When was Perpetual founded?

Perpetual was founded in 1886 and raised its 1st funding round 134 years after it was founded.

Where is Perpetual located?

Perpetual is headquartered in Sydney, Australia.

How many employees does Perpetual have?

As of Sep 30, 2026, the latest employee count at Perpetual is 1315.

Is Perpetual a funded company?

Perpetual is a funded company, having raised a total of $***** in its 1st and only funding round, a Post IPO round on Sep 04, 2020.

When was the latest funding round of Perpetual?

Perpetual's latest funding was a $***** Post IPO round on Sep 04, 2020, with participation from 0 investor. Its primary sector is Asset Management. In Australia, the Asset Management sector has seen $256M in funding in 2026 to date.

Where does Perpetual rank among its competitors?

Perpetual ranks 168th amongst 32462 active competitors, of which 526 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Lighthouse Canton, which secured $40M in Nov, 2025.

Who are the top competitors of Perpetual?

Perpetual's top competitors include Fidelity Investments, Barclays and Morgan Stanley. Among them, Lighthouse Canton secured the most recent funding round in November, 2025.

Perpetual - 2026 Company Profile, Funding, Competitors & Financials

Company Details

Website: www.perpetual.com.au/
Social

Key Metrics

Founded Year

1886

Location

Sydney, Australia

Stage

Public

Latest Funding Round

Post IPO, Sep 04, 2020, $*****

Investors

Carlton Investments & 1 more

Ranked

168^th among 32462 active competitors

Employee Count

1,315 as on Sep 30, 2026

Investment & Acquisitions

Pendal Group & 8 more

Similar Companies

Fidelity Investments & 34772 more

Exit Details

Public

View Perpetual's full profile

Perpetual is associated with 7 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count
PERPETUAL SUPERANNUATION LIMITED CIN: 008416831 , Australia, Active	May 09, 1960	-	-
PERPETUAL SERVICES LIMITED CIN: 10136654 , United Kingdom, Active	Apr 19, 2016	-	-
PERPETUAL RESEARCH CONSULTANCY LTD. CIN: 10379473 , United Kingdom, Deadpooled	Sep 15, 2016	£0 - £1M (As on Sep 30, 2024)	1 (As on Sep 30, 2024)
PERPETUAL LIMITED CIN: 000431827 , Australia, Active	Jul 30, 1963	-	-
PERPETUAL INVESTMENT MANAGEMENT LTD CIN: 13400669 , United Kingdom, Active	May 15, 2021	-	2 (As on Dec 31, 2024)
PERPETUAL DEVELOPMENTS LTD CIN: 12117051 , United Kingdom, Active	Jul 22, 2019	-	1 (As on Jul 31, 2024)
PERPETUAL (ASIA) LIMITED UEN: 200518022M , Singapore, Active	Dec 30, 2005	-	-

Perpetual got listed on Jun 24, 1964.

Click here to take a look at Perpetual's IPO in detail

Perpetual has raised funding over 1 round. Perpetual has 2 institutional investors.

Here is the list of recent funding rounds of Perpetual:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 04, 2020	1298482	Post IPO	3354330	6865774	6277026	7377688

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Perpetual's employee count trend

Perpetual has 1,315 employees as of Sep 26. Here is Perpetual's employee count trend over the years:

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Top competitors of Perpetual include Fidelity Investments, Barclays and Morgan Stanley. Here is the list of Top 10 competitors of Perpetual, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	82/100
2nd	Barclays 1690, London (United Kingdom), Public	Provider of consumer, corporate, wealth and private banking services	-	Point Financial, Qatar Investment Authority ... & 5 others	80/100
3rd	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	$7.55M	Sagard, IFC Asset Management Company & 3 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	78/100
5th	Avendus 1999, Mumbai (India), Acquired	Corporate consultancy and advisory service provider	$178M	Gaja Capital, Fender Consultants & 27 others	78/100
6th	HSBC 1865, London (United Kingdom), Public	Provider of global banking, wealth management, and financial services solutions worldwide	-	Ping An, Annuit Coeptis Investments & 2 others	76/100
7th	Allianz 1890, Munich (Germany), Public	Financial services company specializing in insurance and asset management	-	Yixing Capital, Aviva & 1 others	75/100
8th	Lighthouse Canton 2014, Singapore (Singapore), Series C	Investment institution focused on wealth and asset management	$40M	Peak XV Partners, Nextinfinitymanagement & 2 others	75/100
9th	Wells Fargo 1852, San Francisco (United States), Public	Provider of diverse financial services and online banking	-	Edgerock Wealth, Berkshire Hathaway & 4 others	75/100
10th	Nuvama 1993, Mumbai (India), Public	Diversified of wealth & asset management services	-	Tryrock, Sanaka India	75/100
168th	Perpetual 1886, Sydney (Australia), Public	Provider of wealth management and financial advisory services	-	Carlton Investments, Argo Investments	58/100

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Perpetual has made 3 investments in companies including Royal Wolf and McGrath Estate Agents. Perpetual has also acquired 6 companies including Pendal Group and Laminar Capital.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Aug 25, 2022	Acquisition	Pendal Group	1969	Sydney (Australia)
Oct 05, 2021	Acquisition	Laminar Capital	2009	Melbourne (Australia)
Aug 13, 2021	Acquisition	Jacaranda Financial Planning	2016	Sydney (Australia)