Evidentia Group

Name

Evidentia Group

Legal name

Evidentia Group

Website

https://evidentiagroup.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Managed Account Investment Services

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

akta.pro secondary industries

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Managed account services
• Wealth management solutions
• Investment portfolio management
• Asset consulting services
• Separately managed accounts

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Funds Under Management (FUM) based management fees: Evidentia Group generates revenue primarily through management fees charged on funds under management across its managed account solutions including LIS, Evidentia Private, and Implemented Portfolios. The company manages $34.8 billion in FUM as at March 2026.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Evidentia Group is an Australian asset management company that delivers managed account investment solutions to financial advisers and licensees through three product brands: Lonsec Investment Solutions, Evidentia Private, and Implemented Portfolios. Its offerings span ready-made managed portfolios, private-label tailored solutions, and individually managed accounts via SMA and MDA legal structures, complemented by private markets and alternative asset access. The firm also provides asset consulting and private wealth solutions and manages $34.8 billion in funds under management as at March 2026.

Product overview

Evidentia Group operates as a multi-branded managed accounts platform offering three primary product brands: Lonsec Investment Solutions (LIS), Evidentia Private, and Implemented Portfolios (IPL). The company provides a comprehensive suite of investment solutions including ready-made managed accounts, tailored managed accounts, and individually managed accounts (IMA) across multiple legal structures (SMA and MDA). LIS offers publicly accessible off-the-shelf portfolios; Evidentia Private delivers private-label institutional-quality solutions for licensees and private wealth firms; and Implemented Portfolios provides highly individualised investment experiences through IMA services. Additional offerings include the LIS Growth Alternatives (LGA) IMA for alternative asset access, the Evidentia Global Private Markets Fund, and Model Manager services. The company manages $34.8 billion in funds under management as of March 2026, serving Australia's leading advice firms with investment solutions spanning multi-asset, listed products, retirement, sustainable, and private markets.

Differentiator

Problem solved

Functional benefit

Brands

• LIS Growth Alternatives IMA: Individually Managed Account accessing alternative assets including private equity, hedge funds, real assets, gold and private credit for high-net-worth clients
• Evidentia Global Private Markets Fund
• LIS Growth Alternatives (LGA)

Products and services

• Lonsec Investment Solutions (LIS) Provides a diverse suite of publicly available ready-made (off the shelf) portfolios suitable for licensees and advisers of all sizes, available via Separately Managed Account (SMA) and/or Managed Discretionary Account (MDA) structure.
• Evidentia Private Works with licensees and private wealth firms to deliver private-label investment solutions tailored to individual practice requirements, blending institutional-grade capability with a boutique, highly personalised experience, via SMA and/or MDA structures.
• Implemented Portfolios (IPL) Works with financial advisers to deliver a highly individualised and engaging investment experience while creating efficiency through an Individually Managed Account (IMA) Service delivered via a Managed Discretionary Account (MDA) legal structure.
• LIS Growth Alternatives (LGA) Individually Managed Account An exclusive investment solution providing wholesale investors access to alternative assets including private equity, hedge funds, real assets, gold, and private credit via an Individually Managed Account using an MDA structure, with a $500,000 minimum and deal flow access at $2.5 million.
• Evidentia Global Private Markets Fund Provides institutional quality access to private markets for clients, offering professionally managed investment solutions in private markets.
• Model Manager Service Allows advisers to appoint their own Model Manager for investment management within the Implemented Portfolios platform, providing flexibility for bespoke portfolio construction.
• Ready-made Portfolio Service Ready-made portfolio service through Implemented Portfolios for advisers seeking pre-constructed investment solutions.
• Tailored Portfolios at Scale Scalable tailored portfolio solutions for licensees seeking bespoke investment approaches within Lonsec Investment Solutions, delivered in partnership with BlackRock (TPAS).

