Insights

Strategic Acquisition Wilsons Advisory has recently been acquired by Canaccord Genuity, which indicates potential integration opportunities for financial advisory services, technology vendors, and operational support providers looking to enter or expand within the Australian market.

Innovative Investment Focus With a deep emphasis on research, global asset class inputs, and bespoke investment solutions, Wilsons presents opportunities for firms specializing in financial analytics, research technology platforms, and innovative asset management tools.

Technology Infrastructure The company's tech stack, including cloud services, Microsoft 365, and security tools like Cloudflare Bot Management, suggests a need for advanced cybersecurity, cloud management, and digital transformation solutions targeting financial service firms.

Leadership Expansion Recent high-profile hires, including veteran bankers and strategic board members, imply a focus on strengthening leadership and advisory capabilities, creating opportunities for executive recruitment services, leadership development programs, and strategic consulting.

Market Positioning Operating in a highly competitive environment with revenues in the billion-dollar range, Wilsons is positioned for growth and modernization, offering prospects for technology vendors, compliance solutions, and client engagement platforms aimed at wealth management and institutional clients.

Wilsons Advisory Tech Stack

Wilsons Advisory uses 8 technology products and services including LinkedIn Ads, Amazon Web Services, Cloudflare, and more. Explore Wilsons Advisory's tech stack below.

  • LinkedIn Ads
    Advertising
  • Amazon Web Services
    Cloud Hosting
  • Cloudflare
    Content Management System
  • Alpine.js
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Flickity
    Javascript Libraries
  • Microsoft
    Miscellaneous
  • AddThis
    Widgets

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
49%
First.Middle@wilsonsadvisory.com.auJohn.Michael@wilsonsadvisory.com.au
2%
First.Last@wilsonsadvisory.com.auJohn.Doe@wilsonsadvisory.com.au
49%

Frequently Asked Questions

Where is Wilsons Advisory's headquarters located?

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Wilsons Advisory's main headquarters is located at 32 Farrer Place Level Sydney, New South Wales 2000 Australia. The company has employees across 5 continents, including OceaniaEuropeNorth America.

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.

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 April 2026, Wilsons Advisory has approximately 166 employees across 5 continents, including OceaniaEuropeNorth America. Key team members include Chief Executive Officer & Managing Director: B. G.Chief Financial Officer And Company Secretary: S. S.Head Of Private Wealth + Investment Capability: C. S.. 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 AdsAmazon Web ServicesCloudflareAlpine.jsJSON-LDFlickityMicrosoftAddThis.

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

Financial ServicesNew South Wales, Australia51-200 Employees

Wilsons Advisory has a distinguished history in financial services that spans over 125 years. Today, the group has significant capabilities in private wealth management, corporate finance, research and investment strategy, and institutional sales.

We are domestically and globally connected, hand-picking partnerships that expand and evolve the calibre of opportunities for our clients and that ensure we attract the most accomplished people in the market to deliver these solutions. We work collaboratively, drawing on our collective strengths to exceed our clients’ expectations.

Our culture and investment capability is built on deep relationships with both our clients and industry-leading organisations. These strategic alliances enable us to access the most effective solutions across:

• The technology which underpins our execution, administration and business management.

• Research across domestic, global and multi asset class inputs to drive client outcomes.

• Operational connectivity for balance sheet strength, clearing and settlement.

Since 2015, Craigs Investment Partners has been our business partner.

At Wilsons Advisory, we think differently and delve deeper to uncover a broad range of interesting investment opportunities for our clients.

Section iconCompany Overview

Headquarters
32 Farrer Place Level Sydney, New South Wales 2000 Australia
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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