What Evans Dixon Group does

Evans Dixon Group (ASX: ED1; legal entity Evans and Partners) is an Australian-owned, ASX-listed diversified financial services firm headquartered in North Sydney, with 251-500 employees operating from offices in Sydney, Melbourne, Brisbane, Canberra, Adelaide, and Hong Kong. The group operates a dual-engine platform: Evans and Partners Wealth Management, which delivers investment advice, strategic financial planning, SMSF accounting, responsible investing, not-for-profit advisory, and philanthropy services to HNW individuals, families, SMSF trustees, and NFP organisations; and E&P Capital, which provides corporate advisory, M&A and capital markets execution, institutional equities sales and trading, fixed income, and equity research to corporate and institutional clients. A third division, E&P Funds, extends the offering into managed fund products under a dedicated CEO.

Revenue is generated through a mix of recurring advisory and SMSF accounting fees, professional-services fees on corporate advisory mandates, and transaction-based institutional equities and fixed interest flow. The firm is relationship-driven, acquiring clients primarily through referrals and a Find-an-Adviser tool, and delivers service through three purpose-built client portals (Evans and Partners Client Portal, E&P SMSF Accounting Portal, E&P Philanthropy Portal) backed by a Chief Investment Office that produces proprietary research, an Insights newsletter, and the Words on Wealth podcast. The technology stack is conventional for a wealth management business — client portals and content platforms — with no disclosed proprietary AI, API, or platform technology, and the firm's competitive position rests on adviser talent, multi-city distribution, and integrated wealth-and-capital-markets cross-sell rather than technology differentiation.

Name

Evans Dixon Group

Legal name

Evans and Partners

Website

https://evansdixon.com.au

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

251–500 employees

Short description

Evans Dixon Group (ASX: ED1) is an Australian-owned diversified financial services firm offering wealth management, SMSF accounting, corporate advisory, institutional equities, fixed income, and research to HNW individuals, families, SMSF trustees, not-for-profits, and corporate/institutional clients across Australia and Asia.

Ownership category

akta.pro rank

Product category

Wealth Management and Capital Markets

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

akta.pro secondary industries

Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Wealth management services
• Corporate advisory
• Capital markets
• Investment research
• SMSF accounting

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Ongoing advisory fees for investment advice, strategic financial planning, and portfolio management services provided to individuals, families, and SMSF clients.
2. SMSF Accounting Services: Professional accounting services for self-managed super fund clients, including compliance and reporting.
3. Corporate Advisory & Capital Markets: Corporate advisory services including transactions, M&A advisory, and capital markets guidance for corporate and institutional clients.
4. Institutional Equities & Fixed Interest: Institutional sales and trading services, equity research, and fixed income solutions for institutional investors.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Evans Dixon Group, operating through its subsidiary Evans and Partners (E&P), provides wealth management and capital markets services. The wealth management division delivers investment advice, strategic financial planning, SMSF accounting, philanthropy, and estate planning to individuals, families, SMSF trustees, and not-for-profit organisations. E&P Capital provides corporate advisory, institutional equities, fixed interest trading, and equity research to corporate and institutional clients.

Product overview

E&P (Evans and Partners) is an Australian-owned financial services firm offering a comprehensive wealth management and capital markets platform. The core offering consists of Evans and Partners Wealth Management providing investment advice, strategic financial advice, SMSF accounting, responsible investing, not-for-profit advice, and philanthropy services to individuals, families, and organisations. E&P Capital provides corporate advisory and capital markets services, institutional equities and fixed interest trading, and equities research. The firm operates client-facing portals including the Evans and Partners Client Portal, E&P SMSF Accounting Portal, and E&P Philanthropy Portal, which serve as the primary digital interfaces for different client segments. The overall architecture is a platform-plus-portals model where the wealth management and capital markets divisions share research, investment expertise, and client service infrastructure while maintaining distinct product lines.

