made 2 acquisitions, including Amaysim, and QV Equities.

What is Wilson Asset Management's ticker symbol?

The ticker symbol of Wilson Asset Management is WAM on ASX.

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