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.
FAQ
Where is Shadforth based?
Shadforth is headquartered in Australia.
When was Shadforth founded?
Founding year information for Shadforth is not publicly available.
How many portfolio companies does Shadforth have?
Shadforth has 1 portfolio company in Caplight's dataset.
What are some companies in Shadforth's portfolio?
Portfolio companies visible on Caplight include Honey Insurance.
What was Shadforth's most recent investment shown here?
Shadforth's most recent investment in this portfolio sample was in Honey Insurance in 2021.
What sectors does Shadforth focus on?
Shadforth focuses on FinTech, Real Estate & PropTech.
What company stages does Shadforth focus on?
Shadforth typically invests at the Early stage.