Netwealth

Melbourne, Australia Founded: 1999 • Age: 27 yrs
Portfolio management tools are offered to financial advisors.
Annual revenue $206.6M Latest available
Total funding - Funding intelligence
Employees 636 Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 11 Brand Intelligence

About Netwealth

Netwealth is a company based in Melbourne (Australia) founded in 1999. It operates as a SaaS (Software-as-a-Service), Managed Services, and FinTech. The company has 636 employees as of June 30, 2025. Netwealth offers products and services including Wealth Accelerator, Super Accelerator, and Managed Accounts. Netwealth operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.

  • Headquarter Melbourne, Australia
  • Employees 636 as on 30 Jun, 2025
  • Stage Public
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Netwealth Group Limited
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $206.62 M (USD)
    26.8
    as on Jun 30, 2025
  • Net Profit
    $76.09 M (USD)
    39.76
    as on Jun 30, 2025
  • EBITDA
    $101.52 M (USD)
    30.39
    as on Jun 30, 2025
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    636

    as on Jun 30, 2025

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IPO & Listings of Netwealth

Netwealth is a publicly listed company on the ASX with ticker symbol NWL in Australia, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

Exchange: ASX · Ticker: NWL · Sector: Finance · Australia

Products & Services of Netwealth

Netwealth offers a comprehensive portfolio of products and services, including Wealth Accelerator, Super Accelerator, and Managed Accounts.

Product name locked
Category locked
Primary

Investment portfolio service is offered for personal investors.

Product name locked
Category locked
Locked

Superannuation solutions are provided for retirement planning needs.

Product name locked
Category locked
Locked

Managed investment accounts are tailored for client portfolios.

People of Netwealth

Headcount 200-500
Employee Profiles 4
Employee Profiles
People
Nickola Cable
Head Of Strategy & Development - Platform Product & Advice Enablement
People
Mhairi Kerr
Head Of Talent Acquisition

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Funding Insights of Netwealth

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Detailed funding history for Netwealth

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Netwealth

Investments
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Investment portfolio details for Netwealth

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Netwealth

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Detailed financials for Netwealth

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  • Profit trends
  • Statement rows
  • Financial ratios

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Netwealth Comparisons

Netwealth Primary company
Description
Portfolio management tools are offered to financial advisors...
Location
Melbourne, Australia
Founded Year
1999
Annual Revenue
$206.62 M (USD)
Net Profit
$76.09 M (USD)
EBITDA
$101.52 M (USD)
Employees
636
As of 2025
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Peer comparison for Netwealth

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
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  • Operating benchmarks

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Competitors of Netwealth

Netwealth 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 Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Portfolio management software for financial advisors
Locked Locked Locked
Portfolio management solutions are offered to financial advisors.
Locked Locked Locked
Financial planning and advisory solutions are offered to wealth managers.
Locked Locked Locked
Digital wealth tools are provided to empower financial advisors.
Locked Locked Locked
Integrated wealth management solutions are offered for advisors and institutions.
Locked Locked Locked
Portfolio management software
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Detailed competitors of Netwealth

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Netwealth

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Complete news archive for Netwealth

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Netwealth

Netwealth was founded in 1999.

Netwealth is headquartered in Melbourne, Australia. It is registered at Melbourne, Victoria, Australia.

As of Jun 30, 2025, the latest employee count at Netwealth is 636.

Annual revenue of Netwealth is $206.62M as on Jun 30, 2025.

Netwealth is established as a leading provider of wealth management and superannuation solutions in Australia. Services are offered to both personal investors and financial advisers through a technology-driven platform. Investment options, managed accounts, and retirement planning products are included in the portfolio. The company operates within the financial services sector, focusing on innovative FinTech solutions and comprehensive online tools. Support is extended to SMSF trustees and sophisticated investors with tailored offerings. ESG investment options and non-custodial asset administration are also provided to meet diverse client needs.

Netwealth's top competitors include Altruist, Nucleus Financial and QPLIX.

Netwealth offers Wealth Accelerator, Super Accelerator, and Managed Accounts.

Yes, Netwealth is publicly traded on ASX under the ticker symbol NWL.

The ticker symbol of Netwealth is NWL on ASX.

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