What Automic Group does

Automic Group is an Australian-headquartered investor administration platform serving ASX-listed companies, unlisted entities, and fund managers across Australia and New Zealand. Founded in 2014, the company operates a 100% cloud-native, single-data-layer technology platform (Invana) that consolidates share registry, employee share plans, fund registry, and fund administration onto one integrated workflow engine, complemented by a suite of professional services covering company secretarial, ESG advisory, investor and media relations (including acquired Market Eye), finance, capital markets, AGM management, board management, and IPO solutions. Data is hosted in Australian AWS data centres, with ISO 27001, ISO 9001, and industry-first ISO 37301 certifications and Climate Active carbon-neutral certification.

The company is the #1 share registry provider in Australia by IPOs (65% of all 2024 IPOs) and by listed transitions (41% in FY24), serving 750+ ASX-listed clients and 1,400+ total clients across corporates (60% of revenue) and fund managers (40%). Distribution is exclusively direct enterprise sales with dedicated senior hires (Chief Growth Officer, Head of Strategic Clients) targeting the ASX200 segment, supported by self-service issuer and investor portals. Revenue is largely recurring subscription-based across the four platform product lines (Company Registry, Employee Share Plans, Fund Registry, Fund Administration), with professional services delivered as integrated or standalone engagements on quote-based annual contracts.

In December 2025, Advent International acquired Automic for AUD 725 million (USD 471 million), taking out Five V Capital's minority stake and appointing a new executive bench (CFO Stacey Kelly, CPO Simone Shugg) and three independent directors under Non-executive Chairperson Maxine Brenner. Advent's stated thesis is international expansion beyond Australia and New Zealand and material investment in technology and AI — positioning Automic for inorganic and organic growth across adjacent investor administration and fund services markets.

Name

Automic Group

Legal name

Automic Pty Ltd

Website

https://automicgroup.com.au

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

251–500 employees

Short description

Automic Group is an Australian cloud-native investor administration platform providing integrated share registry, employee share plans, fund registry, fund administration, and professional services to 1,400+ ASX-listed, unlisted, and fund manager clients across Australia and New Zealand.

Ownership category

akta.pro rank

Product category

Investor Administration Services

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Compliance, GRC Workflow & Audit Automation Platforms (HDAEAHAL)

akta.pro secondary industry

IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)

Keywords

• Share registry services
• Fund administration
• Employee share plans
• Company secretarial
• Investor relations advisory

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Share Registry Services: Cloud-based share/unit registry services for ASX-listed companies and unlisted entities. Provides real-time reporting, automation, and data accuracy. Revenue is generated through service contracts with listed and unlisted corporate clients.
2. Employee Share Plan Administration: Management of employee share plans including ESP tax reporting, plan administration, and trust management. Supports corporate clients in retaining and engaging employees through equity incentives.
3. Fund Registry: Registry services for managed funds, unit trusts, and investment products. Supports fund managers with real-time reporting and transaction handling.
4. Fund Administration: Back-office and middle-office fund administration including NAV calculations, investor transactions, tax calculations, financial statements, and compliance reporting. Has grown fund administration segment by average of 50% per year since 2021.
5. Professional Services (Company Secretarial, ESG, IR, Finance): Outsourced professional services including Company Secretarial, ESG Advisory, Investor Relations, Finance/Accounting, Capital Markets/Corporate Actions, and Board Management. Delivered as integrated or standalone offerings.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Automic Group operates a 100% cloud-native investor administration platform combining share registry, employee share plans, fund registry, and fund administration services with professional services including company secretarial, ESG advisory, investor relations, finance, capital markets, AGM management, and board management. The proprietary Invana platform connects registry and fund admin workflows in a single data environment, delivering real-time reporting, automation, and integrated compliance. The platform serves over 1,400 ASX-listed companies, unlisted entities, and fund managers across Australia and New Zealand, and is the only single integrated platform combining registry, ESP, fund administration, and professional services on one cloud-native infrastructure.

Product overview

Automic Group is a cloud-native investor administration platform offering a single integrated solution combining registry services, professional services, and fund administration. The core product portfolio consists of Company Registry, Employee Share Plans (ESP), Fund Registry, and Fund Administration—all powered by the proprietary Invana Platform that connects registry and fund admin workflows in a single data environment. Complementing the technology platform is a suite of professional services including Company Secretarial, ESG Advisory, Investor and Media Relations (including Market Eye's capabilities post-acquisition), Finance Practice, Capital Markets, AGM Services, Board Management, Shareholder Reunification, IPO Solutions, and OFX Payments. The company positions itself as the only single platform for registry, employee share plans, and professional services, serving over 1,400 ASX-listed and unlisted entities.

