Fitzpatricks Private Wealth
- Company typePrivate
- Founded1987
- HeadquartersSydney, Australia
- Headcount251–500
- GTM typeB2C
- OfferingServices
Fitzpatricks Private Wealth firmographics
Firmographics- Name
- Fitzpatricks Private Wealth
- Legal name
- Fitzpatricks Private Wealth Pty Ltd
- Website
- https://fitz.com.au
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
Fitzpatricks Private Wealth industry classification
Industry- Product category
- Private Wealth Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal & Family Trust Services (FSAAANAA), Private Foundations (BPAGAKAA)
Keywords
Where Fitzpatricks Private Wealth is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices8 records
Markets served
Fitzpatricks Private Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Financial Advisory Fees: The firm generates revenue through financial advisory service fees for comprehensive wealth management, succession planning, investment strategy, and intergenerational wealth transfer services. Fees are likely structured as ongoing advisory retainers or fixed-fee engagements based on the complexity and scope of services.
- Implementation Fees: Revenue from implementing investment strategies through their investment partner network, likely including platform or implementation fees for portfolio construction and management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Comprehensive private wealth advisory services |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Fitzpatricks Private Wealth product offering
Product offeringCore offering
Fitzpatricks Private Wealth is a national financial advisory firm providing comprehensive private wealth management services to high-net-worth individuals, families, business owners, and executives across Australia. Core offerings include succession planning, intergenerational wealth management, investment strategy, philanthropy advisory, and asset protection, delivered through 35 advisers across 18 offices under a Lead Adviser framework that coordinates holistic advice across tax, estate planning, insurance, and investments.
Product overview
Fitzpatricks Private Wealth operates as a professional advisory firm offering a comprehensive suite of financial services centred on the Lead Adviser Framework. Their core offerings include succession planning, intergenerational wealth management, investment strategy, philanthropy advisory, and asset protection services. The firm delivers advice through a network of advisers operating across 18 offices in Australia, supported by a secure Client Portal powered by myprosperity. Their investment management approach leverages Atrium Investment Management and selected best-of-breed fund managers for portfolio construction and oversight.
Differentiator
Problem solved
Functional benefit
Products and services
- Succession Planning Expert facilitation of smooth business leadership transfers, enabling owners to exit on their terms while minimising disruption to staff, clients, and business partners. Includes establishing optimal business structures to minimise Capital Gains Tax exposure and retaining key personnel. Targeted at business owners and family leaders planning exit or transition.
- Intergenerational Wealth Management Planning and oversight of wealth transfer between generations, addressing complex family dynamics, managing different expectations, and structuring asset transfers to ensure the right assets reach the right beneficiaries at the right time. Targeted at wealthy families and family leaders.
- Investment Strategy Risk-targeted investment approach developing personalised investment strategies based on client needs, objectives, and risk tolerance. Features diversified portfolios with global and domestic asset classes managed by Atrium Investment Management and selected fund managers. Targeted at HNW individuals, families, and business owners.
- Philanthropy Advisory Strategic giving plan development for clients including wealthy families, foundations, and not-for-profit organisations. Services include creating private foundations, contributing to existing charities, and making direct gifts aligned with client values. Targeted at wealthy families, foundations, and charities.
- Asset Protection Comprehensive asset protection planning including property and business insurance, creating legal structures separating personal and business assets, and implementing safeguards against litigation and estate claims. Targeted at HNW individuals, families, and business owners.
Quantifiable outcome
- 2,200+ family groups served across national network
- +1 more outcomes
Companies that use Fitzpatricks Private Wealth
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Fitzpatricks Private Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature3 records
Fitzpatricks Private Wealth partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Atrium Investment ManagementcoreStrategic investment partnership where Atrium Investment Management handles implementation of investment advice including strategic and tactical asset allocation, stock selection, and ongoing portfolio management. Atrium is described as an associated company under the Fitzpatricks Group.
- myprosperitycoreTechnology partnership for secure client portal providing bank-level encryption, multi-factor authentication, document vault, wealth tracking, and secure adviser communication. myprosperity is described as a leading client portal trusted by financial professionals across Australia.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Fitzpatricks Private Wealth competitors and assessment
Company assessmentDirect peers
- Shadforth Financial Group: Australian private wealth advisory firm headquartered in Sydney serving HNW individuals, families, and business owners with holistic financial advice and intergenerational wealth planning. Closely comparable to Fitzpatricks in target market, service model, and HNW focus.
