Equity Story
Financial Services
Au
12 employees
- Employees
- 12
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Equity Story Overview
- Headquarters
- Au
- Website
- equitystory.com.au
- Industry
- Financial Services
- Employees
- 12
- Founded
- 2014
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Equity Story
Proudly part of an ASX listed Group, Equity Story is a premier Australian investment advisory firm dedicated to empowering individuals and institutions to achieve financial success through actionable insights, expert market analysis, and educational resources. Specializing in ASX-listed equities, Equity Story has built a strong reputation for its innovative approach to investment, delivering tailored strategies that combine technical expertise with fundamental research. Founded with the mission to simplify investing, Equity Story bridges the gap between professional-grade market research and retail investor accessibility. The company caters to a wide range of investors, offering solutions that align with diverse goals, whether it’s active trading, long-term portfolio growth, or accessing exclusive investment opportunities. Why Choose Equity Story? > Proven Track Record: Equity Story’s strategies consistently outperform benchmarks, offering clients confidence in their investment decisions. Proprietary > Approach: By blending technical and fundamental analysis, the company delivers a unique edge in identifying and capitalizing on market opportunities. > Client-Centric Philosophy: Equity Story prioritizes transparency, accessibility, and support, ensuring every client receives the tools and insights needed to succeed. Whether you’re a seasoned investor or just beginning your journey, Equity Story offers the expertise, resources, and community to help you navigate the market and achieve your financial goals.
Equity Story Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Equity Story Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Peter Kopetz | Equities Research Analyst | Greater Brisbane Area, Australia |
Email
Phone
|
| Sara Echavarria | Company Coordinator - Administrative | Coogee, New South Wales, Australia |
Email
|
| Brendan Gow | Founder, Global Head & Executive |
View
|
|
| Shane White | Chief Executive Officer | The Rocks, New South Wales, Australia |
View
|
Employees by Management Level
Executive
2 profiles
Manager
2 profiles
Individual contributor
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 1 |
Compare Similar Companies to Equity Story
Shaw and Partners
Financial Services
Baker Young Limited
Financial Services
Maqro
Financial Services
Asset Management Group & Family Office Private Investments
Investment Management
Capital Haus Group
Investment Management
Morgans Chalk Capital
Financial Services
Invesight Capital
Investment Management
BrandBridge People
Staffing And Recruiting
The Aussie Advisor
Investment Management
The Equity Story
Venture Capital And Private Equity Principals