Resonant Asset Management

What Resonant Asset Management does

Resonant Asset Management is a privately held Australian boutique investment research and consulting firm, founded in 2017 and headquartered in Sydney with a secondary office in Perth. The firm operates under an Australian Financial Services Licence (AFSL 511759) and serves two primary client segments: wealth managers and advisory firms, on one hand, and fund managers, dealer groups, and financial planning firms, on the other.

Its core products fall into two streams. The Managed Accounts offering delivers institutional-grade portfolio management expertise to wealth and advisory firms, enabling them to build and operate tailored managed account programs with ongoing portfolio management and value-proposition support. The Research & Consulting offering provides investment research and consulting services spanning quantamental process design and implementation, governance, client communication, portfolio analytics, risk management, and selective full outsourcing of analytical functions; engagements range from project-based work to long-running mandates.

Resonant employs a 'quantamental' investment approach that combines quantitative and fundamental analysis, supported by proprietary valuation and sentiment tools such as the ASX Gold Miners Valuation Model and a Risk Sentiment Indicator for Australian Equities. The business model is B2B enterprise in nature, with direct sales to wealth managers, dealer groups, fund managers, and financial planning firms across Australia, increasingly delivered through long-term partnership structures including Private Label SMA Solutions where advisory firms participate in mandate setting and investment committee roles. Pricing is negotiated rather than publicly disclosed, and the firm has not raised external capital nor disclosed revenue, headcount, or M&A activity.

Name

Resonant Asset Management

Legal name

Resonant Asset Management Pty Ltd

Website

https://resonantam.com.au

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Resonant Asset Management is an Australian boutique that delivers quantamental managed account portfolio solutions and investment research/consulting services to wealth managers, advisory firms, fund managers, dealer groups, and financial planning firms across Australia under an AFSL-regulated framework.

Ownership category

akta.pro rank

Product category

Asset Management & Investment Research

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Managed account solutions
• Investment research consulting
• Portfolio management services
• Wealth management advisory
• Quantamental investment process

Headquarters

HQ city

City Of Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Managed Accounts Services: Ongoing management of managed account portfolios for wealth managers and advisory firms. The firm partners with clients for the long term, providing institutional grade portfolio management expertise.
2. Research and Consulting Services: Investment research and consulting services for wealth managers, dealer groups, financial planning firms, and fund managers. Services include process design and implementation, governance, client communication, portfolio analytics, and risk management. Can range from project-based work to complete outsourcing of analytical functions.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Resonant Asset Management provides managed account portfolio solutions and investment research and consulting services for wealth managers, advisory firms, dealer groups, financial planning firms, and fund managers. The firm applies a proprietary quantamental investment approach, combining quantitative and fundamental analysis, to construct and manage tailored managed account portfolios and to support clients with process design, governance, client communication, portfolio analytics, and risk management.

Product overview

Resonant Asset Management is an investment research and consulting firm that operates two core offerings: Managed Accounts and Research & Consulting. The Managed Accounts service provides institutional grade portfolio management expertise to assist wealth managers and advisory firms in building out and implementing tailored managed accounts, offering ongoing portfolio management and business support. The Research & Consulting service advises on all aspects of portfolio construction and investing, from process design to implementation, governance, client communication, portfolio analytics and risk management. The firm utilizes a 'quantamental' investment approach combining quantitative and fundamental analysis methods.

Differentiator

Problem solved

Functional benefit

Products and services

• Managed Accounts Institutional-grade portfolio management services for wealth managers and advisory firms, providing tailored managed accounts with ongoing portfolio management, business value proposition support, and long-term partnership-based delivery. Includes private label SMA solutions where advisory businesses can set investment mandates and sit on investment committees.
• Research & Consulting Investment research and consulting services for wealth managers, dealer groups, financial planning firms, and fund managers. Covers design, development, and implementation of quantamental investment processes; portfolio construction; process design and implementation; governance; client communication; portfolio analytics; and risk management. Engagements range from bespoke project-based work to complete outsourcing of analytical functions.

Quantifiable outcome

• ASX Gold Miners sector identified as undervalued historically correlated with over 20% outperformance on 12-month forward basis

Named customers4 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 indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Milliman: Global actuarial and investment consulting firm with a significant Australian practice serving super funds and institutional investors. Comparable in investment consulting to institutional clients with broader actuarial capability.
• Mercer: Global investment consulting powerhouse (Marsh McLennan) with major Australian operations serving super funds, institutional clients, and large advice groups. Comparable institutional consulting capability but at global scale and a far broader service portfolio.
• Willis Towers Watson: Global advisory firm with Australian investment consulting and actuarial capabilities serving institutional asset owners. Comparable in serving large Australian institutional clients with investment advice and research.
• Russell Investments: Global investment solutions provider (manager research, multi-asset, OCIO) with Australian operations serving institutional and advice clients. Comparable in delivering outsourced portfolio solutions to advisers, though at far greater scale and global reach.
• Cambridge Associates: Global investment consulting firm serving endowments, foundations, and pension plans with manager research and portfolio construction. Comparable to Resonant's higher-end institutional consulting work but operating at a much larger global scale.
• Morningstar Australia: Subsidiary of global Morningstar, Inc., offering investment research, data, and managed account services to Australian advisers. Overlaps with Resonant's research and managed account proposition but at much greater scale and breadth.

Direct peers

• Zenith Investment Partners: Australian investment research and managed account provider serving financial advisers and dealer groups. Closely comparable in product mix (research + managed accounts) and target client base (advice businesses).
• Frontier Advisors: Australian investment consulting firm serving institutional investors, super funds, and large asset owners. Comparable to Resonant's institutional consulting and asset allocation advisory work for fund managers.
• Lonsec: Leading Australian investment research and ratings provider for financial advisers and wealth managers. Directly comparable to Resonant in serving advice groups with research, model portfolios, and managed account research support.
• JANA Investment Advisers: Australian investment consulting and research firm providing investment advice, portfolio construction, and manager research to institutional and advice clients. Highly comparable to Resonant's research and consulting offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/resonant-asset-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Resonant Asset Management