Sunbird Portfolios

Finance · Australia · 1-10 Employees

View Company Info for Free

Overview

Headquarters

530 Little Collins St, Melbourne, Victor...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sunbird Portfolios

Sunbird Portfolios is a listed portfolio specialist catering specifically to financial advisers by offering a variety of Australian Equity and ETF portfolios. They provide low-cost consulting packages and managed account solutions, focusing on delivering quality and value through a comprehensive investment philosophy developed over 18 years. The firm's experienced team includes senior professionals from research houses, brokers, and fund managers, ensuring independent and conflict-free portfolio guidance. With over 140 financial advisers and more than $8 billion in funds under advice, Sunbird has established a strong track record in the wealth management sector.Explore more
Sunbird Portfolios's Social MediaPopular SearchesSunbird PortfoliosSIC Code 62,628NAICS Code 52,523Show more

Sunbird Portfolios Org Chart

PhoneEmail
CY
Australia flag for contact location.

Equities Analyst

PhoneEmail

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

Is Sunbird Portfolios 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 Sunbird Portfolios

Compare insights from companies similar to Sunbird Portfolios, 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

Sunbird Portfolios

<$5M
1-10
Private
-
2017
CY
Chris YatesEquities Analyst
<$5M
11-50
Private
-
-
RS
Rebecca SoansClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1995
JS
Joe StephanFinancial Advisor
<$5M
1-10
Private
-
2019
AJ
Aynsley JamiesonDirector, Financial Services & Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sunbird Portfolios Tech Stack

A closer look at the technologies used by Sunbird Portfolios

Top Finance Companies

Frequently Asked Questions Regarding Sunbird Portfolios

What is Sunbird Portfolios's official website?
Sunbird Portfolios's official website is www.sunbirdportfolios.com.au
What is Sunbird Portfolios's Revenue?
Sunbird Portfolios's revenue is <$5 Million
What is Sunbird Portfolios's SIC code?
Sunbird Portfolios's SIC: 62,628
What is Sunbird Portfolios's NAICS code?
Sunbird Portfolios's NAICS: 52,523
How many employees does Sunbird Portfolios have?
Sunbird Portfolios has 1-10 employees
What industry does Sunbird Portfolios belong to?
Sunbird Portfolios is in the industry of: Finance, Securities Trading
What is Sunbird Portfolios competition?
Sunbird Portfolios top competitors include: Stephan Independent Advisory, Trigona Financial, Profectus Financial Partners, Pillar Wealth Advisers
What technology does Sunbird Portfolios use?
Some of the popular technologies that Sunbird Portfolios uses are: Sentry, WixStores, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
What does Sunbird Portfolios do?

Sunbird Portfolios is a listed portfolio specialist catering specifically to financial advisers by offering a variety of Australian Equity and ETF portfolios. They provide low-cost consulting packages and managed account solutions, focusing on delivering quality and value through a comprehensive investment philosophy developed over 18 years. The fi... rm's experienced team includes senior professionals from research houses, brokers, and fund managers, ensuring independent and conflict-free portfolio guidance. With over 140 financial advisers and more than $8 billion in funds under advice, Sunbird has established a strong track record in the wealth management sector.Read More

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

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.