Kauri Asset Management Revenue

Investment Management • Sydney, New South Wales, Australia • 1-10 Employees

Kauri Asset Management revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Kauri Asset Management

Michael Smith

Director

Company overview

Headquarters	25 Bligh St, 8.04, Sydney, New South Wales 2000, AU
Phone number	+6176604407516
Website	kauriam.com.au
NAICS	5231
Keywords	Investment, Asset Management, Financial Planning, Mortgage Broking, Us Markets, Personal Advice, Income Portfolio'S
Founded	2015
Employees	1-10
Socials

Kauri Asset Management Email Formats

Kauri Asset Management uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@kauriam.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@kauriam.com.au	100%

About Kauri Asset Management

Kauri Asset Management is a boutique asset management firm based in Sydney with more than 70 years of collective global capital markets experience. Much like the resilient and enduring Kauri tree from which we have derived our name, our goal is to help you achieve a level of financial security underpinned by sustainable investment returns. Whether it be our leading investment portfolios, or our broader wealth management and financial planning services, we pride ourselves on a holistic approach that has generated successful outcomes for a diverse range of clients including individuals, members of Trusts and SMSFs, as well as Companies. Our leading investment portfolios are tailored towards the key themes of growth investing and income investing, whereby clients may invest in one or both portfolios, including contributions from your super. Invest alongside our dedicated portfolio managers in our: International Growth Portfolio: targeting capital growth by investing in US-listed global companies that are pioneers in their field when it comes to innovation and revenue growth Australian Yield Portfolio: offering a sustainable income stream through some of the best dividend-paying companies in the world listed on the ASX that typically afford investors generous franking credits Among our other services, we can also help you with: Personal investment advice Written statement(s) of advice to achieve your financial goals Holistic advice around retail and self-managed Superannuation A wide array of personal insurance products Mortgage Broking Contact us today to see how we can help you begin your journey towards financial security.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Kauri Asset Management has never raised funding before.

Kauri Asset Management Tech Stack

Discover the technologies and tools that power Kauri Asset Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

RSS

Miscellaneous

Frequently asked questions

Kauri Asset Management is located in Sydney, New South Wales, AU.

You can reach Kauri Asset Management at +6176604407516.

Kauri Asset Management generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Kauri Asset Management has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Kauri Asset Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Kauri Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Kauri Asset Management

Michael Smith

Director

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