Brand profile · Investment Management

Agentia Managed Accounts

Agentia Managed Accounts works in Investment Management, out of Woolloongabba, QLD. Ownership is privately held; it publishes at agentia.com.au. It holds one address on record, all in Australia. The record counts 1 person. Tagged investment and Managed Accounts. The record links two similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2011 1 office country

Key facts

Counted staff
1
self-reported band not used
Founded
2011
15 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Agentia is a provider of quality managed account-based solutions designed to meet your client’s needs. Our solutions provide all of the efficiencies of an MDA and more, without the licensing requirements or the legislative complexity.

We collaborate with great advice businesses to build and implement our cutting-edge managed account solutions to drive your advice business to the next level.

The Agentia Managed Account-Based Solutions were born after a group of highly experienced financial advisors became increasingly discontent about the costs and inefficiencies associated with existing investment platforms and research providers. We needed to find a better way of investing.

Specialties

All 1 specialty
  • Investment and Managed Accounts

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 1; 32 Logan Rd; Woolloongabba, QLD 4102Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

FAQ

How many people work at Agentia Managed Accounts?

The record holds 1 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Agentia Managed Accounts have offices?

One address on record, Australia only. Primary: Level 1, 32 Logan Rd, Woolloongabba, QLD 4102.

Has Agentia Managed Accounts raised funding?

None linked to this brand.

What does Agentia Managed Accounts list as its specialties?

One tag on the brand's own list, among them Investment and Managed Accounts.

Which companies are listed alongside Agentia Managed Accounts?

2 profiles list Agentia Managed Accounts as a peer — 67th percentile in Investment Management. It lists two peers of its own. Integrate Finance and Presidio Group list it back.

What is Agentia Managed Accounts's website?