WealthConnect
About WealthConnect
WealthConnect is a Financial Services company based in Sydney (Australia), and was acquired by GBST in May 2023. Online platform providing practice management, CRM, and compliance system solution for advisors. It operates in the Financial Services and Technology sectors. Its chief executive, as recorded, is Robert De Dominicis. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Risk Management.
Company details
An online platform known as WealthConnect is operated from Sydney, Australia, within the wealth management sector. Practice management, customer relationship management, and compliance systems are provided to support financial advisors. Back-office administration is handled alongside front-end digital tools that facilitate workflow streamlining. Client relationships, investment portfolios, and routine administrative duties are managed efficiently through these integrated features.
- Headquarters Sydney, Australia
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Acquired by GBST (May 2023)
Investors in WealthConnect
WealthConnect has secured backing from 1 investor. Prominent investors backing the company include GBST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of wealth management technology solutions | 1984 | gbst.com | Brisbane, Australia |
Investor details for WealthConnect
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 WealthConnect
1 people are tracked at WealthConnect (1 in leadership).
| Name | Role | Group |
|---|---|---|
Robert De Dominicis | CEO | Leadership |
Complete people profiles for WealthConnect
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.
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
Frequently Asked Questions about WealthConnect
WealthConnect is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Robert De Dominicis is the CEO of WealthConnect, as recorded in our data.
An online platform known as WealthConnect is operated from Sydney, Australia, within the wealth management sector. Practice management, customer relationship management, and compliance systems are provided to support financial advisors. Back-office administration is handled alongside front-end digital tools that facilitate workflow streamlining. Client relationships, investment portfolios, and routine administrative duties are managed efficiently through these integrated features.
WealthConnect has 1 investor. Key investors include GBST.
Yes. WealthConnect was acquired by GBST in May 2023.