Euroz Hartleys

What Euroz Hartleys does

Euroz Hartleys Group Limited (ASX:EZL) is a Western Australian diversified financial services firm headquartered in Perth, founded in 2000 and operating through its AFSL-licensed subsidiary Euroz Hartleys Limited (AFSL 230052, ABN 33 104 195 057). It serves three primary segments: HNW individuals and family groups seeking wealth management and stockbroking; corporates requiring equity capital markets, M&A and strategic advisory; and institutional investors accessing the firm's specialist small-to-mid-cap dealing desk focused on WA resources, energy, mining services and industrial companies. Supporting subsidiaries include Westoz Funds Management, Entrust Wealth Management and the Euroz Hartleys Foundation, which together extend the platform into funds management and corporate social responsibility.

The company generates revenue across four interconnected product lines — Private Wealth, Corporate Finance, Institutional Sales and Research — monetised through advisory fees, brokerage commissions on ASX/Cboe/NSX transactions, capital-raising and M&A success fees, and client-restricted research access. Capital-markets deal flow recorded in the input includes a Joint Lead Manager mandate on Benz Mining's A$75 million placement, a co-adviser role on Genus's A$325 million equity raise, Australian broker mandates on Roxmore Resources' Canadian-dollar placements, and IPO advisory for Innovaero — evidencing active transactional revenue.

For the year 2025, Euroz Hartleys reported revenue of approximately AUD 98.7 million and net income of AUD 10.26 million, with total assets of AUD 222.7 million. In June 2026, Bank of Montreal (C$158 billion market capitalisation, TSX-listed) announced plans to acquire the Group as a strategic entry into the Australian market, a development that is likely to reshape ownership but leaves the operating model intact pending completion. Distribution is direct and relationship-driven: research, the 'Finding the Front' podcast, the annual Rottnest Island Institutional Conference and regional community events (e.g., Dowerin Field Days) function as marketing, brand-building and deal-origination channels.

Name

Euroz Hartleys

Legal name

Euroz Hartleys Group Limited

Website

https://eurozhartleys.com

Company type

Public

Founded year

2000

Operating status

Operating

Headcount range

51–100 employees

Short description

Euroz Hartleys Group Limited (ASX:EZL) is a Perth-headquartered diversified financial services firm serving Western Australian HNW clients, corporates and institutional investors with private wealth, corporate finance, institutional sales and research.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities and Commodity Contracts Intermediation and Brokerage (5231), 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

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Equities Trade Execution Platforms (ATS/MTF/ECN) (FSAFANAA)

Keywords

• Wealth management services
• Stockbroking brokerage
• Corporate finance advisory
• Institutional equity sales
• Equity research coverage

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Distribution channels3 records

Marketing channels5 records

Core offering

Euroz Hartleys Group Limited (ASX: EZL) is a diversified financial services firm headquartered in Perth that provides wealth management, strategic advice and stockbroking to private clients, plus full-service corporate finance (equity capital markets, mergers and acquisitions, strategic advisory), institutional dealing, and equity research, all with a Western Australian focus on resources, energy, mining services and industrial companies. Revenue is generated from wealth management fees, brokerage commissions on ASX/Cboe/NSX execution, corporate advisory and capital raisings, and funds management through subsidiaries.\n\n

Product overview

Euroz Hartleys Group Limited (ASX:EZL) operates as a diversified financial services company offering a platform of interconnected services for Western Australian investors and corporations. The core portfolio consists of Private Wealth (wealth management, strategic advice and stockbroking), Corporate Finance (equity capital markets, M&A and strategic advisory), Institutional Sales (specialist small to mid-cap dealing), and Research services. Supporting subsidiaries include Westoz Funds Management, Entrust Wealth Management, and the Euroz Hartleys Foundation. The company also produces the 'Finding the Front' podcast series featuring interviews with business executives. This is a services-based business rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth
• Corporate Finance
• Institutional Sales
• Research
• Westoz Funds Management
• Entrust Wealth Management

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered minor.

• Roxmore Resources Inc.minorGTM or Marketing PartnerEuroz Hartleys acted as Australian broker for Roxmore Resources' C$32,640,000 non-brokered private placement to fund the Converse Gold Project in Nevada. Three cornerstone institutional investors participated including L1 Capital.
• Benz Mining Corp.minorGTM or Marketing PartnerEuroz Hartleys acted as Joint Lead Manager alongside SCP Resource Finance LP for Benz Mining's A$75 million private placement to support drilling at Glenburgh Gold Project and Egerton Project in Western Australia. Combined commission of A$3 million received.
• GenusminorGTM or Marketing PartnerEuroz Hartleys secured investor support alongside Bell Potter for Genus's $325 million equity raise to fund acquisition of MPC Kinetic and pursue M&A strategy in infrastructure sector.
• InnovaerominorGTM or Marketing PartnerEuroz Hartleys engaged as existing adviser for Innovaero's IPO preparation on ASX. Additional underwriter Canaccord Genuity also engaged alongside Euroz Hartleys for the IPO process.
• Roxmore Resources Inc.minorGTM or Marketing PartnerEuroz Hartleys acted as Australian broker for Roxmore Resources' C$30 million non-brokered private placement to advance the Converse Gold Project in Nevada.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• JBWere: Leading Australian private wealth manager serving HNW individuals and families with advice, portfolio management and stockbroking; directly comparable to Euroz Hartleys' Private Wealth business.
• Ord Minnett: Australian private wealth management and institutional stockbroking firm focused on HNW clients and small/mid-cap research; comparable boutique-scale competitor to Euroz Hartleys.
• Bell Potter Securities: Australian full-service retail and institutional broker and wealth manager offering wealth management, stockbroking, corporate advisory and research; directly comparable to Euroz Hartleys' integrated platform and a co-advisor on recent WA mandates (e.g., Genus raise).
• Canaccord Genuity Australia: Australian arm of Canaccord Genuity providing institutional equities, corporate finance and wealth management; directly overlaps with Euroz Hartleys' mid-cap ECM and institutional research franchise, and is co-advisor on Innovaero's IPO.
• Shaw and Partners: Australia-based wealth management and investment advisory firm with a strong focus on high-net-worth clients and corporate advisory; competes head-to-head with Euroz Hartleys in Australian private wealth and ECM mandates.
• Morgans Financial: Large Australian private wealth manager and full-service stockbroker with national retail and institutional operations; directly comparable to Euroz Hartleys' wealth + stockbroking + corporate finance model.
• Evans Dixon (now E&P Financial Group): Australian wealth management, stockbroking and corporate advisory group; a like-sized domestic competitor with overlapping HNW, institutional and ECM capabilities.

Broad incumbents

• Macquarie Group: Australia's largest investment bank with deep ECM, M&A, institutional equities and wealth management operations; provides the dominant national benchmark against which Euroz Hartleys' smaller WA franchise must compete.

Others

• Bank of Montreal (BMO): C$158B Canadian bank that announced takeover plans for Euroz Hartleys in June 2026; relevant as the pending acquirer and as a peer providing global capital markets, institutional equities and wealth services that Euroz would integrate into post-close.

Emerging players

• Argonaut Securities: Australian small/mid-cap focused corporate advisory and institutional stockbroking firm with strong resources sector coverage; closely comparable niche overlap with Euroz Hartleys' WA resources franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/EurozHartleys
• LinkedInlinkedin.com/company/euroz-hartleys-securities

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries4 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 Euroz Hartleys