Strategy 360

What Strategy 360 does

Strategy 360 is a privately held, for-profit professional services firm based in Sydney, Australia, operating in the financial services sector since its founding in 2007. The company provides three integrated service lines: accounting, financial advisory, and wealth management, positioning it as a multi-disciplinary financial practice serving clients with bundled needs across tax, advisory, and investment/wealth functions. With a headcount of 11-50 employees, Strategy 360 operates at the small-to-mid-sized professional services scale typical of independent Australian advisory firms.

The firm's business model is consistent with a traditional professional services revenue structure: fee-based accounting and tax services, retainer or project-based financial advisory engagements, and wealth management fees (likely including AUM-based fees, though no pricing disclosure is available). As a privately held firm with no disclosed funding rounds, investor backing, or parent company, Strategy 360 appears to be independently operated without external capital. The firm maintains a single disclosed location in Sydney, with no public evidence of multi-jurisdictional or international operations.

The underlying technology, specific product offerings, customer segments, client roster, regulatory credentials, and management team are not disclosed in the available data — the firm's website returned only a loading/verification page during data collection, leaving a significant information gap. Consequently, no claims about proprietary platforms, technology stack, AI capabilities, or competitive positioning can be substantiated from the input. Strategic intelligence on Strategy 360 is materially limited by this lack of first-party and third-party disclosures.

Name

Strategy 360

Website

https://strategy360.com.au

Company type

Private

Founded year

2007

Headcount range

11–50 employees

Short description

Strategy 360 is a Sydney-based, privately held Australian accounting, financial advisory, and wealth management firm founded in 2007, serving clients with bundled tax, advisory, and investment needs. The firm operates with 11-50 employees as an independent professional services practice.

Ownership category

akta.pro rank

Product category

Accounting & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Strategy & Corporate Development Consulting (BPAHACAA), Discretionary Portfolio Management (Retail) (FSAAAAAH)

Keywords

• Accounting services
• Financial advisory
• Wealth management
• Tax consulting
• Business advisory

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations

Core offering

Strategy 360 is an Australian accounting, financial advisory, and wealth management firm headquartered in Sydney. The firm provides professional services across these three domains to clients, operating as a small privately held practice with 11-50 employees. Services are delivered by the firm directly rather than through any technology platform or marketplace.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• Count Limited: Australian accounting and wealth services franchise network serving SMEs, accountants, and HNW clients with financial planning and wealth management. Directly comparable in the integrated accounting + wealth management model.
• Shadforth Financial Group: Australian financial advisory and wealth management firm serving mass-affluent and HNW clients with financial planning, investment advice, and superannuation services. Comparable financial planning and wealth advisory focus.
• RSM Australia: Australian arm of a global mid-tier accounting and advisory network, serving SMEs and mid-market clients with accounting, consulting, and wealth-related services. Comparable mid-market advisory focus.
• Ord Minnett: Australian private wealth management and stockbroking firm offering financial planning, investment advice, and portfolio management to HNW individuals. Comparable in the wealth management and financial advisory service line.
• HLB Mann Judd: Australian accounting, audit, and business advisory firm with strong SME and HNW clientele. Closely comparable boutique-mid positioning and integrated advisory + wealth service mix.
• William Buck: Australian accounting and advisory firm offering accounting, business advisory, and wealth management services to SMEs and HNW clients. Directly comparable multi-service offering and boutique-mid positioning.
• BDO Australia: Mid-tier Australian accounting and advisory network providing audit, tax, consulting, and wealth-related services. Comparable in the financial advisory and accounting overlap with Strategy 360, though operating at greater scale.
• Pitcher Partners: Australian accounting, advisory and wealth management firm with a similar mid-market, multi-service model across accounting, business advisory, and financial planning. Closely comparable to Strategy 360 in service mix, target client (Australian SMEs and HNW individuals), and boutique scale.

Broad incumbents

• Perpetual Limited: Major Australian wealth management, asset management and corporate trustee services firm. Operates in the wealth management and investment advisory space relevant to Strategy 360's offering but at significantly larger scale.
• KPMG Australia: Big Four professional services firm in Australia offering audit, tax, advisory and increasingly wealth management. Operates in the same accounting and financial advisory space as Strategy 360 but at vastly greater scale and breadth.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

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 Strategy 360