About PictureWealth
PictureWealth is a Technology company based in Perth (Australia) founded in 2017 by David Pettit. It operates as an online personal finance management platform for individuals. PictureWealth has raised $23.26 million across 4 funding rounds from investors including Gallagher Benefits and Neal Cross. PictureWealth has completed 1 acquisition, including Neo FS. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its competitors include Personal Capital, Perfios, Gorila, Micruity and Finary and 5 more; 7 of its 10 listed competitors have raised funding.
Company details
Founded in 2017 in Perth, Australia, PictureWealth operates as an online platform in the personal finance sector. Users finances are organized into a unified dashboard, where current status is represented through formats covering net worth, income, cash flow, insurance, estate planning, and goals. Personalized actions and insights are generated based on the resulting financial profile. The service targets individual users seeking structured financial oversight.
- Headquarters Perth, Australia
- Founders David Pettit
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website picturewealth.com
- Social LinkedIn X Facebook
- Total Equity Funding$23.26M (USD)
in 4 rounds
- Latest Funding Round$14M (USD), Series A
Feb 2022
- InvestorsGallagher Benefits
& 1 more
- Investments & Acquisitions
Funding Insights of PictureWealth
PictureWealth has successfully raised a total of $23.26M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $14 million completed in February 2022. 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 $23.26M
- Total Rounds 4
- Last Round Series A — $14M
- First Round $956,202
(Sep 2017)
- Investors Count 2
All 4 funding rounds of PictureWealth 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 |
|---|---|---|---|---|---|
| Feb 2022 | $14M | Series A | – | – | – |
| Jun 2020 | $8.3M | Seed | – | – | – |
| Jun 2020 | – | Debt – Conventional | – | – | – |
| Sep 2017 | $956,202 | Seed | – | Gallagher Benefits |
2 investors in total: 1 institutional and 1 angel.
Investors in PictureWealth
PictureWealth has secured backing from 2 investors, including institutional and angel investors. Prominent investors backing the company include Gallagher Benefits and Neal Cross.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provides HR consulting services in policy design, compliance, and talent management. | 1927 | gallagherbenefits.com.au | Sydney, Australia | |
NC Neal Cross | - | – | unknown_120b9e2a1ba743bda | - |
Investor details for PictureWealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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People of PictureWealth
16 people are tracked at PictureWealth (7 in leadership, 9 in team).
| Name | Role | Group |
|---|---|---|
David Pettit | Founder & MD | Leadership |
Allan Maitland | CEO | Leadership |
Pia Dollas-Welsh | Head of Advice Capability & Client Experience | Leadership |
Marko Sekez | Co-Founder & Chief Technology Officer | Leadership |
Laurence Smith | Head of Digital Asia | Leadership |
Luke Taylor | Chief Operating Officer | Leadership |
Tory Richardson | Head Of Client Services | Leadership |
Leila Craig | Associate Adviser | Team |
Kelly Aldridge | Operations Manager | Team |
Alisa Pettit | Finance Manager | Team |
Bradley Bond | Senior Financial Adviser | Team |
Sean Mordaunt | Manager Corporate Partnerships | Team |
Gareth Healy | Senior Financial Adviser | Team |
Richard McLean | Associate Adviser | Team |
Peter McDonald | Senior Financial Adviser | Team |
Prince Mukokweza | Financial Adviser | Team |
Complete people profiles for PictureWealth
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
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Investments & Acquisitions by PictureWealth
PictureWealth has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Neo FS.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning services are offered to clients by NEO. | neofs.com.au | Perth, Australia | 2010 | Jun 2020 | •••• |
Complete acquisition details for PictureWealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
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Timeline of PictureWealth
4 dated milestones of PictureWealth across 5 years, from founding to its latest funding, stage changes and deals.
- Founded PictureWealth is founded.
- Funding First funding round of $956K.
- Acquisition Acquires Neo FS.
- Funding Latest funding round, Series A, of $14.0M.
Competitors of PictureWealth
PictureWealth has 10 listed competitors in our database, 7 of them funded. They include Personal Capital, Perfios, Gorila, Micruity and Finary, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| personalcapital.com | 2009 | Redwood, United States | $271.17M | 457 | Wealth data for individuals is aggregated and monitored. | |
| perfios.com | 2008 | Bengaluru, India | $258.77M | – | Provides financial technology solutions for data analysis and verification globally. | |
| gorila.com.br | 2016 | Sao Paulo, Brazil | $26.13M | – | Investment consolidation technology is provided for financial professionals. | |
| micruity.com | 2017 | Toronto, Canada | $29.11M | 12 | Pension management solutions are provided for deferred annuities and plans. | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| privetechnologies.com | 2011 | Hong Kong, China | – | – | Wealth management software solutions | |
| getcarefull.com | 2019 | New York, United States | $19.7M | 18 | Expenses and credit card transactions are monitored for individuals online. | |
| delta.app | 2018 | Ghent, Belgium | – | 8 | Cryptocurrency portfolios are tracked via the Delta mobile app. | |
| quiltt.io | 2017 | Dallas, United States | $4M | – | Wealth data is aggregated for bill tracking, budgeting, and alerting. | |
| wealthica.com | 2015 | Montreal, Canada | – | 15 | Portfolio performance is tracked via aggregation from Canadian financial institutions. |
Detailed competitors of PictureWealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of PictureWealth
The website of PictureWealth (picturewealth.com) receives about 5.3K visits a month.
- Monthly visits5.3K
▼ 10.4% vs previous month
Websites whose visitors overlap most with PictureWealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| finclear.com.au | 27% | 5.4K | – | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as PictureWealth (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 Picturewealth
Complete news archive for PictureWealth
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Frequently Asked Questions about PictureWealth
PictureWealth was founded in 2017.
PictureWealth is headquartered in Perth, Australia. It is registered at Perth, Western Australia, Australia.
PictureWealth is a funded company, having raised a total of $23.26M across 4 funding rounds to date. The company's 1st funding round was a Seed of $956.2K, raised on Sep 2017.
Founded in 2017 in Perth, Australia, PictureWealth operates as an online platform in the personal finance sector. Users finances are organized into a unified dashboard, where current status is represented through formats covering net worth, income, cash flow, insurance, estate planning, and goals. Personalized actions and insights are generated based on the resulting financial profile. The service targets individual users seeking structured financial oversight.
PictureWealth's top competitors include Perfios, Personal Capital and Micruity.
PictureWealth has made 1 acquisition, including Neo FS.
PictureWealth has 2 investors. Key investors include Gallagher Benefits, and Neal Cross.