About IPO Wealth
IPO Wealth is a company based in Melbourne (Australia) founded in 2017 by James Mawhinney.. IPO Wealth has raised $10 million across 1 funding round. IPO Wealth operates in a competitive market with competitors including Reach Alternative Investments, Ekam Capital, Alexander Funds, FinCap and Raisebook, among others.
- Headquarter Melbourne, Australia
- Founders James Mawhinney
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$10 M (USD)
in 1 rounds
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Latest Funding Round
$10 M (USD), Series A
Nov 12, 2017
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Investors
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Employee Count
Employee Count
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Funding Insights of IPO Wealth
IPO Wealth has successfully raised a total of $10M through 1 strategic funding round. The most recent funding activity was a Series A round of $10 million completed in November 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $10.0M
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First Round
First Round
(12 Nov 2017)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov, 2017 | Amount | Series A - IPO Wealth | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by IPO Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - IPO Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Ipo Wealth Comparisons
Competitors of IPO Wealth
IPO Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Reach Alternative Investments, Ekam Capital, Alexander Funds, FinCap and Raisebook, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Access to private equity funds is facilitated for institutional investors.
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Provides consolidated portfolios for real estate debt and private investments to wholesale clients.
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| domain | founded_year | HQ Location |
Provides access to credit market opportunities through managed funds for investors.
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| domain | founded_year | HQ Location |
Online platform for alternative investment opportunities in private capital markets
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| domain | founded_year | HQ Location |
Operates an online platform specializing in private equity investments.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ipo Wealth
Frequently Asked Questions about IPO Wealth
When was IPO Wealth founded?
IPO Wealth was founded in 2017.
Where is IPO Wealth located?
IPO Wealth is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.
Who is the current CEO of IPO Wealth?
Ewan Laughlin is the current CEO of IPO Wealth.
Is IPO Wealth a funded company?
IPO Wealth is a funded company, having raised a total of $10M across 1 funding round to date. The company's 1st funding round was a Series A of $10M, raised on Nov 12, 2017.
What does IPO Wealth do?
Founded in 2017 and based in Melbourne, Australia, IPO Wealth operates an online platform focused on term-based investments in private markets. Access to these opportunities is provided exclusively for wholesale investors, with multiple wealth fund plans made available on a monthly basis. The platform supports structured investment options tailored to long-term financial strategies in the investment sector.
Who are the top competitors of IPO Wealth?
IPO Wealth's top competitors include Reach Alternative Investments, FinCap and Ekam Capital.
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