Netwealth

#3685

Rank

$2.32B

MarketCap AU

AU Australia

Country

Summary
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. It offers financial intermediation services; superannuation products; managed accounts; and managed funds, as well as investor directed portfolio services. The company also provides investment wrap products for self-managed super fund (SMSF) clients; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as insurance, advisory, licensee, and private wealth solutions. In addition, it offers a superannuation master fund, separately managed accounts, and self-managed superannuation and non-custodial administration services; and portfolio management tools, performance tools, investment research tools, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.

History

Netwealth was founded by 3 partners in 2008 in Melbourne, Australia and since has grown to manage over $7 billion dollars in assets.


Mission
Our mission is to empower investors and financial advisers with world’s best technology to become effective navigators of their financial future.

Vision
Our vision is to provide an intelligent and intuitive digital platform that simplifies and automates the process of investing and managing money.

Key Team

Mr. John Hanrahan (Chief Information Officer)

Naomi Finnigan (Head of Investment Solutions)

Ms. Amanda Atkinson (Head of Investor Services)

Mr. Damian Holland (Gen. Mang. of Sales & Distribution)

Mr. Nick Mitchell (Head of Distribution)

Lindsay Coates (Head of Strategic Accounts)


Recognition and Awards
Netwealth has won multiple awards, including Most Satisfying Financial Adviser Platform at the International Adviser Platform Awards in 2019.

References
Netwealth
Leadership team

Mr. Matthew Alexander Max Heine (MD & Director)

Mr. Grant A. Boyle C.A. (CFO & Joint Company Sec.)

Mr. Michael Max Heine (Exec. Director)

Products/ Services
Finance, Financial Services, FinTech, Wealth Management
Headquarters
London, England, United Kingdom
Established
2015
Net Income
20M - 100M
Revenue
100M - 500M
Traded as
NWL.AX
Social Media
Sun Mar 03 2024
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