Startups
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.
Overview
Location
Australia, Victoria, Melbourne
Employees
201-500
Phone
+61 1800 888 223
Founded date
1999
Investors 1
| Date | Name | Website |
| Sign up to see | Sign up to see | Sign up to see |
Mentions in press and media 5
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Oct 6, 2024 | What consultants need to know about navigating data security in the age of AI | In a conversation with Mike Mayer, Chief Revenue Officer at Appian, we delved into the most important considerations surrounding AI implementation and data security. Mike shares his insights on what consultants should prioritise as business... |
| Aug 27, 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... |
| Jun 19, 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... |
| Sep 19, 2017 | Wealth manager Netwealth raises £10m in second funding round |
Reviews 0
FAQ about netwealth
When was netwealth founded?
netwealth was founded in 1999.
What has the press written about netwealth?
Parsers VC has collected 5 articles mentioning netwealth, among them “What consultants need to know about navigating data security in the age of AI” (Oct 6, 2024) and “Private vs Public AI: Appian urges companies to know the difference” (Aug 27, 2024).
Is netwealth still active?
Yes, netwealth is active; its latest activity on Parsers VC dates from Mar 31, 2026.