Netwealth
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Location
Headquarters: Melbourne, Victoria, Australia, Oceania
Region: Victoria
Country: AU
Continent: Oceania
About
Netwealth provides adviser and personal wealth management solutions in Australia, offering a technology-driven platform for managed accounts, investment options, superannuation, and wrap services. They serve financial advisers and investors with tools, online features, and product suites designed to streamline administration, portfolio construction, and client reporting. The company emphasizes Next gen wealth and investment technology with a broad suite of services including Wealth Accelerator, Super Accelerator, and Netwealth GSS funds and models. Based in Australia, Netwealth positions itself as a partner for advisers and individuals seeking control and efficiency in wealth management.
Netwealth Group Limited provides wealth administration and technology solutions to financial advisers and investors in Australia. The company operates a cloud-based platform for managed accounts, superannuation, and wrap services, generating revenue through software fees and external investment management. Its primary customers are financial planning professionals seeking efficient portfolio const
1999
for_profit
active
Industries
Primary Industry: Finance
Categories
Funding & Financials
970500000
50m-100m
ipo
NWL
asx
Founders
Michael Heine
Leadership
Technology Stack
Products
Netwealth Super Accelerator: A superannuation solution allowing individuals to manage their superannuation with control over investment choices and account management.
Self Managed Super Fund (SMSF) Solutions: Services and tools to establish and manage Self Managed Super Funds, including administration, reporting, and investment management.
Investment Accounts: Online investment accounts that centralize and consolidate administration, reporting, and transactions for various investment types.
Online Portfolio Management Tools: Digital tools that allow users to buy, sell, track investments, manage contributions, and set up income or pension plans in one online platform.
Performance Reporting Suite: A set of online reports that monitor portfolio performance, asset allocation, and investment activity to help users track and set investment goals.
Investment Research Tools: A library of resources including financial news, ASX data, charting, watchlists, and managed fund research to support investment decisions.
