Quilla Consulting

What Quilla Consulting does

Quilla Consulting Pty Ltd is a staff-owned Australian investment consultancy founded in 2014 and headquartered in Sydney, with additional offices in Brisbane and Melbourne. The firm collaborates with financial advice firms, dealer groups, and family offices to design and deliver tailored multi-asset investment solutions, distributed both via bespoke white-label mandates and through ready-to-use branded portfolios on the four major Australian managed account platforms (HUB24, BT Panorama, CFS, and AMP MyNorth). The company's investment offerings span the Masthead Series (active multi-manager), Index Series (passive multi-asset), and Specialist Portfolios across multiple risk profiles, with active dynamic asset allocation and manager selection as the stated investment process.

Quilla's core technology assets are Fincast, a real-time, goal-based financial advice application powered by adaptive algorithms that help advisers create and deliver customised advice, and AlphaScreen, a proprietary analytics platform exclusive to Quilla clients for running comprehensive fund-level analytics and comparisons. These tools sit alongside a secure Client Tech Hub portal and are positioned as workflow differentiators for adviser practices rather than direct-to-consumer products.

Revenue is generated through management fees on funds under management across managed account portfolios and bespoke mandates, with the firm operating a wholesale-only B2B model and explicitly not serving retail clients. Quilla is regulated by ASIC under Australian Financial Services Licence 511401 and operates with no external institutional or venture capital ownership, retaining full independence from product manufacturers.

Name

Quilla Consulting

Legal name

Quilla Consulting Pty Ltd

Website

https://quilla.com.au

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Quilla Consulting is a staff-owned Australian investment consultancy that designs and manages bespoke and ready-to-use multi-asset portfolios for financial advice firms, dealer groups, and family offices, distributed via HUB24, BT Panorama, CFS, and AMP MyNorth managed account platforms and supported by proprietary technology (Fincast, AlphaScreen).

Ownership category

akta.pro rank

Product category

Investment Management & Managed Account Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment consulting
• Managed accounts
• Portfolio management
• Asset allocation
• Financial adviser solutions

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Management Fees: Quilla generates revenue through management fees charged on funds under management across its managed account portfolios. The firm offers both customized white-label portfolios and ready-to-use 'off-the-shelf' portfolio solutions through recognized managed account platforms.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Quilla Consulting provides investment management, asset allocation, and financial advisory services to financial advice firms, dealer groups, and family offices in Australia. Its core offering is a managed account platform that delivers both customised white-label portfolios and ready-to-use branded portfolios (Masthead Series, Index Series, Specialist Portfolios), supplemented by proprietary technology tools (Fincast and AlphaScreen) that advisers use for goal-based advice and fund analytics. The firm charges management fees on funds under management, with services strictly limited to wholesale clients.

Product overview

Quilla Consulting is an Australian investment consultant offering a unified platform of proprietary technology tools and portfolio solutions for financial advisers. The core offering consists of Fincast (a goal-based financial advice application with adaptive algorithms) and AlphaScreen (a proprietary analytics platform), complemented by a suite of investment portfolio products including the Masthead Series, Index Series, and Specialist Portfolios across various risk profiles. These are available as ready-to-use offerings on major managed account platforms (HUB24, BT Panorama, CFS, AMP MyNorth) or as customised white label solutions. The company also provides an exclusive Client Tech Hub for client access.

Differentiator

Problem solved

Functional benefit

Products and services

• Fincast A real-time, goal-based financial advice application designed to increase client engagement and help advisers create and deliver customised advice, powered by adaptive advice algorithms based on the latest research and prevailing market conditions. For use by financial advisers serving advised clients.
• AlphaScreen A proprietary analytics platform exclusive to Quilla clients that enables advisers to efficiently run comprehensive analytics on funds, providing easy-to-interpret summaries and facilitating fund comparisons. Used by financial advisers for due diligence and ongoing monitoring.
• Masthead Series Real return, multi-asset class, multi-manager portfolios across three risk/return profiles, actively managed through dynamic asset allocation and investment manager selection processes. Available to advised investors through managed account platforms.
• Index Series Real return, multi-asset class portfolios across three risk/return profiles invested in index instruments including ASX ETFs, LICs and passive managed funds, with active dynamic asset allocation. Available to advised investors through managed account platforms.
• Specialist Portfolios Real return, multi-asset class, multi-manager portfolios across four risk/return profiles (Diversified, Balanced, Growth, High Growth), actively managed through dynamic asset allocation and investment manager selection. Available to advised investors through managed account platforms.
• Customised White Label Portfolios Tailored investment solutions created specifically to meet the objectives and business requirements of financial advice groups and dealer groups, coupled with supporting services to elevate client experience and empower firm growth.
• Quilla Managed Accounts End-to-end managed account services including carefully crafted strategies, efficient implementation, diverse investment options, market insights, regular communications, and consistent returns, available to advised investors through various managed account platforms.
• Client Tech Hub Secure technology hub providing Quilla clients with access to the firm's proprietary platform and tools (Fincast and AlphaScreen), available at identity.quilla.com.au.

Quantifiable outcome

• 10+ year track record delivering investment solutions through major managed account platforms
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Lonsec: Leading Australian investment research and consulting firm providing research, ratings, portfolio consulting, and model portfolios to advisers — directly overlapping with Quilla's investment consulting and managed-account offerings to the same wholesale advice channel.
• Zenith Investment Research: Australian institutional-grade investment research, portfolio construction, and model-portfolio provider serving financial advisers and dealer groups — directly comparable to Quilla's consulting/model-portfolio business and target customers.
• Mercer Investment Consulting (Australia): Global investment consulting and managed-solutions arm offering portfolio construction advice and multi-asset solutions to Australian institutional and advice-firm clients; competes head-to-head with Quilla for white-label and managed-account mandates.
• Russell Investments (Australia): Provides investment consulting, model portfolios, and managed-account solutions to Australian advisers and institutions; directly comparable in consulting-led, multi-asset model portfolio offering and target market.
• Morningstar Australasia: Provides research, portfolio analytics, and model portfolios to Australian advisers and wealth platforms; competing offering to Quilla's manager research, analytics (AlphaScreen), and managed-account portfolios for the same advice segment.

Broad incumbents

• Vanguard Australia: A large incumbent offering model portfolios and managed-account solutions on major Australian platforms; competes with Quilla for shelf space and adviser mindshare but with materially broader resources and product range.
• Dimensional Fund Advisors (Australia): Global investment manager with an established Australian model-portfolio and adviser-solutions presence; competes with Quilla in multi-asset/index-tilted model portfolios on HUB24 and other Australian platforms.

Others

• HUB24: Major Australian managed-account platform that hosts Quilla's portfolios; ecosystem channel partner rather than competitor, but critical to Quilla's distribution economics.
• Colonial First State (CFS) - FirstChoice / FirstRate platforms: Major Australian wrap/platform operator hosting Quilla's model portfolios; key distribution channel with capability to launch in-house model suites that compete with Quilla for adviser attention.

Emerging players

• Research Affiliates: Smart-beta/fundamental-index provider offering model-portfolio and adviser-solution content targeting Australian platforms; adjacent competitor in index-based managed-account solutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 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 Quilla Consulting