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Company · Wealth management general

Beyond Securities

As of 3 November 2026, Beyond Securities has 10 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name Microsoft Excel, Microsoft PowerPoint and Adobe Creative Cloud as the tools the team works in.

As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Melbourne, Australia2-10 employees500K-2M revenue, est.B2Cbeyondsecurities.com ↗
Headquarters
Melbourne, Victoria, Australia
Employees
2-10 employees (estimated)
Sells to
individual investors, retail clients
Certifications on site
Site languages
EN
Career system
Ownsite_html
10open roles · 0 new in 30 days
10tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Beyond Securities in one screen

Read from beyondsecurities.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Beyond Securities does

Beyond Securities is a wealth management and investment advisory service that provides personalized financial planning, portfolio construction, tax planning, and retirement and estate planning for clients. It offers individual, joint, company, and trust accounts, plus self-managed super fund (SMSF) services and exclusive pre-IPO investment opportunities.

individual accountsjoint accountscompany accountstrust accountsself-managed super fund (smsf)
Whom it sells to

Named on the site: individual investors, retail clients.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 593 scored.

hmh AdvisoryAustralia · 51-200 employeesglobalsavingsbk.comUnited States · 51-200 employeesMidwest TrustUnited States · 51-200 employeesAmerican Century InvestmentsUnited States · 1001-5000 employeesARHAM FINSERVEUnited States · 51-200 employeesSammons Retirement SolutionsUnited States · 1001-5000 employees
03Tech stack, with the evidence

What Beyond Securities says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Microsoft ExcelFinance & accounting · medium confidence · 4 postings
• Proficiency in Excel, PowerPoint, Bloomberg or FactSet.
US Market Research Associate · first seen 2026-10-28
Microsoft PowerPointFinance & accounting · medium confidence · 2 postings
• Proficiency in Excel, PowerPoint, Bloomberg or FactSet.
US Market Research Associate · first seen 2026-10-28
Adobe Creative CloudMarketing & communications · medium confidence · 1 posting
• Experience with Canva, Adobe Creative Suite, or Google Analytics.
Marketing Assistant – Financial Services · first seen 2026-10-28
Bloomberg TerminalMarketing & communications · medium confidence · 1 posting
• Proficiency in Excel, PowerPoint, Bloomberg or FactSet.
US Market Research Associate · first seen 2026-10-28
CanvaMarketing & communications · medium confidence · 1 posting
• Experience with Canva, Adobe Creative Suite, or Google Analytics.
Marketing Assistant – Financial Services · first seen 2026-10-28
FactSetMarketing & communications · medium confidence · 1 posting
• Proficiency in Excel, PowerPoint, Bloomberg or FactSet.
US Market Research Associate · first seen 2026-10-28
Google AnalyticsMarketing & communications · medium confidence · 1 posting
• Experience with Canva, Adobe Creative Suite, or Google Analytics.
Marketing Assistant – Financial Services · first seen 2026-10-28
HootsuiteMarketing & communications · medium confidence · 1 posting
• Experience with HubSpot, Mailchimp, or Hootsuite.
Marketing and Communications Specialist · first seen 2026-10-28
HubSpotMarketing & communications · medium confidence · 1 posting
• Experience with HubSpot, Mailchimp, or Hootsuite.
Marketing and Communications Specialist · first seen 2026-10-28
MailchimpMarketing & communications · medium confidence · 1 posting
• Experience with HubSpot, Mailchimp, or Hootsuite.
Marketing and Communications Specialist · first seen 2026-10-28
On the website or in DNS

Vendors whose code loads on beyondsecurities.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

Cloudflareseen on beyondsecurities.com
zoho_mailseen on beyondsecurities.com
04Hiring

10 open roles, 0 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in Australia →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Beyond Securities, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Beyond Securities to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Beyond Securities

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 593 scored.

hmh AdvisoryWealth management general · Australia51-200 employees
globalsavingsbk.comRetail & commercial banks · United States51-200 employees
Midwest TrustWealth management general · United States51-200 employeesAmerican Century InvestmentsWealth management general · United States1001-5000 employees
ARHAM FINSERVEWealth management general · United States51-200 employees
Sammons Retirement SolutionsWealth management general · United States1001-5000 employees
07Profile

From the company's own website

Legal nameBeyond Securities
IndustryBusiness & finance services · Wealth management general
Offeringsindividual accounts · joint accounts · company accounts · trust accounts · self-managed super fund (smsf)
Target customersindividual investors · retail clients
Geographic scopeunknown · also United States
Reviews found
Public contact points1 role addresses · 1 phone numbers
Pages readpricing, home, contact, careers, services
Datescrawled 2026-09-11 · profiled 2026-09-12 · hiring built 2026-11-02
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Beyond Securities (Melbourne, Australia, 2-10 employees) has 10 open roles, 0 new in 30 days, and names 10 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/beyondsecurities.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from beyondsecurities.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Ownsite_html career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Beyond Securities: questions

Does Beyond Securities use Microsoft Excel?

Yes, by the company's own words: 4 postings name it, first seen 2026-10-28, in the finance & accounting team.

Is Beyond Securities hiring?

10 open roles as of 3 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From beyondsecurities.com itself: we crawled it on 2026-09-11, built the profile on 2026-09-12, and read its career site (Ownsite_html) hourly since. Headcount is from LinkedIn.

Who should I write to at Beyond Securities?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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