Viridian Financial Group
Viridian Financial Group is a Melbourne-based, privately held Australian financial services group operating across financial advice (Viridian Advisory), investment management (Infinity Capital Solutions), mortgage broking (Smart Move Home Loans), and digital solutions, with over 450 professionals serving individual Australians, advice firms, and ultra high-net-worth families.
- Company typePrivate
- Founded2015
- HeadquartersMelbourne, Australia
- Headcount251–500
- GTM typeB2B and B2C
- OfferingServices
What Viridian Financial Group does
Viridian Financial Group is an Australian private financial services group headquartered in Melbourne, founded in 2015 by Glenn Calder alongside co-founders Brett Arnol and Michael Ehrentraut. The group operates four core divisions: financial advice through Viridian Advisory (and sub-brands Viridian Private Wealth and Enlighted Financial Solutions), investment management through Infinity Capital Solutions and its asset management and portfolio management arms, lending and mortgage broking through Smart Move Home Loans (one of Australia's largest independent mortgage broking groups) and Infinity Capital Finance, and digital solutions. Across these divisions the group employs over 450 professionals serving individual Australians, advice firms seeking aggregation and licensing support, and ultra high-net-worth families nationally.
The group is built on a multi-brand, sales-led go-to-market model with revenue generated through professional advisory fees, managed investment service fees, transaction-based mortgage broking commissions, and digital platform subscriptions. Pricing is quote-based and tailored to client engagements, with annual billing cadence for personalised services. Technology infrastructure is characterised by secure data management systems certified to ISO/IEC 27001-2013, and the group operates offshore operations centres in Kathmandu and Manila to support cost-efficient scaling of the lending business.
In June 2025, Viridian received a strategic growth investment from global private equity firm TA Associates, marking its first disclosed external institutional capital and aimed at accelerating expansion in Australia's wealth management sector. In April 2026, Raamy Shahien was appointed sole CEO, with co-founder Glenn Calder transitioning to a Senior Executive role focused on M&A, signalling the group's intent to enter its next phase of inorganic and organic growth. The group is also B Corporation certified, reflecting a stated commitment to social and environmental performance standards.
Viridian Financial Group firmographics
Firmographics- Name
- Viridian Financial Group
- Legal name
- Viridian Financial Group Ltd
- Website
- https://viridianfinancialgroup.com.au
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Viridian Financial Group is a Melbourne-based, privately held Australian financial services group operating across financial advice (Viridian Advisory), investment management (Infinity Capital Solutions), mortgage broking (Smart Move Home Loans), and digital solutions, with over 450 professionals serving individual Australians, advice firms, and ultra high-net-worth families.
- Ownership category
- akta.pro rank
Viridian Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (52231)
- SIC
- Investment Advice (6282), Loan Brokers (6163), Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit) (BPAHAOAD), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
Keywords
Where Viridian Financial Group is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices3 records
Markets served
Viridian Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advice Services: Revenue generated from personalised strategic financial advice provided to individuals and families through Viridian Advisory brand.
- Investment Management: Revenue from investment portfolio management, investment solutions and funds management through Infinity Capital Solutions and related entities.
- Lending Services: Revenue from mortgage broking and lending solutions through Smart Move Home Loans brand, one of Australia's largest independent mortgage broking groups.
- Digital Solutions: Revenue from digital platforms and technology-enabled financial services solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Personalised financial services |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels4 records
Viridian Financial Group product offering
Product offeringCore offering
Viridian Financial Group is an integrated Australian financial services group delivering personalised financial advice, investment portfolio and funds management, mortgage broking and lending solutions, and digital financial services through its Viridian Advisory, Infinity Capital Solutions, Smart Move Home Loans, and Digital Solutions divisions. The group also provides aggregation, licensing, and practice development services to financial advice firms, serving individual Australians, ultra high-net-worth families, and advice firms through a network of 450+ professionals.
Product overview
Viridian Financial Group is a unified financial services group operating across four core divisions: Financial Advice (Viridian Advisory), Investments (Infinity Capital Solutions including Infinity Asset Management and Infinity Portfolio Management), Lending (Smart Move Home Loans and Infinity Capital Finance), and Digital Solutions. The group also includes Viridian Private Wealth and Enlighted Financial Solutions as sub-brands. With over 450 professionals, the group empowers clients and advice firms across Australia, offering a comprehensive suite that spans personalised financial advice, investment portfolio management, lending solutions, and digital services.
Differentiator
Problem solved
Functional benefit
Brands
- Viridian Advisory: Providing personalised strategic financial advice
- Infinity Capital Solutions
- Smart Move Home Loans
Products and services
- Viridian Advisory Personalised strategic financial advice service for individual Australians, families, and ultra high-net-worth clients covering wealth creation, retirement planning, and complex financial strategies. Also serves advice firms seeking aggregation, licensing, and practice development support.
- Infinity Capital Solutions
- Smart Move Home Loans Mortgage broking and lending service providing home loan borrowing and lending solutions to Australian consumers and property buyers through brokers and direct channels.
