Insights

Long-term Client Focus Austen Morris Associates has served over 7,500 clients globally for more than 30 years, demonstrating strong client loyalty and potential opportunities for cross-sell of advanced financial planning and wealth management services.

Strategic Partnerships Their recent collaboration with Morningstar Wealth International to create 'CITRINE' indicates openness to innovative financial solutions, presenting opportunities to introduce complementary investment analytics and technology platforms.

Digital Marketing Savvy The company's use of advanced digital tools like Google Ads, Facebook Pixel, and SEO strategies suggests they actively seek tech-driven client acquisition, which could open doors for targeted marketing collaborations or fintech solutions.

Growth and Promotions Regular promotions and new hires, such as consultants in Shanghai, show ongoing expansion and team strengthening, indicating potential needs for scalable training, CRM, and talent development solutions.

Market Position Operating in a competitive sector with similar firms earning $10M to $50M in revenue, Austen Morris Associates offers opportunities to provide differentiated technology, compliance, or international investment products to enhance their market share.

Austen Morris Associates Tech Stack

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

  • Google Ads
    Advertising
  • Facebook Pixel
    Analytics
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Shopify
    E-commerce
  • Google Fonts API
    Font Scripts
  • Yoast SEO
    Search Engines
  • Essential Addons for Elementor
    Web Platform Extensions

Austen Morris Associates's Email Address Formats

Austen Morris Associates uses at least 1 format(s):
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

Where is Austen Morris Associates's headquarters located?

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Austen Morris Associates's main headquarters is located at Austen Morris Associates, China Overseas International Center Tower B, 17th Floor, 09123, 838 S.Huangpi Road,Shanghai 200025 China, 上海市黄浦区黄陂南路838弄中海国际B座二号楼9层123室 Shanghai, Shanghai 200023, CN. The company has employees across 5 continents, including AsiaAfricaEurope.

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

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

What is Austen Morris Associates's NAICS code?

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Austen Morris Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Austen Morris Associates have currently?

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As of October 2025, Austen Morris Associates has approximately 134 employees across 5 continents, including AsiaAfricaEurope. Key team members include Head Of Wealth Management Services: A. E.Senior Partner: J. C.Senior Partner: J. H.. Explore Austen Morris Associates's employee directory with LeadIQ.

What industry does Austen Morris Associates belong to?

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Austen Morris Associates operates in the Financial Services industry.

What technology does Austen Morris Associates use?

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Austen Morris Associates's tech stack includes Google AdsFacebook PixelCloudflareRSSShopifyGoogle Fonts APIYoast SEOEssential Addons for Elementor.

What is Austen Morris Associates's email format?

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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?

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Austen Morris Associates was founded in 1994.
Austen Morris Associates

Austen Morris Associates

Financial ServicesChina51-200 Employees

Click to follow Austen Morris Associates. 
Austen Morris Associates is a trusted and transparent financial services company committed to long-term partnerships. We have over 7,500 global clients, whom we’ve been proudly consulting for over 30 years. We strive to reward the trust you have placed in us by returning the best results for you. 
At Austen Morris Associates, we know how the right financial decisions can make all the difference to your long-term security, quality of life and the realisation of your dreams. We also understand the importance of working closely with you over the long term to understand your unique needs and help to meet any challenges along the way.

Since 1994, we have been committed to the core values of trust, professionalism and partnership to the benefit of our International Clients around the world, resulting in the successful long-term relationships that are the foundation of Austen Morris Associates today. As Independent Financial Consultants, we provide unbiased advice and give you access to the world’s top investment management groups.

Our Consultants offer a wealth of experience in providing a full spectrum of financial advice. Our commitment to ensuring your peace of mind reinforces our focus on trust and partnership. By focusing on your specific needs and situation, we tailor plans to reach your financial goals while maximising the benefits of international investing.

Section iconCompany Overview

Headquarters
Austen Morris Associates, China Overseas International Center Tower B, 17th Floor, 09123, 838 S.Huangpi Road,Shanghai 200025 China, 上海市黄浦区黄陂南路838弄中海国际B座二号楼9层123室 Shanghai, Shanghai 200023, CN
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

Section iconFunding & Financials

  • $100M$250M

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

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