Australian financial-services distribution intelligence
Know your market. Know what changed. Know who to call.
ConcaveIQ maps the people, firms and products across Australian financial services. Search advisers, licensees, fund managers, funds, insurers, wholesale firms and more, track market changes and uncover new commercial opportunities.
Fresh data · Powerful search · Built for financial-services distribution teams
Updated weekly from Australian public and industry data sources.
Who uses ConcaveIQ
BD & distribution teams
Find the advisers who can actually buy your product: wholesale-serving practices, filterable by state, licensee and client base.
Explore →Advisers & portfolio builders
Search thousands of funds and managers by asset class, structure and stated FUM.
Explore →Licensees & recruiters
Track adviser movement weekly: who joined, who left, and which groups are growing or shrinking.
Explore →Institutional & allocator coverage
Map super funds, trustees, asset consultants and family-office groups in one place.
Explore →Industry service providers
Platforms, insurers and fintechs prospecting advice practices — with verified websites and office contacts.
Explore →The market doesn’t stand still.
ConcaveIQ continuously tracks changes across the Australian financial-services landscape, helping you see new entrants, adviser movements, new funds and other market activity.
A labelled universe of advisers serving wholesale and HNW clients.
Adviser movements115this weekAdvisers who joined, departed or changed licensees.
Funds & products2,492trackedProducts and managers identified from their own documents.
Tracked changes148this weekMaterial updates across ConcaveIQ entities.
From market data to commercial action
Discover
Find the people, firms and products that matter.
Search across advisers, AFSLs, funds, managers, insurers, wholesale firms and other industry participants.
Understand
See how the market fits together.
Research organisations, products and relationships across the Australian financial-services ecosystem.
Monitor
See what changed.
Track adviser movements, new firms, new products and other changes across the market.
Act
Turn intelligence into opportunities.
Build target lists, research prospects and identify organisations worth contacting.
One view of the Australian financial-services market
Advisers & Practices
Search advisers, firms, locations, licensees and adviser movements.
15,191 tracked →AFSLs & Licensees
Explore licensees, adviser networks and changes across the advice market.
Explore →Funds & Fund Managers
Find products, managers, strategies and newly identified funds.
2,492 tracked →Insurers
Research insurers and relevant entities across the Australian market.
Explore →Wholesale Firms
Discover wholesale businesses and potential distribution opportunities.
9,309 tracked →Family Offices
Identify firms operating across private wealth and family-office markets.
1,929 tracked →Super Funds & Consultants
Research institutional organisations and relevant market participants.
72 tracked →Built for people who need to understand and grow their market
Fund managers
Find advisers, wealth firms, wholesale prospects and other potential distribution relationships.
Insurers
Understand adviser networks, licensees, firms and market movements.
Wealth & financial services
Research competitors, advisers, products and organisations across the market.
Industry & service providers
Map sectors, identify organisations and discover potential members, clients or partners.
Search the market in seconds
Move from thousands of industry records to a focused list of relevant firms, people or products using structured filters and search.
Shown with illustrative data.
Request a demoBuilt around current data, not static reports
Financial-services markets change constantly. ConcaveIQ regularly refreshes its underlying data so users can see new organisations, adviser movements, new funds and other changes without waiting for the next research report.
Research faster
Generate sourced summaries and research organisations using ConcaveIQ’s underlying data and external research tools.
Find opportunities faster
Search, shortlist and research organisations across your target market, then push lists to HubSpot or Salesforce.
Developers & integrations
A keyed REST API and MCP server put the same data inside your CRM, spreadsheets and AI tools on higher plans.
Pricing
Market intelligence without the enterprise price tag
Demo access is allocated by the ConcaveIQ team — request a walkthrough and we’ll set you up on the right tier.
All plans include a one-time $2,999 access fee to activate your workspace.
Professional
Everything an individual BD, analyst or researcher needs.
- Full search, filters and movement
- Watchlists, lists and reminders
- Standard AI research allowance
- CSV exports (500 rows / month)
Professional Plus
For heavier research and data users.
- 3× AI and research allowance
- 5,000 export rows / month
- API access with usage allowance
- Priority support and early features
Team
Shared lists, segments and workflows for distribution teams.
- Everything in Professional Plus
- 5 seats, extra seats $149 / user
- Full bulk exports
- Pooled AI and API allowances, admin controls
Enterprise / Data — larger teams, bulk data access, data feeds, SSO and custom onboarding. Contact us.
See your market more clearly.
Search Australian financial services, track what is changing and turn market intelligence into commercial opportunities.