Alteris Financial Group
Overview
Alteris Financial Group is a privately-owned financial services firm based in Sydney, Australia, specializing in wealth management, financial advice, accounting, and aged care financial advice. The firm holds Australian Financial Services License (AFSL) No. 402370 and operates with a team of 11-50 employees. Alteris has offices in Sydney and Brisbane, providing comprehensive financial services to individuals and families across generations. The firm's investment focus encompasses various asset classes, including fixed income, private equity, real estate, and venture capital. Alteris engages in investments at multiple stages, from seed and early-stage funding to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily on Australia, serving clients across the country. Alteris Financial Group's investment philosophy centers on providing tailored financial solutions to meet clients' unique needs, aiming to grow and preserve wealth through strategic planning and informed decision-making. The firm emphasizes a holistic approach to financial management, integrating investment strategies with comprehensive financial advice to ensure clients' long-term financial well-being.
Portfolio Companies
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Frequently asked questions about Alteris Financial Group
What sectors does Alteris Financial Group invest in?
Alteris Financial Group invests in Financial Services, Wealth Management, Accounting and Aged Care Financial Advice, and is based in Dawes Point, Australia. Alteris Financial Group is listed as a private investment firm in the ConnectSafely investor database.
What stage does Alteris Financial Group invest at?
Alteris Financial Group backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Alteris Financial Group invest in?
Alteris Financial Group invests across Australia.
Who are the partners at Alteris Financial Group?
Team members listed for Alteris Financial Group include Lisa Fuentes (Chief Operating Officer) and Carl Dennis (Chief Risk Officer (CRO)).
What companies has Alteris Financial Group invested in?
Alteris Financial Group's portfolio includes Macquarie Group, First Sentier Investors, Stewart Investors, FSSA Investment Managers, Igneo Infrastructure Partners and AlbaCore Capital Group.
How do I contact Alteris Financial Group?
Alteris Financial Group's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
