What Wilsons does

Wilsons Advisory is an Australian wealth management and capital markets firm headquartered in Brisbane, founded in 1895. The firm operates across three integrated service pillars: Private Wealth management for high-net-worth individuals, families, and business owners; Corporate advisory covering investment banking, M&A advisory, and equity capital markets; and Institutional services spanning research, execution, and trading. Client engagement is supported by a secure web-based Client Portal for account access, document retrieval, and portfolio viewing. Headcount is reported in the 101-250 range, with leadership including Brad Gale as CEO & Managing Director and Mylin Goodwin as Director, Corporate Finance. No proprietary technology stack, mobile app, API, or AI/ML capabilities are publicly disclosed.

On October 1, 2025, Wilsons Advisory was acquired by Canaccord Genuity Group Inc., a publicly listed global investment bank on the TSX (ticker: CF), and has been integrated into Canaccord's Australian operations. Prior to the combination, Wilsons contributed to nearly 50% of Canaccord's investment banking revenue in Australia, underscoring the strategic significance of the deal. Following integration, the firm operates as part of a combined Wealth Management & Capital Markets group under the Canaccord Genuity brand, with the Wilsons website redirecting clients to the parent platform.

The business model combines fee-based private wealth management with episodic investment banking and institutional revenues. Pricing is not publicly disclosed. Revenue is not separately reported; the parent Canaccord Genuity Group recorded firm-wide Q3 fiscal 2026 revenue of CAD 616.1 million. The customer base is horizontally diversified across HNW individuals, corporates, and institutional counterparties, with no named customer logos or AUM figures available in the source data. No partnerships, awards, patents, regulatory actions, or third-party integrations are disclosed.

Name

Wilsons

Legal name

Wilsons Advisory

Website

https://wilsonsadvisory.com.au

Company type

Private

Founded year

1895

Operating status

Acquired

Headcount range

101–250 employees

Short description

Wilsons Advisory is a Brisbane-based Australian wealth management and capital markets firm offering private wealth, corporate advisory, and institutional services, now integrated with Canaccord Genuity Group following its October 2025 acquisition.

Ownership category

akta.pro rank

Product category

Wealth Management and Capital Markets Advisory

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940)

SIC

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

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Debt Advisory & Financing Advisory (FSAEAGAD), Corporate Finance & Capital Advisory (BPAHADAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Sell-Side M&A Advisory (FSAEAGAA)

Keywords

• Wealth management services
• Investment banking advisory
• Private wealth management
• Capital markets services
• Corporate finance advisory

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Distribution channels1 record

Core offering

Wilsons Advisory is an Australian wealth management and capital markets firm offering private wealth management to high-net-worth individuals and families, corporate advisory (investment banking, M&A, equity capital markets) to corporate clients, and institutional research, execution, and trading services. Its offerings are delivered through three pillars — Private Wealth, Corporate, and Institutional — supported by a secure online client portal, and have been combined with Canaccord Genuity's platform following the October 2025 acquisition.

Product overview

Wilsons Advisory is a wealth management and capital markets firm operating as a unified platform that combines private wealth, corporate advisory, and institutional services. The firm is organized into three core service pillars — Private Wealth (for high-net-worth individuals), Corporate (investment banking, M&A, equity capital markets), and Institutional (research, execution, and trading for institutional clients) — all supported by a secure Client Portal for account access. Wilsons Advisory has since integrated with Canaccord Genuity Group following an October 2025 acquisition, forming a combined Wealth Management & Capital Markets group.

Differentiator

Problem solved

Functional benefit

Products and services

• Wilsons Advisory Private Wealth Management
• Wilsons Advisory Corporate Services
• Wilsons Advisory Institutional Services
• Wilsons Advisory Client Portal

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Canaccord Genuity Group: Global wealth management and capital markets firm that acquired Wilsons Advisory in October 2025; operates the combined Australian wealth and capital markets platform and is the natural benchmark for the integrated business Wilsons now sits within.
• Macquarie Group: Australia's largest investment bank and a major wealth manager (Macquarie Asset Management); overlaps with Wilsons on corporate advisory and wealth but at vastly greater scale and with a broader product set.
• UBS Wealth Management Australia: Global private bank with a significant Australian HNW wealth management franchise; competes for the same ultra-high-net-worth clients and advisor talent that Wilsons' Private Wealth pillar serves.
• Goldman Sachs Australia: Bulge-bracket investment bank with an Australian corporate advisory and securities business; competes with Wilsons' Corporate and Institutional pillars on mid- and large-cap M&A and ECM mandates.

Direct peers

• Ord Minnett: Australian private wealth manager and full-service stockbroker offering HNW wealth management, corporate advisory and institutional dealing — directly comparable to Wilsons' three-pillar offering in the domestic mid-market.
• Shaw and Partners: Australian wealth management and investment banking firm serving HNW individuals, families and corporates with advisory, ECM and institutional sales — closely overlapping Wilsons' Private Wealth and Corporate pillars.
• Morgans Financial: Australian wealth manager and full-service stockbroker with private wealth, corporate advisory and institutional dealing — a like-for-like Australian mid-market competitor to Wilsons.
• Bell Potter Securities: Australian retail and HNW broker with wealth management, corporate advisory and institutional research capabilities — directly comparable across Wilsons' three service lines.
• Raymond James Australia: Australian wealth advisory and capital markets business of the global Raymond James franchise — comparable mix of HNW wealth management, M&A advisory and institutional services.

Regional players

• Jarden (Australia): Trans-Tasman wealth, advisory and capital markets firm with an Australian institutional and corporate finance presence — overlaps with Wilsons on mid-market advisory and equities distribution across the Australia–New Zealand corridor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/wilsonsadvisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Wilsons