Strategy Steps Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Strategy Steps General Information


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
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Other Industries
Social/Platform Software
Consulting Services (B2B)
Primary Office
  • P.O. Box 269
  • Avalon Beach, New South Wales 2107
  • Australia

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Strategy Steps Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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