About FinClear
FinClear is a Technology company based in Sydney (Australia) founded in 2016. It operates as a wealth management services are provided by FinClear in Australia. FinClear has completed 1 acquisition, including Transact1. FinClear offers products and services including Trading Service, Clearing and Settlement, Managed Accounts, and API Infrastructure. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Addepar, Altruist, InvestCloud, sei and Avaloq and 5 more; 6 of its 10 listed competitors have raised funding.
Company details
FinClear was founded in 2016 and is headquartered in Sydney, Australia. Operations are centered on wealth management within the financial sector. Services include advisory support and investment management for clients. The firm maintains a presence in the Australian market, with its online platform accessible through finclear.com.au. Focus is placed on standard financial operations without international expansion noted.
- Headquarters Sydney, Australia
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website finclear.com.au
- Social LinkedIn X YouTube
- Investors
- Investments & Acquisitions
Products & Services of FinClear
FinClear offers a comprehensive portfolio of products and services, including Trading Service, Clearing and Settlement, Managed Accounts, and API Infrastructure.
Enables access to capital markets for brokers and managers
Handles intermediary clearing and transaction settlement
Offers account management for financial advisers and clients
Provides cloud-based access to market data and broking
Apps and channels of FinClear
its YouTube channel FinClear has 65 subscribers and 30 videos.
Videos from FinClear
The most watched videos on FinClear's YouTube channel, FinClear (65 subscribers). Click a video to play it here.
More on FinClear.
Funding Insights of FinClear
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of FinClear with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar 2019 | – | Series A | – | King River | – |
1 investors in total: 1 institutional.
Investors in FinClear
FinClear has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include King River.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm investing in high growth software companies | – | kingriver.co | Surry Hills, Australia |
Investor details for FinClear
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of FinClear
28 people are tracked at FinClear (10 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Pat Sanden | Head Of Product Design | Leadership |
Andrea Marani | CEO Of Execution & Clearing Services | Leadership |
Jessica Leong | Head Legal And Compliance | Leadership |
David Ferrall | Founder, Managing Director & CEO | Leadership |
Katie Lines | Head Of Client Relationships | Leadership |
Daniel Bower | Chief Product Officer | Leadership |
Nick Avery | Chief Commercial Officer | Leadership |
Tony Lynch | Chief Financial Officer | Leadership |
Clive Johnson | Head Of Support | Leadership |
Jacqueline Moore | Head Of Operations | Leadership |
Ian Chew | Senior Test Analyst | Team |
David Bowles | Technology, Strategy And Innovation Officer | Team |
Fei Lin Shi | Senior Transfers & Conversions Associate | Team |
Mark W. | Senior Manager, MLRO | Team |
Margot Clarens | Employee Experience & Onboarding Specialist | Team |
Jackson Wong | Corporate Actions Manager | Team |
James Redmond | Bookings Officer | Team |
Joko Fendy | Senior Cash Settlements Associate | Team |
Vijay Dabasia | IT Operations Lead | Team |
Valli Nadesan | Test Analyst | Team |
8 more people are available in the full profile.
Complete people profiles for FinClear
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by FinClear
FinClear has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Transact1.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Cash investments are managed to balance performance and risk levels. | transact1.com | Brisbane, Australia | 2016 | Jul 2023 | •••• |
Complete acquisition details for FinClear
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of FinClear
3 dated milestones of FinClear across 7 years, from founding to its latest funding, stage changes and deals.
- Founded FinClear is founded.
- Funding First funding round.
- Acquisition Acquires Transact1.
Competitors of FinClear
FinClear has 10 listed competitors in our database, 6 of them funded. They include Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| milessoft.com | 1999 | Mumbai, India | $1.12M | 210 | Back-office solutions are offered to wealth managers and financial institutions. |
Detailed competitors of FinClear
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of FinClear
The website of FinClear (finclear.com.au) receives about 5.4K visits a month.
- Monthly visits5.4K
▲ 13.2% vs previous month
Websites whose visitors overlap most with FinClear. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
financialstandard.com.au | financialstandard.com.au | 100% | – | #926,763 | – |
| picturewealth.com | 27% | 5.3K | #3,516,705 | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as FinClear (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Finclear
Complete news archive for FinClear
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Frequently Asked Questions about FinClear
FinClear was founded in 2016 and raised its 1st funding round 3 years after it was founded.
FinClear is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
FinClear was founded in 2016 and is headquartered in Sydney, Australia. Operations are centered on wealth management within the financial sector. Services include advisory support and investment management for clients. The firm maintains a presence in the Australian market, with its online platform accessible through finclear.com.au. Focus is placed on standard financial operations without international expansion noted.
FinClear offers Trading Service, Clearing and Settlement, Managed Accounts, and API Infrastructure.
FinClear has made 1 acquisition, including Transact1.
FinClear has 1 investor. Key investors include King River.