Shadforth
Overview
Shadforth is an Australian wealth management and advisory firm that provides services including financial advice, investment strategy, portfolio management, and retirement planning for private clients, high-net-worth individuals, and organizations. It is one of Australia's largest wealth advisory firms and operates as a business within Insignia Financial. The firm's history dates back to 1924, with the modern entity formed in 2008 through a merger of 14 firms. In 2020, the name was officially shortened from Shadforth Financial Group to Shadforth. While primarily a wealth advisor, the firm also participates in direct investments, such as the seed funding for Honey Insurance.
Portfolio Companies
1
Website
sfg.com.auInvestments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Honey Insurance | Jun 2021 | Seed | Lead |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.