Seneca Financial Solutions

Finance · Australia · 1-10 Employees

View Company Info for Free

Overview

Headquarters

125 Flinders Ln L 4, Melbourne, Victoria...

Phone Number

+61 386391600

Revenue

<$5 Million

Industry

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

About Seneca Financial Solutions

Seneca Financial Solutions is an Australian investment and wealth management firm based in Melbourne, specializing in private, high net worth, and family wealth management. The company offers personalized financial planning, investment strategies, and advisory services tailored to the unique needs of its clients, which include high-net-worth individuals, family offices, and business owners. With a commitment to transparency and a founder-led team, Seneca manages over A$300 million in assets, focusing on long-term capital growth through disciplined investment practices. Their boutique structure allows for exceptional service standards and a deep understanding of each client's financial circumstances.Explore more
Seneca Financial Solutions's Social MediaPopular SearchesSeneca Financial SolutionsSenecaSeneca Financial Solutions Pty LtdSeneca's weekly market commentarySIC Code 62,628NAICS Code 52,523Show more

Seneca Financial Solutions Org Chart

PhoneEmail
LD
Australia flag for contact location.

Manager, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Seneca Financial Solutions your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Seneca Financial Solutions

Compare insights from companies similar to Seneca Financial Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Seneca Financial Solution...

<$5M
1-10
Private
-
2017
LD
Larissa Da SilvaManager, Operations
$6.6M
11-50
Private
-
2010
JL
Judit LawHead of Advice & Services Professional
$5.7M
11-50
Private
-
2010
<$5M
11-50
Private
-
1991
ZL
Zhanhua LiaoAssistant Branch Manager
<$5M
11-50
Private
-
2003
NL
Nigel LewisManaging Director & CEO
<$5M
11-50
Private
-
2017
Thomas Schubert, Co-Founder & Chief Executive Officer at Drummond Capital Partners
Thomas SchubertCo-Founder & CEO
<$5M
1-10
Private
-
2012
Anthony Picone, Founder & Director at Steward Wealth
Anthony PiconeFounder & Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Seneca Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Seneca Financial Solutions Tech Stack

A closer look at the technologies used by Seneca Financial Solutions

Most Recent Scoops

Event
Person-Based
Ben Richards, Portfolio Manager, Co, appeared on a podcast called "Money of Mine" on 12/09/2025. Topics discussed include Commodities, Investing, Market Predictions.
Events, Podcast
Event
Person-Based
Ben Richards, Portfolio Manager, Co, appeared on a podcast called "Money of Mine" on 10/10/2025. Topics discussed include Gold, Mining Stocks, Resource Market.
Events, Podcast
Event
Person-Based
Ben Richards, Investment Analyst, appeared on a podcast called "Australian Investors Podcast" on 06/16/2025. Topics discussed include Index funds, small cap investing, active management.
Events, Podcast
Event
Person-Based
Ben Richards, Investment Analyst, appeared on a podcast called "Australian Investors Podcast" on 05/28/2025. Topics discussed include Small cap investing, profitability inflection points.
Events, Podcast
Event
Person-Based
Events, Podcast
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Seneca Financial Solutions

What is Seneca Financial Solutions's official website?
Seneca Financial Solutions's official website is www.senecafs.com.au
What is Seneca Financial Solutions's Revenue?
Seneca Financial Solutions's revenue is <$5 Million
What is Seneca Financial Solutions's SIC code?
Seneca Financial Solutions's SIC: 62,628
What is Seneca Financial Solutions's NAICS code?
Seneca Financial Solutions's NAICS: 52,523
How many employees does Seneca Financial Solutions have?
Seneca Financial Solutions has 1-10 employees
What industry does Seneca Financial Solutions belong to?
Seneca Financial Solutions is in the industry of: Finance, Securities Trading
What is Seneca Financial Solutions competition?
Seneca Financial Solutions top competitors include: GF Securities, Alder and Partners, Markiewicz, ROSE OAK Investments
What technology does Seneca Financial Solutions use?
Some of the popular technologies that Seneca Financial Solutions uses are: reCAPTCHA, Google Cloud Web Serving, Google Cloud Platform, Microsoft Dynamics CRM
How do I contact Seneca Financial Solutions?
Seneca Financial Solutions contact info: Phone number: +61 386391600 Website: www.senecafs.com.au
What does Seneca Financial Solutions do?

Seneca Financial Solutions is an Australian investment and wealth management firm based in Melbourne, specializing in private, high net worth, and family wealth management. The company offers personalized financial planning, investment strategies, and advisory services tailored to the unique needs of its clients, which include high-net-worth indivi... duals, family offices, and business owners. With a commitment to transparency and a founder-led team, Seneca manages over A$300 million in assets, focusing on long-term capital growth through disciplined investment practices. Their boutique structure allows for exceptional service standards and a deep understanding of each client's financial circumstances.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.