Insights

Recent Acquisition Wilson HTM Investment Group is set to be acquired by Canaccord Genuity Group, signaling potential opportunities for cross-selling wealth management and advisory services as the integration progresses.

Strategic Collaborations The company’s deep relationships with industry-leading organizations and technology providers suggest opportunities to offer advanced fintech solutions, research tools, or operational efficiency services.

Market Positioning With a strong presence in private wealth management, corporate finance, and investment strategy, Wilsons Advisory presents prospects for tailored financial products and advisory services to high-net-worth individuals and institutional clients.

Leadership Expansion Recent high-profile appointments of senior advisors and non-executive directors indicate an openness to innovative investment strategies, potentially opening doors for strategic partnership and asset management solutions.

Technological Infrastructure Utilizing a diverse tech stack, including analytics and automation tools, offers opportunities to provide targeted technology upgrades, cybersecurity solutions, or operational consulting tailored to their current infrastructure.

WILSONS Tech Stack

WILSONS uses 8 technology products and services including Amazon Web Services, Open Graph, Microsoft 365, and more. Explore WILSONS's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • PWA
    Miscellaneous
  • PHP
    Programming Languages
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

WILSONS's Email Address Formats

WILSONS uses at least 1 format(s):
WILSONS 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's headquarters located?

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WILSONS's main headquarters is located at Level 32, Governor Macquarie Tower, 1 Farrer Place Sydney, NSW 2000, AU. The company has employees across 5 continents, including OceaniaNorth AmericaEurope.

What is WILSONS's stock symbol?

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

What is WILSONS's official website and social media links?

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

What is WILSONS's NAICS code?

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WILSONS's NAICS code is 52 - Finance and Insurance.

How many employees does WILSONS have currently?

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As of October 2025, WILSONS has approximately 223 employees across 5 continents, including OceaniaNorth AmericaEurope. Key team members include Chief Executive Officer & Managing Director: B. G.Chief Financial Officer And Company Secretary: S. S.Chief Operating Officer: J. D.. Explore WILSONS's employee directory with LeadIQ.

What industry does WILSONS belong to?

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WILSONS operates in the Financial Services industry.

What technology does WILSONS use?

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WILSONS's tech stack includes Amazon Web ServicesOpen GraphMicrosoft 365PWAPHPHSTSGoogle Tag ManagerGoogle Analytics.

What is WILSONS's email format?

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WILSONS's email format typically follows the pattern of . Find more WILSONS email formats with LeadIQ.
WILSONS

WILSONS

Financial ServicesAustralia201-500 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
Level 32, Governor Macquarie Tower, 1 Farrer Place Sydney, NSW 2000, AU
Stock Symbol
OCN.L
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $1B$10B

    WILSONS's revenue is in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    WILSONS's revenue is in the range of $1B$10B

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