Where is Netwealth located?

Netwealth is headquartered in Melbourne, Australia.

Which legal entities is Netwealth associated with?

Netwealth is associated with NETWEALTH INVESTMENTS LIMITED and 3 others.

How many employees does Netwealth have?

As of Aug 31, 2026, the latest employee count at Netwealth is 776.

Where does Netwealth rank among its competitors?

Netwealth ranks 17th amongst 371 active competitors, of which 60 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was CAIS, which secured $170M in Jul, 2026.

Who are the top competitors of Netwealth?

Netwealth's top competitors include bunch, PureFacts and getquin. Among them, CAIS secured the most recent funding round in July, 2026.

Netwealth - 2026 Company Profile, Team, Funding & Competitors

Company Details

Netwealth provides tools for financial advisors to manage the portfolio of their clients. The platform offers various features including portfolio management tools, trading tool, reporting, fee management, analytics. Also, offers different types of accounts for investment management such as Super accounts, Investment Wrap Accounts, Managed accounts, and more. As of December 2017, they have over 50000 account holder with over $15B in assets under management and administration.

Website: www.netwealth.com.au/
Social

Key Metrics

Founded Year

1999

Location

Melbourne, Australia

Stage

Public

Investors

AMCIL & 1 more

Ranked

17^th among 371 active competitors

Employee Count

776 as on Aug 31, 2026

Similar Companies

bunch & 376 more

Exit Details

Public

View Netwealth's full profile

Netwealth is associated with 4 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count
NETWEALTH HOLDINGS LIMITED CIN: 133790146 , Australia, Active	Oct 26, 2008	-	-
NETWEALTH GROUP LIMITED CIN: 620145404 , Australia, Active	Jun 29, 2017	-	-
NETWEALTH GROUP SERVICES PTY LTD CIN: 135940840 , Australia, Active	Mar 18, 2009	-	-
NETWEALTH INVESTMENTS LIMITED CIN: 09493628 , United Kingdom, Active	Mar 16, 2015	£1M - £10M (As on Mar 31, 2026)	39 (As on Mar 31, 2021)

Netwealth got listed on Nov 20, 2017.

Click here to take a look at Netwealth's IPO in detail

Netwealth is a funded company. Netwealth has 2 institutional investors.

View details of Netwealth's funding rounds and investors

The founders of Netwealth is Matt Heine.

Here are the details of Netwealth's key team members:

Matt Heine: Managing Director of Netwealth. They are also an angel investor in 1 startup.

View details of Netwealth's Founder profiles and Board Members

Netwealth's employee count trend

Netwealth has 776 employees as of Aug 26. Here is Netwealth's employee count trend over the years:

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Top competitors of Netwealth include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of Netwealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	Portage, FinTech Collective & 9 others	67/100
2nd	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Scotiabank, Canadian Business Growth Fund ... & 2 others	65/100
3rd	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 11 others	64/100
4th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	61/100
5th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
6th	Opto Investments 2020, New York City (United States), Series A	Online platform provides software solutions for financial advisors	$145M	Tiger Global Management, LeFrak & 6 others	60/100
7th	CAIS 2009, New York City (United States), Series D	Platform offering financial planning and advisory solutions for wealth managers	$904M	Reverence Capital Partners, Eldridge Industries ... & 20 others	60/100
8th	Nitrogen Wealth 2011, Auburn (United States), Acquired	Client engagement solutions for wealth management firms	$23.7M	FTV Capital, HgCapital Trust & 3 others	59/100
9th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel & 1 others	59/100
10th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	Edison Partners, Cultivate Ventures & 6 others	58/100
17th	Netwealth 1999, Melbourne (Australia), Public	Portfolio management solutions for financial advisors	-	AMCIL, Alium Capital	54/100