Netwealth
- Company typePublic
- Founded1999
- HeadquartersMelbourne, Australia
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
Netwealth firmographics
Firmographics- Name
- Netwealth
- Legal name
- Netwealth Investments Limited
- Website
- https://netwealth.com.au
- Company type
- Public
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Ownership category
- akta.pro rank
Netwealth industry classification
Industry- Product category
- Wealth Management Platform
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Pension Funds (525110), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking) (FSAGAEAI)
- akta.pro secondary industries
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)
Keywords
Where Netwealth is headquartered
LocationHeadquarters
- HQ city
- Melbourne
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Netwealth business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Platform and Administration Fees: Netwealth generates revenue primarily through platform and administration fees charged on funds under administration and management. The company reported A$361.4m in revenue.
- Investment Management Fees: Fees from managing client investments through the platform, including Netwealth GSS funds and models, managed accounts, and other investment products.
- Transaction and Trading Fees: Fees generated from buying and selling securities including ASX listed securities, international securities, managed funds, and other investment products on the platform.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Platform fee structure based on funds under administration |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Netwealth product offering
Product offeringCore offering
Netwealth operates a cloud-based wealth management platform offering superannuation administration, investment wrap accounts, and managed account services to financial advisers and personal investors in Australia. The platform consolidates superannuation, retirement, and investment management into a single integrated solution with access to Australian and international securities, managed funds, term deposits, and insurance products, supported by online account management, automated investment tools, and comprehensive reporting.
Product overview
Netwealth operates as a platform-plus-modules architecture offering integrated superannuation, retirement, and investment management solutions. The core platform consists of Wealth Accelerator (an IDPS investment wrap account) and Super Accelerator (a superannuation wrap service). These are complemented by specialized sub-products including Super Accelerator Plus and Core for different superannuation needs, Netwealth Private for wholesale investor premium services, the Netwealth Managed Account for professionally managed portfolios, and Netwealth GSS (Global Specialist Series) for specialist fund access. Additional services include SMSF solutions and non-custodial asset administration. The platform provides access to Australian and international securities, managed funds, managed accounts, term deposits, annuities, and insurance products, supported by award-winning technology for online investing, portfolio management, and comprehensive reporting.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth Accelerator: Full-featured online investment account, investor directed portfolio service for SMSF trustees, investors or family offices
- Super Accelerator Plus
- Super Accelerator Core
- Netwealth Private
- Netwealth GSS
- Netwealth Managed Account
Products and services
- Wealth Accelerator A full-featured online investment account and Investor Directed Portfolio Service (IDPS) for SMSF trustees, individual investors, and family offices to manage investments in one place, with access to Australian and international securities, domestic and international bonds, multi-currency trading, and streamlined administration of complex assets like private equity and debt.
- Super Accelerator A comprehensive superannuation wrap service providing access to managed funds, managed account models, ASX and international securities, with both accumulation and pension account options and insurance coverage for death, total and permanent disablement, and income protection.
- Super Accelerator Core A core superannuation product offering essential superannuation services and investment options for members with straightforward superannuation needs.
- Netwealth Private A premium service offering for wholesale and sophisticated investors providing access to multi-currency trading, domestic and international bonds, and other wholesale investment products.
- Netwealth Managed Account A managed account service that enables financial advisers to deliver professionally managed multi-sector, diversified, and international equity investment portfolios to their clients.
- Netwealth GSS (Global Specialist Series) A series of specialist funds and model portfolios that enable construction of diversified and cost-effective investment portfolios, available to both advisers and personal investors.
- SMSF Solutions Self-managed super fund (SMSF) solutions enabling SMSF trustees to manage their retirement savings through the Netwealth platform, offered to both advisers and personal investors.
- Non-custodial Asset Administration An outsourced administration service for assets held in the investor's own name, providing reporting, tax statements, and mail house support.
Quantifiable outcome
- 162,000+ account holders trust Netwealth for their wealth management needs
- +2 more outcomes
Companies that use Netwealth
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Netwealth technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature6 records
Netwealth partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- XeppocoreNetwealth is accelerating its acquisition of Xeppo to enhance data management capabilities and support its AI strategy. This acquisition coincides with the company's record full-year net profit and increased funds under administration. The acquisition aims to strengthen Netwealth's technology platform and data capabilities.
- Rochford CapitalcoreRochford Capital provides the Rochford Leveraged Long AUD Fund available on the Netwealth IDPS investment menu. The fund provides geared exposure to AUD/USD exchange rate movements through OTC derivatives, offering currency hedging solutions for investors with US dollar portfolio exposure.
- Antipodes PartnerscoreAntipodes Partners offers global equity products on the Netwealth Super and IDPS investment menus, including seven Antipodes funds covering global equities, emerging markets, and Asian equity strategies. Antipodes manages approximately AUD 21 billion firm-wide as of September 2025.
