Mason Stevens
Mason Stevens is a Sydney-based Australian wealth management platform providing adviser-driven portfolio administration, managed accounts, superannuation, a UK SIPP solution, and Outsourced CIO services to financial advisers and wealth practices across Australia and the UK.
- Company typePrivate
- Founded2010
- HeadquartersSydney, Australia
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Mason Stevens does
Mason Stevens is an Australian wealth management platform operator headquartered in Sydney, founded in 2010 and operating as Mason Stevens Pty Limited under Australian Financial Services Licence 351578. The company provides an adviser-driven portfolio administration platform, supplemented by managed accounts, a proprietary superannuation product (Mason Stevens Super), a UK Self-Invested Personal Pension (SIPP) solution, an Outsourced CIO service, and a suite of managed portfolio strategies spanning Fixed Income, Cash Enhanced, Multi-Asset Flagship, and Foundation ETF. Its core technological differentiator is integration interoperability — the platform connects to 50+ dealing and broking partners globally to provide execution across asset classes and currencies, and is described internally as benchmarked against leading wealth fintech platforms.
The company serves a B2B customer base of financial advisers and wealth practices across Australia, with extension into the United Kingdom via its SIPP offering. End clients reached through these advisers include high-net-worth individuals and sophisticated investors requiring managed accounts, superannuation, and institutional-style investment management. Mason Stevens enables wealth practices to deliver sophisticated investment offerings, achieve operational scale, and improve risk management — positioning itself as a growth engine for adviser businesses.
Mason Stevens' revenue model combines recurring platform fees (subscription-style) with managed services fees from investment management, managed accounts, and Outsourced CIO engagements. The company is privately held with no disclosed external funding rounds or parent company, appearing to be founder/management-owned. Go-to-market is executed through direct enterprise sales to advisers and wealth practices nationally, supported by a content marketing and insights platform (House Views, macro and asset-class analysis) and corporate LinkedIn presence.
Mason Stevens firmographics
Firmographics- Name
- Mason Stevens
- Legal name
- Mason Stevens Pty Limited
- Website
- https://masonstevens.com.au
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Mason Stevens is a Sydney-based Australian wealth management platform providing adviser-driven portfolio administration, managed accounts, superannuation, a UK SIPP solution, and Outsourced CIO services to financial advisers and wealth practices across Australia and the UK.
- Ownership category
- akta.pro rank
Mason Stevens industry classification
Industry- Product category
- Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
Keywords
Where Mason Stevens is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Mason Stevens business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales
Revenue model
- Wealth Platform Services: Platform fees from providing wealth platform technology to financial advisers and wealth practices
- Investment Management Services: Fees from managed accounts, outsourced CIO services, and Mason Stevens managed portfolios including fixed income, cash enhanced, multi-asset flagship, and foundation ETF offerings
Go-to-market motion1 record
Distribution channels2 records
Marketing channels3 records
Mason Stevens product offering
Product offeringCore offering
Mason Stevens provides a wealth management platform that enables financial advisers and wealth practices to deliver sophisticated, multi-asset, multi-currency investment offerings to their clients. The core Wealth Platform is an adviser-driven portfolio administration solution backed by execution through 50+ global dealing and broking partners, complemented by managed accounts, outsourced CIO services, superannuation (Mason Stevens Super), a UK SIPP solution, and a suite of managed portfolios across fixed income, cash enhanced, multi-asset flagship, and foundation ETF strategies.
Product overview
Mason Stevens offers a unified wealth management platform architecture comprising the Wealth Platform as its core product, supplemented by multiple investment solutions including Managed Accounts, Mason Stevens Super (superannuation), UK SIPP Account Solution (UK pension), and Outsourced CIO services. The platform also includes Mason Stevens Managed Portfolios with sub-products covering Fixed Income, Cash Enhanced, Multi-Asset Flagship, and Foundation ETF strategies. The platform is designed for wealth practices to deliver sophisticated investment offerings with execution through 50+ global dealing and broking partners.
