Briefcase
Finance · Australia · 1-10 Employees
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Overview
Headquarters
383 George St, Sydney, New South Wales, ...Website
www.briefcase.auRevenue
<$5 MillionIndustry
About Briefcase
Briefcase offers innovative portfolio solutions by integrating institutional-grade investment management with advanced technology. The company partners with leading advice firms and family offices to provide personalized and efficient investment portfolios. Their services include pioneering Direct Indexing technology and diversified multi-asset model portfolios, tailored to meet the unique needs of each client. Briefcase's mission is to ensure that all investors have access to customized, tax-aware, and values-aligned portfolios at a low cost.Explore more
Briefcase Org Chart
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Briefcase offers innovative portfolio solutions by integrating institutional-grade investment management with advanced technology. The company partners with leading advice firms and family offices to provide personalized and efficient investment portfolios. Their services include pioneering Direct Indexing technology and diversified multi-asset mod... Read More
