Briefcase

briefcase.au

Sydney, New South Wales, Australia

1-10 employees

LinkedIn Profile

About Briefcase

financial technology, investment management, direct indexing, managed discretionary accounts, seperately managed accounts, personalized portfolios, technology-driven investment, financial services, low-cost etfs, multi-asset portfolios, risk-based portfolios, quantitative management, tax efficiency, client customization, transparency in holdings, scalable portfolio management, b2b, portfolio rebalancing, automated trade execution, esg filters

Briefcase's Tech Stack

AI/ML

Decision Makers at Briefcase

2 contacts

Sean Doherty

Chief Technology Officer

s***@briefcase.au Sign up to view

Josh Persky

Founder & CEO

j***@briefcase.au Sign up to view

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11 technologies detected · 2 decision makers · Emails available

Sales Outreach Angle

HubSpot users typically run inbound-led sales motions. Products that integrate with HubSpot (email automation, CRM enrichment, ABM platforms) are natural fits.

Briefcase's Position in the StackWho Database

• Briefcase is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 8,986 companies in New South Wales are in the StackWho database.
• 8,943 financial services companies are in the 1-10 employee range (same size as Briefcase).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Briefcase use?

Briefcase uses Outlook, Hubspot, Typekit, Squarespace ECommerce, Mobile Friendly, Android, and 5 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Briefcase?

StackWho has verified email addresses for 2 decision makers at Briefcase. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Briefcase directly for sales, recruiting, or partnerships.

What industry is Briefcase in?

Briefcase operates in the financial services industry, headquartered in Sydney, New South Wales, Australia. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Briefcase's contact data?

Yes. StackWho Pro members can export decision maker contact data for Briefcase and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.