Bell Potter Securities
Overview
Bell Potter Securities is an Australian stockbroking, investment, and financial advisory firm that provides a comprehensive range of financial services to individuals, institutions, and corporations.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Saluda Medical | Dec 2025 | IPO | Lead |
| One Task Solutions | Jun 2019 | Series A | Co-investor |
| Kyckr | Jun 2018 | Follow-on Offering | Lead |
| TRAVLR | Oct 2021 | VC Round | Co-investor |
| Play Travel | Sep 2021 | Early Funding | Co-investor |
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Key People
Dean Surkitt
managing director retail
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Bell Potter Securities based?
Bell Potter Securities is headquartered in Melbourne, Australia.
When was Bell Potter Securities founded?
Bell Potter Securities was founded in 1970.
How many portfolio companies does Bell Potter Securities have?
Bell Potter Securities has 11 portfolio companies in Caplight's dataset.
What are some companies in Bell Potter Securities's portfolio?
Portfolio companies visible on Caplight include Saluda Medical, One Task Solutions, Kyckr, TRAVLR, Play Travel.
What was Bell Potter Securities's most recent investment shown here?
Bell Potter Securities's most recent investment in this portfolio sample was in Saluda Medical in 2025.
What sectors does Bell Potter Securities focus on?
Bell Potter Securities focuses on Frontier & Industrial Tech, Healthcare & Life Sciences, Frontier & Industrial Tech, Crypto & Web3, Consumer & Commerce, Enterprise Software, Mobility, Transportation & Logistics, FinTech, Healthcare & Life Sciences, Consumer & Commerce, Consumer & Commerce, FinTech, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software, Frontier & Industrial Tech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Energy & Sustainability.
What company stages does Bell Potter Securities focus on?
Bell Potter Securities typically invests at the MultiStage stage.