Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
19
self-reported band not used
Founded
2015
11 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
1
Seed · Feb 2021
Company type
Privately Held
self-reported
Description
CCUBE is a next generation financial planning and wealth management solution designed to support financial advisers drive efficiency and productivity in an increasingly client centric world.
CCUBE has been created with extensive out-of-the-box content which allows for rapid deployment and can also be customised to address particular requirements of your financial planning practice, and to solve specific problems faced by you and your employees on a daily basis.
CCUBE has been designed and developed using the latest technology to offer convenience and flexibility by offering:
Show all 10 entries
- Cloud based platform
- Out-of-the-box content enabling rapid deployment
- CRM with email and SMS integration
- Simple to use visual workflows with process automation
- Drag and drop document and template management
- Advice tools and monthly projections
- Data feeds and portfolio reporting
- Industry leading risk and superannuation research
- Client portal to enable real time collaboration
- An array of third party integrations……
Our clients find CCUBE to be a powerful and intuitive financial planning system that enables productivity and efficiency gains in their business and increases their clients happiness.
Specialties
All 16 specialties
- Advice Wizard
- Workflows
- Templates and Document Management
- Portfolio Mangement
- Financial Calculators
- Client Management
- Bulk Doucment Management
- Client Portal
- Out-of-the-box content
- Drag & Drop Functionality
- Open API and Third Party Integration
- Advice Tools
- SMS Integration
- Leading risk and superannuation research
- financial planning
- financial services
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU10 Barrack St; Wynyard, New South Wales 2000Primary
Grid intelligence Members
Funding
Last round · 12 February 2021Amount not recordedSeed
Rounds1
Round typeSeed · venture round
Amount (USD)not recorded
Stage rank2
Investors named0
Since last round4 yr 11 mo
Funding
Show as table · 1 funding round
| Rounds | 1 |
|---|---|
| Axis | 2015 to 2026 |
| Seed · 12 Feb 2021 | not disclosed |
Dated rounds only. The axis ends at the date this profile was last observed, not at today.
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
People & contacts
3 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
How many people work at CCUBE?
The record holds 19 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does CCUBE have offices?
One address on record, Australia only. Primary: 10 Barrack St, Wynyard, New South Wales 2000.
Has CCUBE raised funding?
One round. Latest 12 February 2021: Seed, no amount recorded.
What does CCUBE list as its specialties?
16 tags on the brand's own list, among them client management, workflows and financial planning.
Which companies are listed alongside CCUBE?
8 profiles list CCUBE as a peer — 88th percentile in IT Services & Consulting. It lists ten peers of its own. SuperRatings and IIF list it back.