- Ord Minnett: Australian private wealth manager and stockbroker offering investment advice, portfolio management, and wealth advisory services to HNW individuals, families, and institutions. Comparable in client segment and holistic advisory approach.
- Morgans Financial Limited: Large Australian private wealth and stockbroking firm providing financial advice, portfolio management, and wealth advisory to HNW clients across Australia. Directly comparable in clientele and full-service wealth advisory offerings.
- Perpetual Private: Private wealth division of Perpetual Limited providing advice, portfolio management, and intergenerational wealth transfer services to HNW Australian families and business owners. Comparable in target market and service breadth.
- Acuity Wealth Management: Independent Australian private wealth advisory firm offering holistic advice to HNW families and business owners. Comparable in scale, independence, and integrated advice philosophy.
Broad incumbents
- Count Limited: ASX-listed Australian financial advice and accounting support network. Provides licensee and professional services support to hundreds of advisers; broader incumbent operating a different model (licensee/aggregator) but targeting overlapping HNW advice market.
- ANZ Private Bank: Private banking arm of ANZ Banking Group providing wealth advisory and lending services to HNW Australian clients. Larger incumbent offering complementary banking products alongside wealth advice.
- Insignia Financial (formerly IOOF): Large ASX-listed Australian wealth and advice platform with multiple licensee, platform, and asset management brands serving a broad range of clients including HNW segments. Larger, broader incumbent operating across wealth management, advice, and platforms.
- Macquarie Private Bank: Wealth and private banking division of Macquarie Group serving HNW and emerging HNW clients in Australia with advice, lending, and investment services. Larger incumbent with broader product set including lending and deposits.
Others
- Hawksford (Australia): Global private client advisory firm with Australian presence providing wealth structuring, family office, and trust/administration services. Comparable as an adjacent specialist serving similar HNW clientele with complementary (not directly competing) services around trust and estate structures.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Fitzpatricks Private Wealth social profiles
Digital presenceFitzpatricks Private Wealth compliance and trust
Trust signalCompliance4 records
Fitzpatricks Private Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fitzpatricks Private Wealth leadership team
Management profileNumber of profiles
Profiles5 records
Fitzpatricks Private Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fitzpatricks Private Wealth 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 Fitzpatricks Private Wealth
What does Fitzpatricks Private Wealth do?
Fitzpatricks Private Wealth is a national financial advisory firm providing comprehensive private wealth management services to high-net-worth individuals, families, business owners, and executives across Australia. Core offerings include succession planning, intergenerational wealth management, investment strategy, philanthropy advisory, and asset protection, delivered through 35 advisers across 18 offices under a Lead Adviser framework that coordinates holistic advice across tax, estate planning, insurance, and investments.
Is Fitzpatricks Private Wealth a public or private company?
Fitzpatricks Private Wealth is a private company. It is classified as management employee owned and is currently operating.
When was Fitzpatricks Private Wealth founded?
Fitzpatricks Private Wealth was founded in 1987. It employs 251 to 500 people.
Where is Fitzpatricks Private Wealth based?
Fitzpatricks Private Wealth is headquartered in Sydney, Australia, in the Oceania region.
How does Fitzpatricks Private Wealth make money?
Two revenue lines are on record. Financial Advisory Fees are the primary driver. The others are implementation Fees.
Who are Fitzpatricks Private Wealth's main competitors?
Direct peers on record are Shadforth Financial Group, Ord Minnett, Morgans Financial Limited, Perpetual Private and Acuity Wealth Management. Broad incumbents are Count Limited, ANZ Private Bank, Insignia Financial (formerly IOOF) and Macquarie Private Bank. Hawksford (Australia) is listed as an others.
Does Fitzpatricks Private Wealth have an API?
No public API is recorded for Fitzpatricks Private Wealth.
What industry is Fitzpatricks Private Wealth in?
Fitzpatricks Private Wealth's product category is Private Wealth Advisory. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523940 and its SIC code is 6282.