Netwealth

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

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

• Wealth management platform
• Investment wrap services
• Superannuation administration
• Managed account solutions
• Financial adviser technology

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. Investment Management Fees: Fees from managing client investments through the platform, including Netwealth GSS funds and models, managed accounts, and other investment products.
3. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core.

• XeppocoreTechnology or IntegrationNetwealth 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 CapitalcoreStrategic or Co-development PartnerRochford 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 PartnerscoreStrategic or Co-development PartnerAntipodes 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 AustraliacoreStrategic or Co-development PartnerSchroders 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 EstatecoreStrategic or Co-development PartnerInvesco 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

Direct 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

• Xx.com/netwealthInvest
• Facebookfacebook.com/netwealthInvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Netwealth