ConcaveIQSign in

The Australian advice market, in focus.

Weekly snapshots of every public register — advisers, licensees, representatives, charities — resolved into one intelligence layer: who moved, who is new, which firms exist beyond the registers, and who to speak to.

Sign in

15,156retail advisers, tracked weekly
8,953wholesale-only firms & CARs
1,937funds with extracted metrics
720insurance licensees
1,929family-office clusters

Movement

Arrivals, exits and licensee switches across the Financial Advisers Register, computed weekly. Watchlists turn your patch into a digest.

Beyond the register

Wholesale-only firms, their funds and FUM, insurers, and inferred family-office groups — assembled from register signals the FAR alone doesn't carry, each with its evidence.

Who to speak to

Verified websites, office contacts, key people and one-line firm descriptions, sourced and dated. Ask-AI answers firm-level questions with live web search.

Built for distribution teams

Segment builders with region and multi-category filters, network maps of licensee and family structures, CSV everything.

ConcaveIQ · Australian adviser-market intelligence. Contains data licensed CC BY 3.0 AU by the Australian Securities and Investments Commission. Information, not financial advice.