Koda Capital

Koda Capital

Wealth management firm providing solutions in structuring and tax, investment strategy, social capital, and family leadership. Learn more

Launch date
Employees
Market cap
-
Enterprise valuation
€136m (Public information from May 2022)
Company register number 166491961
Sydney New South Wales (HQ)

Financials

Estimates*

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Revenues, earnings & profits over time
USD2022
Revenues15.2m
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DateInvestorsAmountRound
*

N/A

Valuation: $150m

Growth Equity non VC
Total Funding-

Recent News about Koda Capital

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More about Koda Capital
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At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.

We are proud to be pioneers, offering professional services that are unencumbered by outdated ownership structures and practices. Our focus is on providing our clients with the best possible wealth management experience and tailored financial solutions that are well-informed, independent, and transparent.

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Our holistic wealth management services fall into four categories:

Structuring & Tax – Organising our clients’ portfolios through structures that deliver peace of mind.

Investment Strategy – Protecting and growing our clients’ wealth by investing their portfolios wisely and appropriately.

Philanthropy & Social Capital – Helping to achieve social good by providing expert and impartial advice to altruistic individuals and families, as well as charitable foundations.

Intergenerational Wealth – Guiding wealth through the generations so our clients’ families can build on the successful foundations laid by their predecessors.

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At Koda Capital, we are:

Proudly Independent - The financial advice we provide is genuinely independent and trustworthy, with no conflicts of interest, no favoured product alignments, and no commission-linked sales targets.

Highly Specialised - Our sole focus is private wealth management, which optimises our specialist knowledge and positions our clients' needs as our first priority.

Experienced - Our advisers and staff include some of the industry's most experienced wealth professionals, with outstanding track records in client service.

Client focused - We believe that as advisers we should be rewarded according to the strength of our client relationships and the success of our financial strategies, not by our ability to promote specific products.

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Investments by Koda Capital

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