Capella Advisory

Capella Advisory is a Sydney-based boutique licensee advisory firm supporting entrepreneurial private advisory businesses that serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Founded in response to a need for stronger support in the private advisory market, the firm partners with advisory practices seeking to grow and deliver exceptional client experiences.

Capella offers tailored support services, resources and expertise to help firms expand their client base, strengthen their service offerings and improve operational efficiency. Its network connects member firms with other professionals working in the HNW and UHNW sectors, while collaboration and shared learning help practices develop and differentiate their offering. Capella also supports business growth and succession planning.

The firm seeks partners with experience managing HNW and UHNW portfolios, a client-focused culture, a collaborative approach and a commitment to growth. Its values—curiosity, courage, connection and compassion—reflect an emphasis on transparent communication, listening and solutions shaped around each firm’s needs. Capella positions its work as a long-term partnership focused on helping advisory firms build capability and pursue lasting success.