Differentiator
Problem solved
Functional benefit
Brands
- Mason Stevens Super: Superannuation solution offered by Mason Stevens
- UK SIPP Account Solution
- Mason Stevens Managed Portfolios
- Outsourced CIO
Products and services
- Wealth Platform
Companies that use Mason Stevens
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Mason Stevens technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Mason Stevens partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- 50+ Global Dealing and Broking PartnerscoreMason Stevens has established relationships with over 50 dealing and broking partners across the globe to provide execution capabilities for the adviser-driven portfolio administration solution. This network enables comprehensive access to global markets and investment execution.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Mason Stevens competitors and assessment
Company assessmentDirect peers
- HUB24: Leading ASX-listed Australian wealth platform serving financial advisers with multi-asset portfolio administration, managed accounts, and trading connectivity — the closest direct competitor to Mason Stevens' core wealth platform and managed accounts offering.
- Netwealth: ASX-listed Australian wealth management platform providing portfolio administration, managed accounts, and investment solutions to financial advisers and their HNW clients, competing head-to-head with Mason Stevens across the same adviser channel.
- Praemium: Australia-based wealth platform offering separately managed accounts, investment administration, and portfolio reporting technology to advisers, directly comparable to Mason Stevens' platform and managed accounts products.
- Powerwrap: Australian wealth platform offering managed accounts and adviser portfolio administration services, directly comparable to Mason Stevens' core wealth platform proposition for the Australian adviser market.
Broad incumbents
- FNZ: Global wealth management platform serving financial institutions, advisers, and HNW clients with end-to-end investment administration and execution — operates at much larger scale but addresses the same adviser-platform use case as Mason Stevens.
- SS&C Advent: Major financial technology vendor providing portfolio management, accounting, and wealth administration solutions to asset managers, advisers, and institutions, overlapping with Mason Stevens' investment administration and managed account capabilities.
- GBST Wealth Management: Provider of wealth management and investment administration software to advisers, brokers, and platform operators in Australia and the UK, addressing the same platform-technology and back-office use cases as Mason Stevens.
- SEI Investments: Global provider of investment management and platform solutions for advisers and wealth management firms, with outsourced investment management capabilities analogous to Mason Stevens' Outsourced CIO offering.
- Macquarie Wrap: Macquarie's wealth platform offering adviser-led investment administration, managed accounts, and superannuation in Australia, competing for the same wealth-practice clients as Mason Stevens.
- Colonial First State (FirstTech): Large Australian wealth platform (part of the Insignia Financial group) offering adviser platform, superannuation, and investment solutions to retail and HNW clients, overlapping with Mason Stevens' super, platform, and managed accounts product set.
Market position
Strengths4 records
Weaknesses3 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Mason Stevens social profiles
Digital presenceMason Stevens financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mason Stevens leadership team
Management profileNumber of profiles
Profiles5 records
Mason Stevens funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mason Stevens 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 Mason Stevens
What does Mason Stevens do?
Mason Stevens provides a wealth management platform that enables financial advisers and wealth practices to deliver sophisticated, multi-asset, multi-currency investment offerings to their clients. The core Wealth Platform is an adviser-driven portfolio administration solution backed by execution through 50+ global dealing and broking partners, complemented by managed accounts, outsourced CIO services, superannuation (Mason Stevens Super), a UK SIPP solution, and a suite of managed portfolios across fixed income, cash enhanced, multi-asset flagship, and foundation ETF strategies.
Is Mason Stevens a public or private company?
Mason Stevens is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Mason Stevens founded?
Mason Stevens was founded in 2010. It employs 51 to 100 people.
Where is Mason Stevens based?
Mason Stevens is headquartered in Sydney, Australia, in the Oceania region.
How does Mason Stevens make money?
Two revenue lines are on record. Wealth Platform Services are the primary driver. The others are investment Management Services.
Who are Mason Stevens's main competitors?
Direct peers on record are HUB24, Netwealth, Praemium and Powerwrap. Broad incumbents are FNZ, SS&C Advent, GBST Wealth Management, SEI Investments, Macquarie Wrap and Colonial First State (FirstTech).
Does Mason Stevens have an API?
No public API is recorded for Mason Stevens.
What industry is Mason Stevens in?
Mason Stevens's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.