Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future.
Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms.
Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients.
Netwealth Investments Limited holds an Australian Financial Services Licence (AFSL 230975) issued by the Australian Securities and Investments Commission (ASIC), a Registrable Superannuation Entity Licence (No. L0000192) issued by the Australian Prudential Regulation Authority (APRA) and Netwealth is a member of the Financial Services Council (FSC). Netwealth Investments Limited are wholly owned subsidiaries of Netwealth Group Limited Ltd (Netwealth group).
*Investment Trends May 2018 Planner Technology Report and Investment Trends December 2017 Platform Benchmarking Report.
Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms.
Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients.
Netwealth Investments Limited holds an Australian Financial Services Licence (AFSL 230975) issued by the Australian Securities and Investments Commission (ASIC), a Registrable Superannuation Entity Licence (No. L0000192) issued by the Australian Prudential Regulation Authority (APRA) and Netwealth is a member of the Financial Services Council (FSC). Netwealth Investments Limited are wholly owned subsidiaries of Netwealth Group Limited Ltd (Netwealth group).
*Investment Trends May 2018 Planner Technology Report and Investment Trends December 2017 Platform Benchmarking Report.
Location: Australia, Victoria, Melbourne
Employees: 201-500
Phone: +61 1800 888 223
Founded date: 1999
Investors 1
| Date | Name | Website |
| - | Alium Capi... | aliumcap.c... |
Mentions in press and media 3
| Date | Title | Description |
| 27.08.2024 | Private vs Public AI: Appian urges companies to know the difference | In the rapidly evolving world of artificial intelligence (AI), understanding the difference between private and public AI is key for enterprises across various industries, according to Appian's Adam Glaser. This distinction is not merely te... |
| 19.06.2024 | Netwealth & Appian launch AI-driven system to streamline services | Appian announced that Australian wealth management firm Netwealth has revamped its client and advisor case management system using the Appian AI Process Platform. The new system, named "Netflow," leverages Appian’s data fabric, au... |
| 19.09.2017 | Wealth manager Netwealth raises £10m in second funding round |