Differentiator

Problem solved

Functional benefit

Products and services

• Company Registry Cloud-native share registry platform providing real-time reporting, automation, and improved data accuracy for ASX-listed companies and unlisted entities. Manages shareholder holdings, dividend payments, corporate actions, and ASIC compliance.
• Employee Share Plans (ESP) Integrated share plan technology with expert team support, enabling companies to manage equity compensation and employee ownership programs including ESP tax reporting, plan administration, and trust management.
• Fund Registry Cloud-native fund registry platform providing automation and real-time reporting for seamless transaction handling, ownership tracking, and unit registry for managed funds, unit trusts, and investment products.
• Fund Administration Back-office and middle-office fund administration services including accounting, NAV calculations, unit registry, capital calls, tax calculations, financial statements, and regulatory compliance for investment funds.
• Company Secretarial Services Outsourced company secretarial solutions with specialist support in ASX listing rules and ASIC compliance for listed and unlisted companies.
• ESG Advisory Corporate ESG, sustainability, and climate services including greenhouse gas assessments, carbon neutral certifications, emissions reduction plans, and ESG strategy advisory.
• Investor and Media Relations Investor relations solutions with market intelligence tools, advanced analytics, and real-time holding information for ASX-listed companies, supported by Market Eye's IR advisory capabilities post-acquisition.
• Finance Practice Accounting and finance services supporting business requirements with compliance adherence and operational efficiency for listed and unlisted clients.
• Capital Markets (Corporate Actions) Management of major corporate actions including capital raises, mergers, demergers, divestments, and listed transitions for ASX-listed companies.
• AGM Services End-to-end AGM management solution for streaming, voting, and Q&A handling with instant voting results, from notice management to meeting delivery.
• Board Management Secure, integrated portal for centralised board documentation enabling seamless collaboration, secure access to board papers, and improved governance for listed company boards.
• Shareholder Reunification Service Service to locate and re-engage lost shareholders, reducing security risks, supporting fraud prevention, and ensuring compliance with updated Corporations Act requirements.
• IPO Solutions Market-leading IPO services trusted by 65% of IPOs in 2024, ensuring seamless and successful IPO processes including pre-IPO planning, listing support, and post-listing registry management.
• Market Eye (Investor Relations Advisory) Investor relations advisory practice providing equity capital markets advice, shareholder ownership and voting analytics, strategic media and communications, and market intelligence tools for ASX-listed companies.

Quantifiable outcome

• 65% of all IPOs in 2024 managed by Automic, up from 47% in 2021
• +5 more outcomes

Named customers20 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

Two partnerships are on record, tiered core technology partner and core client partnership.

• BronIDcore technology partnerTechnology or Integration · 1 December 2025BronID is Automic's technology partner for implementing AML/CTF reform compliance. Automic is working closely with BronID, with technical teams focused on delivering a smooth transition to new Initial Customer Due Diligence (ICDD) procedures under Australia's AML/CTF reform regime. BronID has published a summary of the identity verification changes relevant to the reforms. This is a critical operational partnership for regulatory compliance.
• Wingatecore client partnershipStrategic or Co-development Partner · 15 February 2023Wingate, a leading alternative investment management business focused on property private debt, mid-market corporate debt, and direct property investments, partnered with Automic to provide registry services for their full suite of co-investment products. Automic's platform offers Wingate's co-investors a simple and secure way to manage investment portfolios, apply for new opportunities, submit applications, and view reports and statements.

Scale indicators10 records

Recent moves8 records

Expansion highlights7 records

Broad incumbents

• Computershare: Global leader in share registry, employee share plans, and investor services. The dominant incumbent Automic is displacing in the Australian market; directly comparable in core share registry and ESP offerings, but with a legacy technology stack and a much broader global footprint.
• TMF Group: Global provider of corporate secretarial, accounting, fund administration, and ESG services. Comparable to Automic's professional services portfolio (Company Secretarial, ESG Advisory, Finance Practice), particularly relevant for cross-border and international expansion benchmarking.
• SS&C Technologies: Global financial services software and services company with fund administration, transfer agency, and investor services capabilities. Comparable to Automic in fund admin and registry-adjacent services, but operates at much larger scale across multiple segments.
• Apex Group: Global fund administration and financial services provider. Directly comparable in fund administration services; a much larger, PE-backed incumbent that competes for asset-manager clients and recently acquired Mainstream Group (Automic CFO's prior employer).
• MUFG Investor Services: Global asset servicing arm of Mitsubishi UFJ, including the former Link Market Services in ANZ. Directly comparable in share registry, fund administration, and issuer services, with significant scale advantages and global reach.

Regional players

• Tricor Group: APAC-headquartered provider of corporate services, share registry, and investor administration. Comparable in registry and company secretarial services across Asia-Pacific; relevant peer for Automic's stated international expansion plans beyond ANZ.

Direct peers

• Mainstream Group: Fund administration and superannuation services provider in Australia and globally, acquired by Apex Group in 2024. Direct competitor in Australian fund administration serving the same asset-manager client base as Automic's fund registry business.
• Boardroom Limited: ASX-listed corporate services and share registry provider in Australia and Asia. Directly comparable in company secretarial, registry, and listed-company services, with similar target customers among ASX-listed companies.
• Link Market Services (MUFG Investor Services): Major Australian share registry provider, now part of Mitsubishi UFJ Investor Services. The closest direct competitor in the ANZ registry market, serving ASX-listed companies with similar share registry, IPO, and meeting management services.

Emerging players

• Carta: Global cap table management, equity administration, and fund administration platform. Comparable in employee share plans, fund administration, and private-company registry services — particularly relevant for Automic's growing unlisted segment and ESP offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-automic-group
• Xx.com/AutomicRS

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Automic Group