Alteris

What Alteris does

Alteris is a privately held Australian professional services firm headquartered in Sydney, founded in 2008. According to the firm's own positioning, it provides wealth management, accounting, retirement, and advisory solutions, indicating a multi-disciplinary financial services practice serving clients who require integrated planning across accumulation, preservation, and compliance needs. Its headcount of 11-50 employees positions it as a boutique operator within the Australian financial services landscape, consistent with a partner-led advisory model rather than a scaled platform.

The firm's offering combines four interrelated service lines: wealth management (portfolio advisory and investment planning), accounting (tax and compliance), retirement (superannuation and post-work transition planning), and advisory (broader financial planning counsel). No proprietary technology platform, AI/ML capability, or digital product surface was disclosed in the available source material; service delivery appears to rely on conventional practitioner-led engagement. No information was provided on pricing structure, fee model (fee-for-service, AUM-based, or retainer), client segmentation, regulatory licensing details, or technology stack.

The source data is materially incomplete: the primary source returns a verification/loading page rather than substantive company content, leaving legal name, ownership structure, revenue, headcount details, management team, partnerships, certifications, and geographic scope unverified. As a result, this description is necessarily limited to the firmographic and stated-service-line evidence available, and should be re-validated against first-party disclosures before any investment decision.

Name

Alteris

Website

https://alteris.com.au

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Alteris is a Sydney-based, privately held Australian financial services firm (founded 2008) offering wealth management, accounting, retirement, and advisory solutions through a small team of 11-50 professionals.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

Investment Management Advisory (RIA) (FSAEAAAB)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Wealth management services
• Accounting services
• Retirement planning
• Financial advisory
• Investment advisory

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Core offering

Alteris is a financial services firm that provides wealth management, accounting, retirement planning, and advisory solutions to clients. The company delivers professional financial guidance across these core service lines as a Sydney-based practice founded in 2008.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Wealth management service providing investment and asset management guidance for clients seeking to grow and preserve their financial assets.
• Accounting Services Accounting service delivering financial record-keeping, reporting, and compliance support to individuals and businesses.
• Retirement Planning Retirement planning service providing strategies and advice for clients preparing for retirement, including superannuation and income planning.
• Financial Advisory Solutions General financial advisory service providing professional guidance on financial decisions, strategies, and planning matters for clients.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Perpetual Limited: Australian wealth management and asset management firm offering investment, estate, and advisory services. Highly comparable to Alteris as a multi-service wealth and advisory platform serving Australian clients, though operating at significantly larger scale.
• Ord Minnett: Australian private wealth and stockbroking firm providing advice, portfolio management, and superannuation services. Directly comparable to Alteris as a boutique-style wealth advisor serving Australian retail and HNW clients.
• Morgans Financial: Australian full-service stockbroking and wealth advisory firm offering investment advice, superannuation, and portfolio management. Comparable in service scope (wealth + retirement + advisory) and boutique positioning to Alteris.
• Australian Ethical Investment: Australian wealth manager and superannuation fund focused on ethical and responsible investing. Comparable to Alteris in offering super and wealth services to Australian clients, differentiated by its values-based mandate.

Broad incumbents

• Insignia Financial (formerly IOOF): One of Australia's largest independent wealth managers, covering superannuation, retirement, advice, and investment platforms. Comparable in service mix to Alteris (wealth + retirement + advisory) but at much greater scale and breadth.
• AMP Limited: Major Australian wealth, banking, and retirement group providing advice, superannuation, and investment platforms. Comparable in service breadth (wealth, retirement, advice) but is a much larger, established incumbent.
• Macquarie Group (Macquarie Wealth): Macquarie's wealth management division offers investment, super, and advisory services to retail and HNW clients. Comparable in retirement and wealth management services but is part of a much larger, diversified financial group.

Emerging players

• HUB24: Australian technology-led wealth platform providing super, investment, and Wrap platform services to financial advisers. Comparable to Alteris in serving the advice-led wealth segment, but differentiated by its technology-platform orientation.
• Netwealth: Australian wealth-management platform offering investment administration, super, and reporting tools to advisers and their clients. Comparable in targeting advised wealth clients, but positioned as a tech-platform rather than an advice firm.
• Praemium: Australian technology platform providing wealth management, reporting, and investment administration tools to advisers. Comparable in supporting the advised wealth segment in Australia, but operates as a B2B platform rather than a direct advice firm.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/alterisfinancialgroup

Revenue estimate

Valuation estimate

Number of profiles

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 Alteris