Fitzpatricks Advice Partners Overview
- Year Founded
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1987
- Status
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Private
- Employees
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93
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
- Investments
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2
Fitzpatricks Advice Partners General Information
Description
Provider of advisory and wealth management services intended for business owners and leaders, successful individuals, wealthy families, and charitable foundations. The company offers estate planning, investment management, business succession planning, and risk management, enabling clients to preserve wealth, optimize financial strategies, and navigate complex financial landscapes.
Contact Information
Website
www.fitz.com.auCorporate Office
- Level 9, 10 Spring Street
- Sydney, New South Wales 2000
- Australia
Corporate Office
- Level 9, 10 Spring Street
- Sydney, New South Wales 2000
- Australia
Fitzpatricks Advice Partners Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Fitzpatricks Advice Partners Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Fitzpatricks Advice Partners Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Fitzpatricks Advice Partners Investments (2)
Fitzpatricks Advice Partners’s most recent deal was a Later Stage VC with Cashrewards for . The deal was made on 24-Aug-2020.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Cashrewards | 24-Aug-2020 | Later Stage VC | Media and Information Services (B2B) | ||
| Retirement Victoria | 01-Sep-2017 | Buyout/LBO | Other Financial Services |
Fitzpatricks Advice Partners Exits (1)
Fitzpatricks Advice Partners’s most recent exit was on 24-Aug-2020 from Cashrewards. The exit was categorized as with 3 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Cashrewards | 24-Aug-2020 | Completed |
|
Fitzpatricks Advice Partners FAQs
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When was Fitzpatricks Advice Partners founded?
Fitzpatricks Advice Partners was founded in 1987.
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Where is Fitzpatricks Advice Partners headquartered?
Fitzpatricks Advice Partners is headquartered in Sydney, Australia.
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What is the size of Fitzpatricks Advice Partners?
Fitzpatricks Advice Partners has 93 total employees.
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What industry is Fitzpatricks Advice Partners in?
Fitzpatricks Advice Partners’s primary industry is Asset Management.
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Is Fitzpatricks Advice Partners a private or public company?
Fitzpatricks Advice Partners is a Private company.
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What is Fitzpatricks Advice Partners’s current revenue?
The current revenue for Fitzpatricks Advice Partners is .
-
Who are Fitzpatricks Advice Partners’s investors?
Quadrant Private Equity and Yorkway Private have invested in Fitzpatricks Advice Partners.
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