Stockspot
Stockspot is an Australian ASIC-regulated digital investment adviser (AFSL 536082) that builds and manages personalised diversified ETF portfolios for retail investors, SMSF trustees, and financial advisers, charging tiered AUM-based fees. Founded 2013, $1B+ AUM, owned by Mirae Asset since 2023.
- Company typePrivate
- Founded2013
- HeadquartersSydney, Australia
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Stockspot does
Stockspot is a Sydney-headquartered, ASIC-regulated (AFSL 536082) digital investment adviser operating in Australia since 2013. It builds, recommends, and manages personalised portfolios of diversified, low-cost exchange-traded funds (ETFs) for retail Australian investors, using a proprietary algorithm that screens 350+ available ETFs to construct portfolios matched to a client's goals, risk profile, and time horizon. The platform provides automated rebalancing (threshold-based trades when asset weights drift from target), dollar-cost averaging at $500 increments, dividend reinvestment, CHESS-sponsored share ownership via the ASX, two-factor authentication, and a single annual tax statement covering distributions, franking credits, and realised gains.
The product surface spans a Core Platform for general investing, Stockspot Super (Australia's first ETF-only super fund), Stockspot Pension (retirement income), Stockspot Savings (short-term goals), and Stockspot Themes (thematic customisation). Account structures include Individual, Joint, Kids, SMSF, Company, Trust, and Not-for-Profit, with a dedicated B2B2C channel — Stockspot for Professionals — that lets licensed financial advisers white-label the platform. A web dashboard and iOS/Android apps provide ongoing portfolio monitoring. As of 2025, Stockspot reports $1B+ AUM and 16,000+ clients, claiming the position of Australia's largest online investment adviser.
The business model is a tiered, AUM-based management fee ranging from 0.704% (Silver, portfolios under $200,000) down to 0.396% (Diamond, $2M+), billed annually. Distribution is primarily self-serve via the website with content-led acquisition (blog, SEO, founder media appearances) and a professional adviser channel for SMSF/complex structures. Stockspot is a wholly-owned subsidiary of South Korea's Mirae Asset Group following a 2023 acquisition, with founder Chris Brycki continuing as CEO. The firm employs 11-50 staff and is regulated by ASIC under AFSL 536082.
Stockspot firmographics
Firmographics- Name
- Stockspot
- Legal name
- Stockspot Pty Ltd
- Website
- https://stockspot.com.au
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Stockspot is an Australian ASIC-regulated digital investment adviser (AFSL 536082) that builds and manages personalised diversified ETF portfolios for retail investors, SMSF trustees, and financial advisers, charging tiered AUM-based fees. Founded 2013, $1B+ AUM, owned by Mirae Asset since 2023.
- Ownership category
- akta.pro rank
Stockspot industry classification
Industry- Product category
- Digital Investment Advisory (Robo-Advice)
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Goal-Based & Micro-Investing Platforms (Round-ups, Fractional) (FSAGAEAG)
- akta.pro secondary industries
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Target-Risk / Risk-Managed Allocation Funds (FSAAAEAG)
Keywords
Where Stockspot is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Stockspot business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Asset Under Management (AUM) Fees: Annual management fees charged as a percentage of total assets under management across all client investment accounts. Fees decrease at higher asset tiers (Silver, Gold, Platinum, Diamond) providing tiered pricing structure.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Silver tier: Entry-level pricing for portfolios under $200,000 |
| Subscription | Annual | Gold tier: Mid-tier pricing for portfolios $100,000+ |
| Subscription | Annual | Platinum tier: Premium pricing for portfolios $200,000+ |
| Subscription | Annual | Diamond tier: Highest service level for portfolios $2M+ |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
Stockspot product offering
Product offeringCore offering
Stockspot is an Australian digital investment adviser and fund manager that builds and manages personalized, diversified ETF portfolios for individual investors based on their financial goals, risk profile, and investment time horizon. The platform offers automated portfolio construction, threshold-based rebalancing, dividend reinvestment, tax reporting, and human adviser support across multiple account types including superannuation and pension.