Differentiator

Problem solved

Functional benefit

Brands

• E&P Capital: Corporate Advisory & Capital Markets division providing corporate advisory, institutional equities, fixed interest, and research services.
• E&P SMSF Accounting Portal
• E&P Philanthropy Portal
• Evans and Partners Client Portal

Products and services

• Investment Advice Personalised investment advice for building long-term wealth, part of the Evans and Partners Wealth Management offering for individuals and families.
• Strategic Financial Advice Advice that provides clarity around client goals and engages appropriate strategies to achieve them, including retirement planning, intergenerational wealth transfer, and life event planning.
• SMSF Accounting Services Professional accounting services for self-managed super funds covering compliance, reporting, tax, and audit requirements, accessible via the E&P SMSF Accounting Portal.
• Not-for-Profit Advice Specialised advice supporting not-for-profit organisations in achieving their vision and financial objectives, including investment governance and philanthropic strategy.
• Responsible Investing Investment services aligning client portfolios with environmental, social, and governance values, delivered through the Chief Investment Office.
• Estate Planning and Legal Services Services helping clients plan the transfer of wealth and manage legal aspects of estate planning.
• Family Investment Office Comprehensive wealth management services for families and family investment offices, supporting intergenerational wealth transfer.
• Philanthropy Services Services supporting clients with philanthropic and impact investing goals, accessible via the E&P Philanthropy Portal.
• Corporate Advisory Corporate advisory and capital markets services providing advice on transactions, M&A, and capital markets execution for corporate clients.
• Institutional Equities and Fixed Interest Data, insights and trading services for institutional investors including equities sales, fixed income solutions, and research.
• Equities Research Research insights developed through years of market experience, covering various sectors and asset classes including small caps, energy, healthcare, consumer, and media.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights6 records

Direct peers

• Perpetual Limited: Australian wealth and asset manager offering private wealth advice, investment management, corporate trust and trustee services. Comparable in wealth management and institutional investment capabilities.
• Shaw and Partners: Australian wealth advisory and stockbroking firm combining private wealth, institutional sales/trading, corporate advisory and research. Highly comparable integrated model targeting HNW individuals and corporates across Australia.
• Insignia Financial (formerly IOOF): Large Australian wealth management platform offering investment, superannuation, SMSF, advice and asset management services to retail and HNW clients. Comparable on wealth and SMSF service lines, though at significantly larger scale.
• Morgans Financial: Australian full-service stockbroking and wealth advisory firm offering private wealth management, institutional dealing, corporate advisory and research with a multi-state branch network. Comparable scale and integrated service offering to E&P.
• Canaccord Genuity Australia: Australia arm of a global mid-market investment bank offering capital markets, corporate advisory, equities research and wealth management. Directly comparable on corporate advisory and institutional equities services.
• Bell Potter Securities: Australian retail and institutional wealth advisory with private wealth management, corporate advisory and research capabilities. Directly comparable on product mix and target HNW client segment.
• Ord Minnett: Australian-owned, mid-sized full-service wealth advisory and capital markets firm offering private wealth management, institutional equities and fixed interest, corporate advisory and research. Closely comparable business model to E&P across both wealth and capital markets divisions.
• Wilsons Advisory and Stockbroking: Australian independent wealth advisory and institutional firm offering private wealth, corporate advisory and research. Similar independent positioning and integrated model to E&P.

Broad incumbents

• Macquarie Group (Macquarie Asset Management / Private Wealth): Australia's largest independent investment bank with substantial wealth management and asset management operations. Overlaps with E&P across wealth advisory, institutional equities and fixed income, but operates at far greater scale and breadth.

Emerging players

• Cannae Partners / Crestone Wealth Management: Independent Australian wealth advisory firm focused on ultra-high-net-worth and family office clients. Comparable on HNW advisory and family office service offering, though narrower in capital markets scope than E&P.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Evans Dixon Group