Financial Services · New South Wales
River X is a financial services firm built to serve clients across the full spectrum of the advice landscape, from retail investors taking their first serious steps toward long-term wealth, through to sophisticated wholesale clients executing complex, high-value transactions across traditional and alternative asset classes. River X is majority-owned by its founder, preserving the independence and long-term orientation that define how we operate. The business carries a minority stake held by an ASX-listed financial services company, providing institutional credibility, balance sheet support and access to a broader network of resources, without compromising the founder-led culture that sets River X apart. This strategic partnership was announced to the ASX in April 2026, the combined group manages over $2.1b FUA with 35 Authorised advisors and specialists with offices in four major capital cities across Australia. This structure is intentional. It gives our clients the confidence of institutional backing with the responsiveness of a business where decision-makers are accessible, present and accountable. While our client base spans the full market, our heritage and the majority of our business sits firmly in the wholesale space. This matters, because it means every client, regardless of size or complexity, benefits from the same institutional-grade thinking, rigorous investment processes and experienced practitioners that wholesale clients demand. River X operates with a genuine focus on quality over volume. We build lasting relationships, not transactional ones. Whether we are helping a retail client build a long-term investment strategy or advising a wholesale investor on a complex alternative asset allocation, our standard of advice and our commitment to outcomes does not change. We believe that access to high-quality, independent financial advice should not be reserved for the largest clients. River X is built to deliver that standard across the board.