Quantifiable outcome

• $34.8 billion in funds under management as at 31 March 2026
• +2 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

Integration3 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• HUB24coreTechnology or Integration · 7 May 2026HUB24 platform integration expanded following successful migration of Xplore Wealth MDA client portfolios to Implemented Portfolios. The transition reflects Evidentia Group's commitment to platform capability and adviser efficiency.
• Encore Advisory GroupminorStrategic or Co-development Partner · 7 November 2025Acquired in November 2025, Encore Advisory Group is a practice management advisory firm with over 20 years of experience supporting financial planning, accounting, and mortgage broking businesses. Brendan Johnson heading new Business Consulting division reporting to CEO. Mark Zaglas continues to lead Encore.
• NetwealthcoreTechnology or Integration · 12 March 2025Netwealth partnership provides administration services and off-platform reporting for the LIS Growth Alternatives IMA solution, enabling unified client account views and annual tax reporting for high-net-worth clients accessing alternative assets.
• iCapitalcoreTechnology or Integration · 12 March 2025iCapital is a leading global fintech platform providing advisers with technology, education, and access to alternative assets. iCapital partnership enables LIS Growth Alternatives IMA to provide wholesale investors access to opportunistic deal flow once portfolio reaches $2.5 million.
• Lonsec ResearchcoreTechnology or IntegrationLonsec Investment Solutions creates model portfolios using investment research provided by Lonsec Research Pty Ltd (also a GDG company). Lonsec Research is not involved in LIS's investment research process but provides underlying research support.
• BlackRockcoreStrategic or Co-development PartnerBlackRock partnership supports the Tailored Portfolios at Scale (TPAS) offering within Lonsec Investment Solutions. Eleanor Menniti oversees this partnership as part of Evidentia Group's investment team.

Scale indicators6 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Praemium: Praemium is an Australian managed accounts and wealth technology platform serving advisers with SMA, MDA, and IMA solutions. As a specialist managed-accounts platform competing for the same adviser wallet, it is a direct peer to Evidentia's Implemented Portfolios and LIS brands.
• Netwealth: Netwealth is a major Australian wealth platform and Evidentia's distribution partner for the LIS Growth Alternatives IMA. Netwealth competes with its own managed-account and model portfolio capability while also providing administration services for Evidentia's alternatives offering — a directly comparable dual role.
• Mason Stevens: Mason Stevens is an Australian wealth management platform offering SMA, MDA, and bespoke IMA solutions to advisers and HNW clients. Its integrated platform-plus-managed-account model and focus on alternatives make it a close direct peer to Evidentia's Implemented Portfolios and LIS brands.
• HUB24: HUB24 is Australia's leading investment and superannuation platform and a distribution partner to Evidentia via Implemented Portfolios. Both compete and collaborate: HUB24 offers in-house managed portfolios while also routing adviser MDA flows to Evidentia, making it the closest structural comparable in the Australian managed-accounts stack.

Broad incumbents

• BT Panorama (Westpac): BT Panorama, owned by Westpac, is a major Australian wrap platform with managed account and model portfolio capabilities. It competes with Evidentia for adviser assets, particularly through BT's in-house model portfolio offering.
• Insignia Financial (formerly IOOF): Insignia owns the IOOF, MLC, and OnePath platforms, offering managed accounts, wrap platforms, and adviser support at scale. It is a broad incumbent that competes with Evidentia across both model portfolios and bespoke IMAs, particularly through MLC Asset Management.
• AMP: AMP operates the AMP North platform and AMP Capital, offering multi-asset managed accounts, model portfolios, and platform services to Australian advisers. Its scale and bundled product set make it a broad incumbent competing with Evidentia across adviser segments.
• Perpetual: Perpetual operates a multi-asset managed funds and managed account business alongside its broader wealth platform. It is a broad incumbent in Australian managed portfolios with comparable multi-asset capabilities to Evidentia's investment team.
• Macquarie Asset Management (Macquarie Wrap): Macquarie's Wrap platform and MAM-managed account offerings serve Australian advisers with model portfolios, SMAs, and bespoke solutions. As one of Australia's largest wealth platforms, it is a broad incumbent comparable to Evidentia's full adviser suite.

Others

• Lonsec Research & Ratings: Lonsec Research & Ratings is a sister business under the same GDG parent, providing investment research that supports Evidentia's LIS portfolios. As an affiliated research provider within the GDG ecosystem, it is an enabling/adjacent peer rather than a direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeopen.spotify.com/show/6i8eHU4MYYE4ZTsDwlMffk
• Xx.com/evidentiag
• LinkedInlinkedin.com/company/evidentia-asset-consulting

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries4 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 Evidentia Group