Product overview
Stockspot is a unified digital investment adviser offering automated, hands-off portfolio management through diversified ETF portfolios. The core platform provides personalised investment recommendations based on client risk profiles and financial goals, with automatic portfolio rebalancing, dividend reinvestment, and tax reporting. Key products include: the Core Platform for general investing, Stockspot Super for retirement savings, Stockspot Pension for retirement income, Stockspot Savings for short-term goals, and Stockspot Themes for portfolio customisation. All investments are built from low-cost ETFs across Australian shares, global shares, emerging markets, bonds, and gold. The platform supports multiple account types (Individual, Joint, Kids, SMSF, Company, Trust, Not-for-profit) and provides web and mobile access through a personalised dashboard.
Differentiator
Problem solved
Functional benefit
Brands
- Stockspot Super: Australia's first ETF only super fund offering tax-efficient retirement investing.
- Stockspot Pension
- Stockspot Savings
- Stockspot Themes
Products and services
- Stockspot Investing (Core Platform) Australia's first and largest digital investment adviser platform that builds and manages personalised, diversified ETF portfolios for individual Australian investors based on their financial goals, risk profile, and investment time horizon. Includes automated rebalancing, dividend reinvestment, and web and mobile monitoring.
- Stockspot Super Australia's first ETF-only superannuation fund providing tax-efficient retirement savings through diversified ETF portfolios, for Australian investors building retirement wealth within the superannuation system.
- Stockspot Pension Retirement income solution providing regular, tax-effective income from superannuation savings for retirees drawing down their super balance.
- Stockspot Savings Short-term investment solution for investors with lower risk profiles and shorter time horizons working towards near-term financial goals.
- Stockspot for Professionals All-inclusive digital investment platform and program for licensed Australian financial advisers and wealth managers to offer ETF-based investing to their own clients, particularly SMSF trustees.
- Model Portfolios (Amethyst, Turquoise, Topaz) Three risk-tiered model portfolios (Amethyst conservative, Turquoise balanced, Topaz growth) built from diversified low-cost ETFs across Australian shares, global shares, emerging markets, bonds, and gold, mapped to client risk profiles.
- Stockspot Themes Portfolio customisation options allowing clients to personalise their Stockspot portfolio with theme tilts such as technology, emerging markets, or dividend-focused investments, layered on top of the core diversified portfolio.
- Kids Investment Account Investment account in a child's name for parents, grandparents, or family members building long-term wealth for a minor (under 18 years old) through diversified ETF portfolios.
- SMSF Investment Account Investment account structure for trustees of self-managed superannuation funds, providing automated ETF portfolio construction, threshold-based rebalancing, and tax reporting within the SMSF wrapper.
Quantifiable outcome
- Model portfolios outperformed 100% of 336 comparable diversified funds over 10 years (2016-2025)
- +6 more outcomes
Companies that use Stockspot
Customer profileNamed customers10 records
Segments8 records
Ideal customer profiles3 records
Stockspot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature7 records
Stockspot partnerships and signals
Strategic signalScale indicators10 records
Recent moves6 records
Expansion highlights5 records
Stockspot competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key risks3 records
Key highlights7 records
Customer concentration
Stockspot social profiles
Digital presenceStockspot compliance and trust
Trust signalCompliance1 record
Stockspot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stockspot leadership team
Management profileNumber of profiles
Profiles4 records
Stockspot funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stockspot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stockspot
What does Stockspot do?
Stockspot is an Australian digital investment adviser and fund manager that builds and manages personalized, diversified ETF portfolios for individual investors based on their financial goals, risk profile, and investment time horizon. The platform offers automated portfolio construction, threshold-based rebalancing, dividend reinvestment, tax reporting, and human adviser support across multiple account types including superannuation and pension.
Is Stockspot a public or private company?
Stockspot is a private company. It is classified as corporate owned and is currently operating.
When was Stockspot founded?
Stockspot was founded in 2013. It employs 11 to 50 people.
Where is Stockspot based?
Stockspot is headquartered in Sydney, Australia, in the Oceania region.
How does Stockspot make money?
One revenue line is on record: asset Under Management (AUM) Fees.
Does Stockspot have an API?
No public API is recorded for Stockspot.
What industry is Stockspot in?
Stockspot's product category is Digital Investment Advisory (Robo-Advice). Its primary akta.pro industry code is FSAGAEAG, Goal-Based & Micro-Investing Platforms (Round-ups, Fractional), with a secondary code of FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios. Its NAICS code is 523940 and its SIC code is 6282.