Brand profile · Financial Services

Briefcase

Briefcase works in Financial Services, out of Sydney, NSW. Privately held, at briefcase.au. It holds one address on record, all in Australia. It employs 6 people, on the record. It lists financial technology and investment management among its specialties. Two Australian registrations (ABN) are candidate matches. Its latest round on record is Seed, with no amount recorded. The record links four similar brands, most of them in Investment Management.

LinkedIn

Profile live Privately Held Founded 2022 2 registry matches ABN 1 office country 1 funding round
Registry match · ABR
Counted staff
6
self-reported 2–10 band
Founded
2022
4 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
1
Seed · Feb 2024
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsThe join is a normalised name comparison against ABR. Treat every row below as a lead to verify, not as an established identity.

  • BRIEFCASE PTY LTD

    ABN38660258935

    NSWMedium confidenceMatched on exact nameABR

  • BRIEFCASE PTY LTD

    ABN62169556183

    VICMedium confidenceMatched on exact nameABR

Legal entities

Briefcase: 2 registry entitiesBriefcase is linked to 2 registry entities: BRIEFCASE PTY LTD (ABN 38660258935, candidate); BRIEFCASE PTY LTD (ABN 62169556183, candidate).BriefcaseBRIEFCASE PTY LTDABN 38660258935Candidate · Medium confidenceBRIEFCASE PTY LTDABN 62169556183Candidate · Medium confidence
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BRIEFCASE PTY LTDABN 38660258935
BRIEFCASE PTY LTDABN 62169556183
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Active personalisation is the new active investing.

Briefcase allows you to design portfolios with client, advisor & market inputs in minutes so your clients get exactly what they want.

Specialties

All 5 specialties
  • financial technology
  • investment management
  • direct indexing
  • managed discretionary accounts
  • seperately managed accounts

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AU383 George St; Sydney, NSW 2000Primary

Grid intelligence Members

Funding

Last round · 1 February 2024Amount not recordedSeed
Rounds1
Round typeSeed · venture round
Amount (USD)not recorded
Stage rank2
Investors named0
Since last round1 yr 11 mo

Funding

1 funding roundFunding timeline. Latest round 1 Feb 2024: Seed, amount not disclosed.20222026Seedamount not disclosed1 round
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Rounds1
Axis2022 to 2026
Seed · 1 Feb 2024not disclosed

Dated rounds only. The axis ends at the date this profile was last observed, not at today.

Spending power

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

Spending power

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Signals & hiring

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

Latest signal
Hiring activity
Headcount trend
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Financials

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

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

2 employee profiles on record · names withheld.

The people relation is never requested, so there is nothing here to unlock.

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FAQ

Which legal entities operate under Briefcase?

Two Australian entities on the ABR: BRIEFCASE PTY LTD (ABN 38 660 258 935) and BRIEFCASE PTY LTD (ABN 62 169 556 183). Both medium confidence.

How many people work at Briefcase?

6 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Briefcase have offices?

One address on record, Australia only. Primary: 383 George St, Sydney, NSW 2000.

Has Briefcase raised funding?

One round. Latest 1 February 2024: Seed, no amount recorded.

What does Briefcase list as its specialties?

Five tags on the brand's own list, among them financial technology and investment management.

Which companies are listed alongside Briefcase?

8 profiles list Briefcase as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Yendys Growth and RentBetter list it back.