Agentia

Finance · Australia · 1-10 Employees

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Overview

Headquarters

119 Logan Rd, Woolloongabba, Queensland,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Agentia

Agentia is a provider of customized managed account-based solutions aimed at financial advisers, licensed accountants, and self-managed super fund specialists. Their offerings include a range of investment options such as Separately Managed Accounts (SMAs), Exchange Traded Funds (ETFs), and direct shares, all managed by a team of qualified investment analysts. Agentia's solutions are designed to enhance efficiency in financial practices while ensuring compliance and reducing administrative burdens. They provide clients with low-cost, professionally managed investment portfolios that are easily accessible and tailored to individual risk profiles.Explore more
Agentia's Social MediaPopular SearchesAgentiaAgentia Managed AccountsAgentia SMAAgentia| SMASIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Agentia

<$5M
1-10
Private
-
2011
N/A
$8.2M
11-50
Private
-
2014
PP
Patricia PerezAssociate Director, Managed Accounts
$6.1M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1995
JM
Jill MayClient Relations Head
<$5M
1-10
Private
-
2001
N/A
<$5M
11-50
Private
-
2017
Thomas Schubert, Co-Founder & Chief Executive Officer at Drummond Capital Partners
Thomas SchubertCo-Founder & CEO
<$5M
1-10
Private
-
2008
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Agentia is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Agentia is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Agentia.

Agentia Tech Stack

A closer look at the technologies used by Agentia

Top Finance Companies

Frequently Asked Questions Regarding Agentia

What is Agentia's official website?
Agentia's official website is www.agentia.com.au
What is Agentia's Revenue?
Agentia's revenue is <$5 Million
What is Agentia's SIC code?
Agentia's SIC: 62,628
What is Agentia's NAICS code?
Agentia's NAICS: 52,523
How many employees does Agentia have?
Agentia has 1-10 employees
What industry does Agentia belong to?
Agentia is in the industry of: Finance, Securities Trading
What is Agentia competition?
Agentia top competitors include: InvestSense, Private Portfolio Managers, Ventura Investment Management, Infinitas Asset Management
What technology does Agentia use?
Some of the popular technologies that Agentia uses are: WooCommerce, WordPress.org, PHP, Eploy
What does Agentia do?

Agentia is a provider of customized managed account-based solutions aimed at financial advisers, licensed accountants, and self-managed super fund specialists. Their offerings include a range of investment options such as Separately Managed Accounts (SMAs), Exchange Traded Funds (ETFs), and direct shares, all managed by a team of qualified investme... nt analysts. Agentia's solutions are designed to enhance efficiency in financial practices while ensuring compliance and reducing administrative burdens. They provide clients with low-cost, professionally managed investment portfolios that are easily accessible and tailored to individual risk profiles.Read More

What are Agentia social media links?
Agentia Linkedin page
Is Agentia a public company?
Agentia is private company therefore does not currently have an official ticker symbol
See more information about Agentia

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