- Digital Solutions Digital platforms and online services providing clients and advice firms with technology-enabled access to financial information, tools, and services across the Viridian Group.
- Viridian Private Wealth Wealth advisory service within the Viridian Group offering comprehensive financial services to high-net-worth and ultra high-net-worth clients.
- Enlighted Financial Solutions Financial advisory service operating as part of the Viridian Group of controlled entities.
- Infinity Asset Management Asset management service within the Infinity Capital Solutions division of the Viridian Group, acting as a Corporate Authorised Representative of Infinity Capital Solutions.
- Infinity Portfolio Management Portfolio management service within the Viridian Group providing managed investment portfolios to clients.
- Infinity Capital Finance Capital finance and lending service within the Viridian Group complementing Smart Move Home Loans in the lending division.
Quantifiable outcome
- One of Australia's largest independent mortgage broking groups (Smartmove)
- +1 more outcomes
Companies that use Viridian Financial Group
Customer profileSegments3 records
Ideal customer profiles3 records
Viridian Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Viridian Financial Group partnerships and signals
Strategic signalScale indicators4 records
Recent moves8 records
Expansion highlights5 records
Viridian Financial Group competitors and assessment
Company assessmentBroad incumbents
- Insignia Financial: One of Australia's largest wealth management groups, formerly IOOF, operating across advice, superannuation, and platforms. Comparable to Viridian as a multi-brand Australian wealth and advice platform, but at much larger listed scale.
- AMP Limited: Major Australian wealth manager and advice group with banking and platforms businesses. Comparable to Viridian across financial advice, investment management, and lending, but operates at far greater national scale as a listed incumbent.
- HUB24 Limited: Australian wealth management platform serving advisers, accountants, and their clients with investment and superannuation solutions. Comparable as an enabling infrastructure for advisers, similar to the technology backbone Viridian's Digital Solutions arm provides.
- Australian Unity Wealth: Australian member-owned financial services group offering banking, advice, investments, and lending. Comparable to Viridian as a diversified Australian financial services group with advice, investment, and lending arms.
Direct peers
- Centrepoint Alliance: Australian financial services group providing licensee, aggregation, and advice support to financial advisers and accounting practices. Closely comparable to Viridian's advice-firm aggregation and AFSL platform business model.
- Count Limited: Listed Australian financial advice and accounting services network providing licensee, advice, and wealth solutions to member firms. Comparable to Viridian in the AFSL aggregation and professional advice support space.
- Fortnum Private Wealth: Australian private wealth and financial advice group providing adviser support, AFSL services, and wealth management. Closely comparable to Viridian Advisory and Viridian Private Wealth in the advice-led wealth segment.
- Shaw and Partners: Australian wealth management, advice, and stockbroking firm offering financial planning, investment management, and lending. Comparable to Viridian in integrated advice, investment, and lending distribution.
Emerging players
- Netwealth Group: Australian listed platform provider of wealth management and superannuation technology to advisers and their clients. Comparable to Viridian's Digital Solutions capability and competes for the same adviser-driven distribution channel.
- AZ Sestante / AZN Capital equivalent: Australian investment consultant and managed account provider serving financial advisers and wealth groups. Comparable to Viridian's Infinity Capital Solutions as a portfolio management and investment solutions arm for adviser clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Viridian Financial Group social profiles
Digital presenceViridian Financial Group compliance and trust
Trust signalCompliance1 record
Viridian Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Viridian Financial Group leadership team
Management profileNumber of profiles
Profiles9 records
Viridian Financial Group subsidiaries and ownership
Company hierarchySubsidiaries8 records
Viridian Financial Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Viridian Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Viridian Financial Group
What does Viridian Financial Group do?
Viridian Financial Group is an integrated Australian financial services group delivering personalised financial advice, investment portfolio and funds management, mortgage broking and lending solutions, and digital financial services through its Viridian Advisory, Infinity Capital Solutions, Smart Move Home Loans, and Digital Solutions divisions. The group also provides aggregation, licensing, and practice development services to financial advice firms, serving individual Australians, ultra high-net-worth families, and advice firms through a network of 450+ professionals.
Is Viridian Financial Group a public or private company?
Viridian Financial Group is a private company. It is classified as private equity controlled and is currently operating.
When was Viridian Financial Group founded?
Viridian Financial Group was founded in 2015. It employs 251 to 500 people.
Where is Viridian Financial Group based?
Viridian Financial Group is headquartered in Melbourne, Australia, in the Oceania region.
How does Viridian Financial Group make money?
Four revenue lines are on record. Financial Advice Services are the primary driver. The others are investment Management, lending Services and digital Solutions.
Who are Viridian Financial Group's main competitors?
Broad incumbents on record are Insignia Financial, AMP Limited, HUB24 Limited and Australian Unity Wealth. Direct peers are Centrepoint Alliance, Count Limited, Fortnum Private Wealth and Shaw and Partners. Emerging players are Netwealth Group and AZ Sestante / AZN Capital equivalent.
Does Viridian Financial Group have an API?
No public API is recorded for Viridian Financial Group.
What industry is Viridian Financial Group in?
Viridian Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 523940 and its SIC code is 6282.