Brand profile · Financial Services

Forte Asset Solutions

Forte Asset Solutions runs a Financial Services operation from Melbourne CBD, Victoria. Ownership is privately held; it publishes at forteasset.com.au. It holds one address on record, all in Australia. The record counts 3 people. The record links nine similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2011 1 office country

Key facts

Counted staff
3
self-reported 2–10 band
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

Forte Asset Solutions specialise in helping financial service business owners buy, sell and grow through M&A and consulting services.

M&A

We were the first Australian M&A specialist dedicated to the financial services industry and have been lead advisors in over 150 transactions. We pride ourselves on matchmaking culturally aligned buyers and sellers with 98% of our clients receiving full payment beyond the first initial instalment.

We have a vast network of over 6000 subscribers and are highly regarded as public speakers and presenters at a variety of well-known industry conferences on the subject matters of valuation, M&A, succession, pricing and growth strategies.

Licensing

Our specialist licensing division is dedicated to assisting advisers find appropriate licensing solutions for their business.

Consulting

We have partnered with other like-minded service providers to service the needs of clients seeking practice improvement, business advisory servicing, finance, transition service, legal services and accounting especially in the area of CGT advice. Our consulting division is made up of industry subject matter experts who are all business owners focused on providing up to date information on their area of expertise and assisting financial services business owners to grow.

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

  • AU99 Queen St; Melbourne CBD, Victoria 3000Primary

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Spending power

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Spending power

Signals & hiring

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

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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.

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FAQ

How many people work at Forte Asset Solutions?

The record holds 3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Forte Asset Solutions have offices?

One address on record, Australia only. Primary: 99 Queen St, Melbourne CBD, Victoria 3000.

Has Forte Asset Solutions raised funding?

None linked to this brand.

Which companies are listed alongside Forte Asset Solutions?

8 profiles list Forte Asset Solutions as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Datt Capital lists it back.

What is Forte Asset Solutions's website?