Insights

Strategic Partnerships Recent collaboration with Morningstar Wealth International Limited to create CITRINE signals a potential interest in expanding access to premier investment research and product customization for high-net-worth clients.

Global Client Base Serving over 7,500 international clients suggests a sizable cross-border client acquisition opportunity for complementary financial services, wealth planning, and global investment access.

Digital Engagement Tech stack includes Google Ads, LinkedIn Ads, Hotjar, and WordPress, indicating readiness for targeted digital campaigns and demand generation initiatives to attract financial advisory clients seeking transparency and trust.

Growth Potential Revenue range of 100M to 250M with a mid-sized employee base signals capacity for scalable service offerings, enterprise solutions, and premium advisory services that can be upsold to existing clients.

Talent Mobility Past leadership and consultant promotions across 2020 suggest a dynamic team with regional growth potential, presenting opportunities for training, succession planning, and global recruitment partnerships to support expansion.

Similar companies to Austen Morris Associates

Austen Morris Associates Tech Stack

Austen Morris Associates uses 8 technology products and services including Google Ads, LinkedIn Ads, Hotjar, and more. Explore Austen Morris Associates's tech stack below.

Austen Morris Associates's Email Address Formats

Austen Morris Associates uses at least 4 email formats:
Austen Morris Associates Email FormatsExamplePercentage
First.L@austenmorris.comJohn.D@austenmorris.com
94%
Last.First@austenmorris.comDoe.John@austenmorris.com
3%
First.Last@austenmorris.comJohn.Doe@austenmorris.com
1%
F.Last@austenmorris.comJ.Doe@austenmorris.com
2%

Frequently Asked Questions

What is Austen Morris Associates's official website and social media links?

Minus sign iconPlus sign icon
Austen Morris Associates's official website is austenmorris.com and has social profiles on LinkedIn.

How much revenue does Austen Morris Associates generate?

Minus sign iconPlus sign icon
As of August 2026, Austen Morris Associates's annual revenue is estimated to be $100M - $250M.

What is Austen Morris Associates's NAICS code?

Minus sign iconPlus sign icon
Austen Morris Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Austen Morris Associates have currently?

Minus sign iconPlus sign icon
As of August 2026, Austen Morris Associates has approximately 137 employees across 5 continents, including Asia, Africa and Europe. Key team members include Head Of Wealth Management Services: A. E., Managing Director At Austen Morris Associates Europe Gmbh: A. C. and Founding Senior Partner: G. M. Explore Austen Morris Associates's employee directory with LeadIQ.

What industry does Austen Morris Associates belong to?

Minus sign iconPlus sign icon
Austen Morris Associates operates in the Financial Services industry.

What technology does Austen Morris Associates use?

Minus sign iconPlus sign icon
Austen Morris Associates's tech stack includes Google Ads, LinkedIn Ads, Hotjar, WordPress, Shopify, Microsoft 365, DocuSign and DigitalOcean Web Hosting.

What is Austen Morris Associates's email format?

Minus sign iconPlus sign icon
Austen Morris Associates's email format typically follows the pattern of First.L@austenmorris.com. Find more Austen Morris Associates email formats with LeadIQ.

When was Austen Morris Associates founded?

Minus sign iconPlus sign icon
Austen Morris Associates was founded in 1994.
Austen Morris Associates logo

Austen Morris Associates

Financial ServicesShanghai, China51-200 Employees

Austen Morris Associates operates in the financial services sector as independent financial consultants who provide unbiased advice and access to leading investment management groups. The firm emphasizes long-term partnerships and tailors solutions to individual needs, aiming to support clients pursuing international investing for long-term security and goals.

Founded in 1994 and based in Shanghai, the company serves international clients and has a global client base exceeding 7,500. It is described as a mid-sized firm with a focus on trust, professionalism, and partnership. In June 2025, Austen Morris Associates announced a partnership with Morningstar Wealth International Limited to create 'CITRINE'.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Austen Morris Associates's revenue is estimated to be in the range of $100M - $250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.