Insights

Acquisition Target Canaccord Genuity Group has announced finalised terms for a 100 percent acquisition of Wilsons Advisory, signaling a strategic consolidation in the Australian advisory market and potential cross-sell opportunities for Canaccord's global platform and client base.

Scale Gap Focusing Wilsons Advisory operates with 51-200 employees and revenue in the one to ten billion range, indicating mid-market scale where prospective buyers or partners may seek to rapidly augment capability, product suite, or regional reach.

Wealth and Institutional Strength in private wealth management, corporate finance, research and investment strategy, and institutional sales creates cross-sell potential for integrated solution packages to high-net-worth clients and institutional customers.

Strategic Alliances Longstanding partnerships and access to technology, research, and operational connectivity position Wilsons as a platform with ready-made ecosystem leverage for collaboration, outsourcing, or white-label solutions with potential buyers or partners.

Executive Expansion Recent leadership hires and board appointments, including senior advisers and non-executive directors, highlight an opportunity to engage with governance and advisory services, mentorship programs, or integration leadership during any transitional phase.

Wilsons Advisory Tech Stack

Wilsons Advisory uses 8 technology products and services including Linkedin Insight Tag, Power BI, Open Graph, and more. Explore Wilsons Advisory's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Power BI
    Business Intelligence
  • Open Graph
    Content Management System
  • Vue.js
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • Nginx
    Web Servers

Wilsons Advisory's Email Address Formats

Wilsons Advisory uses at least 1 format(s):
Wilsons Advisory Email FormatsExamplePercentage
First.Last@wilsonsadvisory.com.auJohn.Doe@wilsonsadvisory.com.au
96%
First.Middle@wilsonsadvisory.com.auJohn.Michael@wilsonsadvisory.com.au
3%
Fir.Last@wilsonsadvisory.com.auJoh.Doe@wilsonsadvisory.com.au
1%

Frequently Asked Questions

What is Wilsons Advisory's stock symbol?

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Wilsons Advisory is a publicly traded company; the company's stock symbol is OCN.L.

What is Wilsons Advisory's official website and social media links?

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Wilsons Advisory's official website is wilsonsadvisory.com.au and has social profiles on LinkedIn.

How much revenue does Wilsons Advisory generate?

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As of July 2026, Wilsons Advisory's annual revenue is estimated to be $1B - $10B.

What is Wilsons Advisory's SIC code NAICS code?

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Wilsons Advisory's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Wilsons Advisory have currently?

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As of July 2026, Wilsons Advisory has approximately 148 employees across 5 continents, including OceaniaEuropeNorth America. Key team members include Chief Financial Officer And Company Secretary: S. S.Head Of Private Wealth + Investment Capability: C. S.Head Of Private Wealth Management Brisbane: C. H.. Explore Wilsons Advisory's employee directory with LeadIQ.

What industry does Wilsons Advisory belong to?

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Wilsons Advisory operates in the Financial Services industry.

What technology does Wilsons Advisory use?

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Wilsons Advisory's tech stack includes Linkedin Insight TagPower BIOpen GraphVue.jsJSON-LDjQueryMicrosoftNginx.

What is Wilsons Advisory's email format?

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Wilsons Advisory's email format typically follows the pattern of First.Last@wilsonsadvisory.com.au. Find more Wilsons Advisory email formats with LeadIQ.
Wilsons Advisory logo

Wilsons Advisory

Financial ServicesNew South Wales, Australia51-200 Employees

Wilsons Advisory is a financial services group based in Sydney, New South Wales, with a history spanning more than 125 years. It provides capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales. The firm emphasizes close client relationships and collaborates with leading industry partners to expand opportunities and attract experienced professionals.

Its domestic and global connections are supported by strategic alliances, including Craigs Investment Partners, which has partnered with the firm since 2015. Recent news indicates Canaccord Genuity Group has reached terms to acquire Wilsons Advisory.

Section iconCompany Overview

SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
OCN.L
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $1B - $10B

    Wilsons Advisory's revenue is estimated to be in the range of $1B - $10B

Section iconFunding & Financials

  • $1B - $10B

    Wilsons Advisory's revenue is estimated to be in the range of $1B - $10B

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