Teaminvest Private Group

What Teaminvest Private Group does

Teaminvest Private Group Limited (ASX: TIP) is an ASX-listed Australian financial institution founded in 2012 and headquartered at 80 Mount St, North Sydney. The group operates as a holding company combining licensed fund management, corporate advisory services, and a portfolio of operating companies across Australia. Its core technology is a proprietary SMaRT investment methodology applied across multiple managed funds targeting above-market returns.

The company offers five primary investment products: the Conscious Investor Fund, Financial Services Opportunity Fund, and Property Fund for wholesale investors; the Teaminvest Access Fund for retail investors; and the Corinthian Balanced Fund for NFP and charity investors. Beyond fund management, TIP provides corporate advisory services spanning asset management, property development, corporate transactions, trustee and licensing, private equity and debt structuring, and insurance advice, plus SMSF administration and NFP-specific solutions. The group's portfolio of seven operating companies includes GLT (trailers), East Coast Traffic Control, Icon Metal, Multimedia Technology, Colour Capital, Automation Group, and BizGPT, held under a long-term hold strategy.

Teaminvest generates revenue through management and performance fees on managed funds, fees from corporate advisory engagements, and earnings from its portfolio companies. It serves wholesale investors, retail investors, NFP/charity organisations, SMSF trustees, and business owners across Australia, distributed through direct sales, a self-serve investor portal, and the annual Emerging Wealth Winners Conference. Operations are conducted under a multi-entity AFSL structure spanning four licensed subsidiaries, with Teaminvest Private Group Limited operating as a Corporate Authorised Representative of Teaminvest Pty Ltd.

Name

Teaminvest Private Group

Legal name

Teaminvest Private Group Limited

Website

https://tipgroup.com.au

Company type

Public

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Short description

Teaminvest Private Group (ASX: TIP) is an ASX-listed Australian financial institution operating licensed investment funds, corporate advisory services, and a portfolio of operating companies serving wholesale, retail, NFP, and SMSF clients across Australia.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Financial Vehicles (525990)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)

Keywords

• Investment management
• Fund management
• Corporate advisory
• Wealth management
• SMSF administration

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management: Management fees and performance fees from managing investment funds including the Conscious Investor Fund, Financial Services Opportunity Fund, Property Fund, and Teaminvest Access Fund targeting wholesale and retail investors.
2. Corporate Advisory Services: Fees from providing specialised corporate advisory services including asset management, property development, corporate transactions, trustee and licensing services, private equity and debt structuring, and insurance advice.
3. Portfolio Company Earnings: Long-term hold strategy generating earnings through owned operating companies including GLT (trailers), East Coast Traffic Control, Icon Metal, Multimedia Technology, Colour Capital, Automation Group, and BizGPT.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Teaminvest Private Group operates as an ASX-listed financial institution that manages a portfolio of investment funds (including the Conscious Investor Fund, Financial Services Opportunity Fund, Property Fund, Teaminvest Access Fund, and Corinthian Balanced Fund) and delivers corporate advisory services such as asset management, property development, corporate transactions, trustee and licensing, private equity and debt, and insurance advice. The company also provides SMSF administration and NFP financial solutions, and holds long-term operating businesses including GLT, East Coast Traffic Control, Icon Metal, Multimedia Technology, Colour Capital, Automation Group, and BizGPT.

Product overview

TIP Group (ASX: TIP) is an ASX-listed financial institution operating as a holding company that acquires and manages businesses across Australia. The company offers a portfolio of investment funds (Conscious Investor Fund, Financial Services Opportunity Fund, Property Fund, Teaminvest Access Fund, Corinthian Balanced Fund), corporate advisory services (Asset Management, Property Development, Corporate Transactions, Trustee and Licensing, Private Equity and Debt, Insurance Advice), SMSF administration services, and NFP solutions. The group's portfolio companies include GLT (trailers), East Coast Traffic Control, Icon Metal, Multimedia Technology, Colour Capital, Automation Group, and BizGPT. This is a financial services and investment management company, not a technology product company.

