Overview

Netwealth provides an Australian wealth management platform for financial advisers and their clients. It serves as a technology provider, superannuation fund trustee, and administrator, centered on an investment wrap platform that combines a wide range of assets in one interface. Advisers and clients can manage and transact in Australian and international securities, funds, and term deposits, with tools for portfolio management, performance reporting, tax management, corporate actions, and “whole of wealth” reporting that includes non-custodial assets. The company differentiates itself with adviser-led onboarding (about 95% of clients), an integrated platform that covers traditional and non-traditional assets, and a growth trajectory highlighted by milestones like over $100 billion in funds under administration. Its goal is to provide a reliable, scalable technology-enabled platform that helps advisers efficiently manage clients’ wealth and grow assets under administration.

Significant Headcount Growth