E&P Financial Group

E&P Financial Group is a financial services firm that specializes in wealth management and advisory services. The company provides a range of offerings, including financial planning, investment advice, stockbroking, and superannuation fund administration. Additionally, E&P Financial Group manages investment companies and schemes, and offers responsible entity services for managed investment schemes. The firm also provides advisory services to corporate clients regarding equity and debt capital market transactions. Its operations are structured into several segments, namely E&P Wealth, E&P Capital, and E&P Funds, and it serves clients across Australia, the United States, and Hong Kong.

Paul Ryan

Managing Director and CEO, E&P Wealth

1 past transactions

Openmarkets

Venture Round in 2021
Openmarkets is an independent retail brokerage firm based in Australia, recognized as the largest of its kind in the country. The company specializes in providing a range of services, including white-labeled technology solutions, risk management, consultation, and customer relationship management (CRM) services. By offering these tailored solutions, Openmarkets enables other financial institutions and businesses to enhance their trading capabilities and engage more effectively with their clients.
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