VisiPlan Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

VisiPlan General Information

Description

Provider of SaaS based financial advisory services. The company's financial services include wealth management and asset management services, enabling its clients to get wealth management guide and services through its software.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • L 18 385 Bourke Street
  • Melbourne, Victoria 3000
  • Australia
Primary Industry
Other Financial Services
Other Industries
Financial Software
Acquirer
Vertical(s)
Corporate Office
  • L 18 385 Bourke Street
  • Melbourne, Victoria 3000
  • Australia

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VisiPlan Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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VisiPlan Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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VisiPlan FAQs

  • When was VisiPlan founded?

    VisiPlan was founded in 1996.

  • Where is VisiPlan headquartered?

    VisiPlan is headquartered in Melbourne, Australia.

  • What industry is VisiPlan in?

    VisiPlan’s primary industry is Other Financial Services.

  • Is VisiPlan a private or public company?

    VisiPlan is a Private company.

  • What is the current valuation of VisiPlan?

    The current valuation of VisiPlan is .

  • What is VisiPlan’s current revenue?

    The current revenue for VisiPlan is .

  • Who are VisiPlan’s investors?

    IWL Australia has invested in VisiPlan.

  • When was VisiPlan acquired?

    VisiPlan was acquired on 04-Jun-2007.

  • Who acquired VisiPlan?

    VisiPlan was acquired by Iress.

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