Self Wealth

Surrey Hills, Australia Founded: 2012 • Age: 14 yrs Acquired By Syfe
Flat-fee brokerage for Australian exchange-listed products is provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 2 Services tracked
Competitors 7 Brand Intelligence

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
  • Sectors
    Technology
  • Email
    Locked
  • Phone
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  • Website
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  • Social
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  • Legal Name Selfwealth Ltd
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Syfe

    (Apr 22, 2025)

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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.

Product name locked
Category locked
Primary

Mobile app for trading shares and ETFs with low-cost fees.

Product name locked
Category locked
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Web-based interface for portfolio management and market analysis.

People of Self Wealth

Headcount 1-10
Employee Profiles 13
Employee Profiles
People
Ted Liang
Frontend Engineer
People
James Cominos
Fp&a
People
Paul Cullinan
Chief Commercial Officer
People
Brendan Mutton
Head of Sales

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Funding Insights of Self Wealth

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Detailed funding history for Self Wealth

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.

Investors in Self Wealth

Self Wealth has secured backing from 1 investor. Prominent investors backing the company include Syfe.

All
Investor Description Founded Year Domain Location
ETFs and stocks are traded via an app-based platform.
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Investor details for Self Wealth

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Self Wealth

Investments
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Investment portfolio details for Self Wealth

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 - Self Wealth

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Detailed financials for Self Wealth

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Self Wealth Comparisons

Self Wealth Primary company
Description
Flat-fee brokerage for Australian exchange-listed products i...
Location
Surrey Hills, Australia
Founded Year
2012
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Self Wealth

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

  • Named peers
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  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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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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Detailed competitors of Self Wealth

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

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

Verified entity values are shown only after access is granted.

Latest news on Self Wealth

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Complete news archive for Self Wealth

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

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Frequently Asked Questions about Self Wealth

Self Wealth was founded in 2012.

Self Wealth is headquartered in Surrey Hills, Australia. It is registered at Surrey Hills, Victoria, Australia.

Craig Keary is the current CEO of Self Wealth.

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.

Self Wealth's top competitors include Tiger Brokers, Interactive Brokers and Syfe.

Self Wealth offers Selfwealth App and Desktop Platform.

Self Wealth has 1 investor. Key investors include Syfe.

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