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 May 19, 2025, the latest employee count at Netwealth is 544.

Is Netwealth a funded company?

Netwealth is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Netwealth rank among its competitors?

Netwealth ranks 17th amongst 306 active competitors, of which 51 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Alkymi, which secured an undisclosed amount in Aug, 2025.

Who are the top competitors of Netwealth?

Netwealth's top competitors include PureFacts, Alkymi and SMArtX. Among them, Alkymi secured the most recent funding round in August, 2025.

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 306 active competitors

Employee Count

544 as on May 19, 2025

Similar Companies

PureFacts & 330 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	Documents
NETWEALTH GROUP LIMITED CIN: 620145404 , Australia, Active	Jun 29, 2017	-	-	-
NETWEALTH INVESTMENTS LIMITED CIN: 09493628 , United Kingdom, Active	Mar 16, 2015	$576K (As on Mar 31, 2019)	39 (As on Mar 31, 2021)
NETWEALTH GROUP SERVICES PTY LTD CIN: 135940840 , Australia, Active	Mar 18, 2009	-	-	-
NETWEALTH HOLDINGS LIMITED CIN: 133790146 , Australia, Active	Oct 26, 2008	-	-	-

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 544 employees as of May 25. Here is Netwealth's employee count trend over the years:

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Top competitors of Netwealth include PureFacts, Alkymi and SMArtX. 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	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Round13, Canadian Business Growth Fund & 1 others	64/100
2nd	Alkymi 2017, New York City (United States), Series B	Developer of enterprise data digitization and analytics solutions	$26M	Canaan, Cornerstone Investment Capital & 7 others	61/100
3rd	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
4th	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	60/100
5th	CAIS 2009, New York City (United States), Series C	Platform offering financial planning and advisory solutions for wealth managers	$734M	Apollo Global Management, Reverence Capital Partners ... & 12 others	59/100
6th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	59/100
7th	GeoWealth 2010, Chicago (United States), Series C	Advisory & Wealth management solutions	$75M	BlackRock, Apollo Global Management & 2 others	57/100
8th	Jacobi 2014, San Francisco (United States), Series A	Cloud-based portfolio design platform	$25.6M	QIC, CE Innovation Capital & 8 others	57/100
9th	Axioma 1998, New York City (United States), Acquired	Risk management and portfolio construction solution	$22.5M	Goldman Sachs, Salmon River Capital & 7 others	56/100
10th	ARGA Investment Management 2010, Stamford (United States), Unfunded	Provider of global equity investment management	-	-	54/100
17th	Netwealth 1999, Melbourne (Australia), Public	Portfolio management solutions for financial advisors	-	AMCIL, Alium Capital	53/100