- Schroder Investment Management AustraliacoreSchroders offers seven funds on the Netwealth Super and IDPS investment menus covering Australian equities, international equities, Australian fixed interest, multi-sector, and alternative investment categories. Schroder Australia manages 37.4 billion across Australian capabilities as of May 2025.
- Invesco Real EstatecoreInvesco offers three funds on the Netwealth Super and IDPS investment menus: Invesco Australian Share Fund, Invesco Senior Secured Income Fund, and Invesco Global Real Estate Fund. Invesco Real Estate manages $86.4 billion in assets under management globally.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Netwealth competitors and assessment
Company assessmentDirect peers
- HUB24: HUB24 is an ASX-listed Australian wealth management platform providing wrap accounts, superannuation, and managed accounts to financial advisers - the closest direct competitor to Netwealth, with comparable FUA scale and adviser-led GTM.
- Praemium: Praemium is an ASX-listed Australian platform offering separately managed accounts (SMAs), wrap, and superannuation administration to advisers and wealth professionals, directly competing with Netwealth in the advised platform segment.
Broad incumbents
- Colonial First State: Colonial First State (part of KKR/CC Capital) is a major Australian superannuation and investment platform serving advisers and retail customers; a broad incumbent competing with Netwealth across super and wrap.
- AMP Limited: AMP is a large incumbent Australian wealth manager operating superannuation, platform, and advice businesses; competes with Netwealth in advised super and wrap platforms, though at a much larger and more diversified scale.
- Insignia Financial (formerly IOOF): Insignia Financial operates the IOOF, MLC, and North platforms - one of Australia's largest advised wealth platforms, directly competing with Netwealth across superannuation, wrap, and adviser services.
- North by Morningstar: North (formerly OneVue/MLC, owned by Morningstar) is an Australian advised wealth platform serving advisers and clients with super, investment, and wrap capabilities, competing directly with Netwealth.
- BT Panorama (Westpac): BT Panorama is Westpac's wealth platform providing superannuation, investments, and wrap services to advisers and customers; a major incumbent competitor within the Australian advised wealth space.
- Macquarie Wrap: Macquarie Bank's wealth platform offering wrap, super, and managed accounts through advisers; a broad incumbent with significant FUA competing head-to-head with Netwealth in the Australian advised market.
Emerging players
- Plenti (formerly RateSetter Australia) / Comparison Wealth Platforms: Emerging digital wealth and lending platforms in Australia that compete for self-directed investor wallet share; representative of the broader D2C fintech pressure that could erode Netwealth's direct-investor proposition over time.
- Vanguard Australia Personal Investor: Vanguard Australia's Personal Investor platform offers low-cost direct-to-consumer super and investment products; a competitive threat on price rather than functionality, increasingly relevant as cost-conscious investors bypass advised platforms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
Netwealth social profiles
Digital presenceNetwealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Netwealth leadership team
Management profileNumber of profiles
Profiles1 record
Netwealth subsidiaries and ownership
Company hierarchySubsidiaries2 records
Netwealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Netwealth M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Netwealth
What does Netwealth do?
Netwealth operates a cloud-based wealth management platform offering superannuation administration, investment wrap accounts, and managed account services to financial advisers and personal investors in Australia. The platform consolidates superannuation, retirement, and investment management into a single integrated solution with access to Australian and international securities, managed funds, term deposits, and insurance products, supported by online account management, automated investment tools, and comprehensive reporting.
Is Netwealth a public or private company?
Netwealth is a public company. It is classified as public and is currently operating.
When was Netwealth founded?
Netwealth was founded in 1999. It employs 501 to 1,000 people.
Where is Netwealth based?
Netwealth is headquartered in Melbourne, Australia, in the Oceania region.
How does Netwealth make money?
Three revenue lines are on record. Platform and Administration Fees are the primary driver. The others are investment Management Fees and transaction and Trading Fees.
Who are Netwealth's main competitors?
Direct peers on record are HUB24 and Praemium. Broad incumbents are Colonial First State, AMP Limited, Insignia Financial (formerly IOOF), North by Morningstar, BT Panorama (Westpac) and Macquarie Wrap. Emerging players are Plenti (formerly RateSetter Australia) / Comparison Wealth Platforms and Vanguard Australia Personal Investor.
Does Netwealth have an API?
Yes. Netwealth operates a Developer Portal providing a public API for external developers to build integrations and applications that connect with the Netwealth platform. Developer documentation is at developer.netwealth.com.au/public-api.
What industry is Netwealth in?
Netwealth's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAGAEAI, High-Net-Worth & Private Wealth Digital Platforms (Digital Private Banking), with a secondary code of FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 525 and its SIC code is 6282.