Capstone Financial Planning - Crunchbase Company Profile & Funding

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Overview

Capstone Financial Planning

Growth Score

34

Heat Score

92

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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See more interactive data and historical milestones on desktop for the best experience

About Capstone Financial Planning

CB Rank

182401

Capstone Financial Planning is a financial planner that provides business growth services.

Acquired by

Founded

obfuscation

Private

Melbourne, Victoria, Australia

www.capstonefp.com.au

Financial Services

Service Industry

Details

Legal Name

Capstone Financial Planning Pty Ltd.

Operating Status

Active

Company Type

For Profit

Phone Number

1300-306-900

Contact Email

info@capstonefp.com.au

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tier 1 Authorisation

Provides basic authorisation for accountants to advise on setting up or winding up SMSFs and basic superannuation advice without specific product recommendations.

Tier 2 Authorisation

Enables accountants to provide broader financial advice including SMSF setup and winding up, plus class of product advice on managed investments, personal insurance, and securities.

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Financials

M&A Details

Capstone Financial Planning

was acquired by

on

obfuscation

.

Transaction Name

Capstone Financial Planning acquired by Picturewealth

Acquired by

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Jun 17, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

767

117.28%

in past month

Interest Signals

Topic	Surge Score
Amazon (AMZN)	100
Innovation	89

Actively Used Products

18

Capstone Financial Planning

uses

18

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

23

Capstone Financial Planning

is actively using

23

technologies for its website, according to BuiltWith. These include

IPhone / Mobile Compatible

,

, and

.

Lists Featuring This Company

Lists Featuring This Company

Australia Acquired Companies With More Than 10 Employees

1,758 Number of Organizations • $34.1B Total Funding Amount • 801 Number of Investors

Asia-Pacific (APAC) Finance Companies (Top 10K)

9,761 Number of Organizations • $437B Total Funding Amount • 9,153 Number of Investors

Finance Acquired Companies With Less Than $10M in Revenue

837 Number of Organizations • $26.4B Total Funding Amount • 1,725 Number of Investors

Australasia Companies With Fewer Than 50 Employees (Top 10K)

9,894 Number of Organizations • $39.9B Total Funding Amount • 10,809 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Capstone Financial Planning

's headquarters?

Capstone Financial Planning

is located in

Melbourne, Victoria, Australia

.

Who are

Capstone Financial Planning

's competitors? Alternatives and possible competitors to

Capstone Financial Planning

may include

,

Spark Financial

, and

.