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Overview

Netwealth Group Limited is an Australian financial services and technology company based in Melbourne, founded in 1999. It operates a cloud-based wealth management platform that offers portfolio administration, investment management tools, and managed account services. The company primarily serves financial intermediaries, advisers, and investors across Australia.

As a technology-driven business, Netwealth provides a Software-as-a-Service (SaaS) platform that includes a wide range of financial services. These services encompass superannuation products, investor-directed portfolio services, managed accounts, and self-managed superannuation fund administration. The platform also features investment wrap products, insurance solutions, and advisory tools to support financial advisers. With a market capitalization of approximately A$8.5 billion and around 700 employees, Netwealth is publicly listed on the Australian Securities Exchange since November 2017.

Netwealth is committed to delivering choice and control to its clients, emphasizing next-generation technology to enhance the management of financial futures. The company supports over 162,000 account holders and more than 3,900 financial advisers, managing over $118 billion in funds.
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