About Netwealth
Netwealth is a Technology company based in London (United Kingdom) founded in 2015 by Thomas Salter and Charlotte Ransom. Wealth management is facilitated online through goal-based portfolio selection. It operates on a Professional Services model. Netwealth has raised $50.8 million across 4 funding rounds from investors including Lord Rose, Lord Spencer and Bruce Carnegie Brown. The company has 39 employees. Its chief executive, as recorded, is Charlotte Ransom. Its website netwealth.com draws about 29 thousand monthly visits. Netwealth offers products and services including Investment Management and Wealth Planning. Its focus areas include Financials, Wealth Management and Investment Advisory. Its legal entity is NETWEALTH INVESTMENTS LIMITED. Its competitors include Nutmeg, Wealthify and ETFmatic; 2 of its 3 listed competitors have raised funding.
Company details
Netwealth is engaged in offering expert investment management and comprehensive wealth planning solutions. Services are tailored to individual financial goals within the wealth management sector. Clients are supported through personalized strategies to optimize financial growth and security.
- Headquarters London, United Kingdom
- Employees 39
- Founders Thomas Salter, Charlotte Ransom
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website netwealth.com
- Social LinkedIn X
- Legal Name Netwealth Investments Limited
- Date of Incorporation 17 Mar, 2015
- Jurisdiction LONDON, UNITED KINGDOM
- Annual Revenue$2.19 M (USD)50as on Mar 31, 2022
- Net Profit-$8.75 M (USD)-17as on Mar 31, 2022
- EBITDA-$8.73 M (USD)-16as on Mar 31, 2022
- Total Equity Funding$50.8M (USD)
in 4 rounds
- Latest Funding Round$15.85M (USD), Angel Round
Mar 2021
- Employee Count39
Products & Services of Netwealth
Netwealth offers a comprehensive portfolio of products and services, including Investment Management and Wealth Planning.
Investment portfolios are managed for optimal financial growth.
Wealth strategies are developed for long-term financial security.
Funding Insights of Netwealth
Netwealth has successfully raised a total of $50.8M across 4 strategic funding rounds. The most recent funding activity was a Angel Round of $15.85 million completed in March 2021. 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 $50.8M
- Total Rounds 4
- Last Round Angel Round — $15.85M
- First Round $8.91M
(Jun 2016)
- Investors Count 13
All 4 funding rounds of Netwealth 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 2021 | $15.85M | Angel Round | – | Lord Rose | |
| Sep 2019 | $12.5M | Angel Round | – | Michael Spencer | |
| Sep 2017 | $13.54M | Angel Round | – | Dame Alison Carnwath, Julian Mash | – |
| Jun 2016 | $8.91M | Angel Round | – | – | – |
13 investors in total: 0 institutional and 13 angel.
Investors in Netwealth
Netwealth has secured backing from 13 investors, including angel investors. Prominent investors backing the company include Lord Rose, Lord Spencer and Bruce Carnegie Brown.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
LR Lord Rose | unknown_1c245e560eb34852b | |||
LS Lord Spencer | unknown_a386a24843584d4c8 | |||
BC Bruce Carnegie Brown | unknown_8b6b9903ca694c27a | |||
GL Gerard Lyons | unknown_fef2321c27fd4d679 | |||
HM Harvey Mcgrath | unknown_0983e5af5ef94c378 | |||
MS Michael Spencer | Angel investor focusing on Indian startups, based in Mumbai. | unknown_6af82d2aaa3d423ab | ||
EB Edward Bonham Carter | unknown_fe343a4c493c4634b | |||
BC Bruce Carnegie-Brown | unknown_da17e506bf0842968 | |||
DA Dame Alison Carnwath | unknown_5cba5c66c5284a00a | |||
JM Julian Mash | unknown_e0165cccaa64493f8 |
Investor details for Netwealth
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 Netwealth
2 people are tracked at Netwealth (2 in leadership); the tracked headcount is 39.
| Name | Role | Group |
|---|---|---|
Thomas Salter | Co-Founder & CIO | Leadership |
Charlotte Ransom | Founder & CEO | Leadership |
Complete people profiles for Netwealth
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.
Timeline of Netwealth
3 dated milestones of Netwealth across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Netwealth is founded.
- Funding First funding round of $8.9M.
- Funding Latest funding round, Angel Round, of $15.9M.
Competitors of Netwealth
Netwealth has 3 listed competitors in our database, 2 of them funded. They include Nutmeg, Wealthify and ETFmatic.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| nutmeg.com | 2011 | London, United Kingdom | $180.39M | 163 | Digital wealth management services are provided for investors. | |
| wealthify.com | 2014 | Penarth, United Kingdom | $869,989 | 113 | Robo advisory and investment management services are provided for users. | |
| etfmatic.com | 2014 | London, United Kingdom | 10 | Savings goals are set and invested automatically in diversified ETFs. |
Detailed competitors of Netwealth
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 Netwealth
The website of Netwealth (netwealth.com) receives about 28.7K visits a month.
- Monthly visits28.7K
▲ 16.9% vs previous month
Websites whose visitors overlap most with Netwealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| time-investments.com | 100% | 3.3K | #4,752,493 | View details | |
| connectioncapital.co.uk | 98% | #2,189,056 | View details | ||
| salamanca-group.com | 80% | 1K | #11,304,983 | View details | |
| symmetryinvestments.com | 78% | #6,858,914 | View details | ||
nickel.digital | nickel.digital | 78% | #7,436,455 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Netwealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Netwealth (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Netwealth
Complete news archive for Netwealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Netwealth
Netwealth was founded in 2015 and raised its 1st funding round 1 year after it was founded.
Netwealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Charlotte Ransom is the CEO of Netwealth, as recorded in our data. They have also founded this company.
Netwealth is a funded company, having raised a total of $50.8M across 4 funding rounds to date. The company's 1st funding round was a Angel Round of $8.91M, raised on Jun 2016.
Netwealth has 39 employees.
Annual revenue of Netwealth is $2.19M as on Mar 31, 2022.
Netwealth is engaged in offering expert investment management and comprehensive wealth planning solutions. Services are tailored to individual financial goals within the wealth management sector. Clients are supported through personalized strategies to optimize financial growth and security.
Netwealth offers Investment Management and Wealth Planning.
Netwealth has 13 investors. Key investors include Lord Rose, Lord Spencer, Bruce Carnegie Brown, Gerard Lyons, and Harvey Mcgrath.
Netwealth operates through Netwealth Investments Limited.