Strategy Steps Overview

  • Founded
  • 2008
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Strategy Steps General Information

Description

Provider of financial planning and consulting services. The company engages in offering service related to financial planning, financial advice and professional consulting services through its online strategic advice platform called Desk Caddie. It also offers legislative consulting services and portfolio construction for its clients.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Consulting Services (B2B)
Social/Platform Software
Parent Company
Knowit
Primary Office
  • P.O. Box 269
  • Avalon Beach, New South Wales 2107
  • Australia
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Strategy Steps Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Strategy Steps‘s full profile, request access.

Request a free trial

Strategy Steps Executive Team (2)

Name Title Board Seat Contact Info
Assyat David Co-Founder & Strategic Advisor
Louise Biti Co-Founder & Strategic Advisor
To view Strategy Steps’s complete executive team members history, request access »