BT | Company Profile - Revenue, Headcount, Tech Stack, Contacts
BT Financial Group, based in Sydney, is an Australian wealth management company founded in 1969.
Industry & Market
Funding Information
Headcount Distribution
By Department
Department Breakdown
Keywords & Focus Areas
Overview
BT Financial Group, based in Sydney, is an Australian wealth management company founded in 1969. It specializes in helping customers protect, manage, and grow their wealth through a range of financial advisory services, superannuation, investments, insurance, and wealth platforms. The company operates primarily in Australia and New Zealand as a subsidiary of Westpac, integrating various heritage brands to enhance its offerings.
BT provides comprehensive wealth management solutions, including investment management and superannuation options for long-term growth. Its wealth platform, BT Panorama, offers integrated services for superannuation, investments, insurance, and financial planning. The company also supports financial advisers with technology-driven tools and has recently partnered with SS&C Technologies for unit registry services. With an ongoing focus on adapting to customer needs, BT aims to deliver quality financial advice and support to retail customers and the advice industry.
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Contact
Technology Stack
Analytics & Tracking
Social & Marketing
Database & Backend
Cloud & Infrastructure
Productivity
How to sell to BT
Buyer Teams to Target
Investment & Wealth Management
Head of Investment Platforms, Wealth Management Director, Superannuation Product Manager, Portfolio Analyst, Financial Adviser Support Lead, Private Banking ManagerTechnology & Digital Transformation
Chief Technology Officer, Head of Digital Platforms, IT Operations Manager, Cloud Solutions Architect, Data Engineering Lead, Cyber Security ManagerRisk, Compliance & Finance
Chief Risk Officer, Head of Compliance, Chief Financial Officer, Risk Analytics Manager, Finance Transformation Lead, Reporting & Controls AnalystSales, Marketing & Client Engagement
Head of Distribution, Growth Marketing Manager, Sales Enablement Lead, Partnerships Manager, Customer Experience Director, Client Success LeadWhat they buy
- Enterprise wealth management platforms
- Financial planning and advice software
- Investment analytics and reporting tools
- Cloud infrastructure & hosting services
- Client engagement and CRM solutions
- Regulatory compliance and risk management systems
- Cyber security services
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| xxxxx | $93742 | 55 | Private | - | 686 | xxxxx |
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