About Self Wealth
Self Wealth is a company based in Surrey Hills (Australia) founded in 2012 was acquired by Syfe in April 2025.. Self Wealth offers products and services including Selfwealth App and Desktop Platform. Self Wealth operates in a competitive market with competitors including Interactive Brokers, Tiger Brokers, Syfe, OpenMarkets and Nabtrade, among others.
- Headquarter Surrey Hills, Australia
- Stage Public
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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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- Legal Name Selfwealth Ltd
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Products & Services of Self Wealth
Self Wealth offers a comprehensive portfolio of products and services, including Selfwealth App and Desktop Platform. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Mobile app for trading shares and ETFs with low-cost fees.
Web-based interface for portfolio management and market analysis.
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Funding Insights of Self Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Self Wealth
Self Wealth has secured backing from 1 investor. Prominent investors backing the company include Syfe. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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ETFs and stocks are traded via an app-based platform.
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Self 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 - Self Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Self Wealth Comparisons
Competitors of Self Wealth
Self 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 Interactive Brokers, Tiger Brokers, Syfe, OpenMarkets and Nabtrade, 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 |
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| domain | founded_year | HQ Location |
Provider of online brokerage services and trading platforms
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Online trading of stocks, securities, and options is enabled.
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ETFs and stocks are traded via an app-based platform.
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Online stockbroking services are provided via web and desktop platforms.
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Platform for share trading, enabling investors to buy and sell securities.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Self Wealth
Frequently Asked Questions about Self Wealth
When was Self Wealth founded?
Self Wealth was founded in 2012.
Where is Self Wealth located?
Self Wealth is headquartered in Surrey Hills, Australia. It is registered at Surrey Hills, Victoria, Australia.
Who is the current CEO of Self Wealth?
Craig Keary is the current CEO of Self Wealth.
What does Self Wealth do?
Self Wealth was founded in 2012 and is headquartered in Surrey Hills, Australia. Brokerage services are extended to ASX-listed products, including shares, A-REITs, LICs, debt securities, and ETFs. A flat fee of 9.50 is applied per trade. A social network enables portfolio sharing and following among users, while benchmarking, SafetyRating, and WealthScore assessments are offered for portfolios.
Who are the top competitors of Self Wealth?
Self Wealth's top competitors include Tiger Brokers, Interactive Brokers and Syfe.
What products or services does Self Wealth offer?
Self Wealth offers Selfwealth App and Desktop Platform.
Who are Self Wealth's investors?
Self Wealth has 1 investor. Key investors include Syfe.
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