Differentiator

Problem solved

Functional benefit

Brands

• Teaminvest Access Fund: Retail investor fund offering access to investment opportunities
• Conscious Investor Fund
• Financial Services Opportunity Fund
• Property Fund
• Corinthian Balanced Fund

Products and services

• Conscious Investor Fund A wholesale investor fund focused on ethical and conscious investing that targets returns while considering environmental, social, and governance (ESG) factors, applying the firm's proprietary SMaRT investment methodology.
• Financial Services Opportunity Fund A wholesale investor fund targeting opportunities within the financial services sector and offered with minimum investment requirements.
• Property Fund A wholesale investor fund focused on property investment opportunities and available to wholesale investors with minimum investment requirements.
• Teaminvest Access Fund A retail investment fund aiming to deliver superior capital growth through diversified investments with strong long-term growth potential, available to retail investors.
• Corinthian Balanced Fund A balanced investment fund designed for Not-for-Profit (NFP) investors to maximize their impact, combining diversified exposures within a balanced mandate.
• Corporate Advisory Services Comprehensive advisory services for business owners covering Asset Management, Property Development, Corporate Transactions, Trustee and Licensing, Private Equity and Debt, and Insurance Advice.
• SMSF Administration Services Self-Managed Super Fund administration services provided to SMSF trustees, supporting fund administration and investment decision-making.
• NFP Solutions Specialised financial solutions and advisory services for Not-for-Profit organisations, addressing regulatory compliance and tailored investment approaches for charitable entities.

Named customers2 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Nine partnerships are on record, tiered core and minor.

• ausbizcoreGTM or Marketing PartnerMedia partnership for the Emerging Wealth Winners Conference. ausbiz provides coverage of conference interviews and company features, expanding reach to broader investor audience through video content and on-demand availability.
• The Stock NetworkminorGTM or Marketing PartnerMedia partner for the Emerging Wealth Winners Conference, helping bring conversations to broader investor audience through financial media coverage.
• Magnetic AllianceminorGTM or Marketing PartnerSponsor of the Emerging Wealth Winners Conference, described as Australia's leading firm for business growth and development.
• TIP Insurance BrokingminorGTM or Marketing PartnerSponsor of the Emerging Wealth Winners Conference, providing insurance broking services within the TIP ecosystem.
• AssetoraminorGTM or Marketing PartnerSponsor of the Emerging Wealth Winners Conference, providing financial advisory services.
• Teaminvest Pty LtdcoreOthersParent company and Australian Financial Services Licence holder (AFSL 334339) that TIP operates under as a Corporate Authorised Representative (CAR 1281842).
• Conscious Capital LtdcoreOthersAFSL holder (AFSL 427216) under the TIP Group umbrella, providing financial services and products.
• TIP Wealth RE No.1 LtdcoreOthersAFSL holder (512062) providing financial services and products within the TIP Group structure.
• TIP Trustees LtdcoreOthersAFSL holder (246621) providing trustee and licensing services within the TIP Group structure.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Plato Investment Management: Australian active equities manager serving wholesale and institutional clients. Comparable in offering active long-only equity strategies and serving a similar investor base to TIP.
• Platinum Asset Management: ASX-listed active equity manager running wholesale international/global funds for Australian investors. Comparable investment philosophy, wholesale distribution model, and listed-fund structure to TIP's Conscious Investor and Financial Services Opportunity funds.
• WAM Capital: ASX-listed investment company and fund manager with multiple listed investment vehicles and an event-driven investor-engagement model. Comparable to TIP's multiple-fund platform and retail/wholesale distribution approach.
• Australian Ethical Investment: ASX-listed manager specialising in ethical/ESG investment funds. Closest direct comparable to TIP's Conscious Investor Fund, which is similarly positioned around ESG-conscious wholesale investing.

Emerging players

• Antipodes Partners: Boutique Australian active equity manager running global/long mandates for wholesale investors. Comparable active-management approach and target client segment to TIP's wholesale equity funds.
• Auscap Asset Management: Australian long/short equities boutique running funds for wholesale investors. Comparable boutique active-equities positioning and wholesale distribution to TIP's mid-sized fund platform.
• Spheria Asset Management: Boutique Australian equities manager running concentrated long-only funds for wholesale investors. Comparable active investment philosophy and wholesale client focus to TIP's boutique fund offerings.

Broad incumbents

• QIC (Queensland Investment Corporation): Large Australian investment manager offering multi-asset and direct investment capabilities to wholesale/institutional clients. Comparable to TIP's multi-strategy fund platform and property investment offering.
• Magellan Financial Group: ASX-listed Australian fund manager with flagship global equity strategies. Comparable to TIP as a listed Australian investment manager targeting wholesale and institutional clients with active equity mandates.
• Perpetual Limited: ASX-listed diversified wealth manager offering funds management, corporate trust, and SMSF services. Direct overlap with TIP's portfolio of investment funds, trustee services (TIP Trustees Ltd), and SMSF administration.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/TIPGroup_Ltd
• LinkedInlinkedin.com/company/teaminvest-private

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Teaminvest Private Group