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Insignia Financial is a leading, vertically integrated Australian wealth management and superannuation platform serving individual and institutional investors, employers and financial advisors.
Overview
Location
Australia, New South Wales, Sydney
Investors 2
| Date | Name | Website |
| Sign up to see | Sign up to see | Sign up to see |
| Jul 10, 2026 | CC Capital | cc.capital |
Mentions in press and media 10
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| May 14, 2025 | Bain Capital pulls out of takeover race for Australia's Insignia | Insignia Financial on Wednesday said Bain Capital has pulled out of making a binding bid for the Australia-based wealth management firm, citing volatility in global capital markets. |
| Feb 5, 2025 | Brookfield joins Bain, CCCP in race for Australia's Insignia Financial | Insignia Financial said on Wednesday that Brookfield has thrown its hat into the ring for the Australian money manager, offering to match bids of A$3 billion ($1.9 billion) from Bain Capital and CC Capital Partners. |
| Jan 13, 2025 | Bain Capital ups bid for Australia's Insignia to $1.8b, matching CC Capital | Australia’s Insignia Financial said on Monday that private equity firm Bain Capital has sweetened its bid for the 178-year-old wealth manager, now valuing it at A$2.87 billion ($1.76 billion), matching CC Capital’s bid as the bidding war he... |
| Jan 6, 2025 | Australia's Insignia Financial gets $1.8b takeover bid from CC Capital Partners | Australia’s Insignia Financial said on Monday it has received a takeover bid from CC Capital Partners to acquire the 178-year-old money manager for A$2.87 billion ($1.78 billion). The company had earlier been approached by Bain Capital with... |
| Dec 18, 2024 | Bain's $1.7 bln offer rebuffed by Australia's Insignia on valuation concerns | Bain's $1.7 bln offer rebuffed by Australia's Insignia on valuation concerns By Rishav ChatterjeeDecember 18, 202412:24 AM UTCUpdated ago Text Small Text Medium Text Large Text Share X Facebook Linkedin Email Link Logo of Bain Capital is sc... |
| Dec 18, 2024 | Bain's $1.7b offer rebuffed by Australia's Insignia on valuation concerns | Australia’s Insignia Financial has rejected Bain Capital’s A$2.67 billion ($1.69 billion) takeover bid, saying the offer does not provide fair value to its shareholders, creating a barrier for the buyout giant’s Asia expansion plans. Bain h... |
| Dec 13, 2024 | Bain Capital offers to buy Australia's Insignia Financial for $1.7b | Australia’s Insignia Financial said on Friday it has received a non-binding takeover all-cash proposal from private equity Bain Capital, valuing the 178-year-old wealth manager at A$2.67 billion ($1.70 billion). |
| Dec 11, 2024 | SS&C Technologies: A Rising Star in Global Finance | In the bustling world of finance, SS&C Technologies Holdings, Inc. is carving out a significant niche. Founded in 1986, this Windsor, Connecticut-based company has transformed from a small software provider into a global powerhouse. Wit... |
| Dec 10, 2024 | SS&C Signs Agreement with Insignia Financial | WINDSOR, Conn., Dec. 10, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced an initial agreement with Insignia Financial (Insignia) to deliver superannuation member administration services. Insignia Fin... |
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FAQ about Insignia Financial Ltd.
Who has invested in Insignia Financial Ltd.?
Parsers VC lists 2 investors of Insignia Financial Ltd., among them CC Capital.
What has the press written about Insignia Financial Ltd.?
Parsers VC has collected 10 articles mentioning Insignia Financial Ltd., among them “Bain Capital pulls out of takeover race for Australia's Insignia” (May 14, 2025) and “Brookfield joins Bain, CCCP in race for Australia's Insignia Financial” (Feb 5, 2025).
Is Insignia Financial Ltd. still active?
Yes, Insignia Financial Ltd. is active; its latest activity on Parsers VC dates from Aug 21, 2026.