Zenith Investment Partners

What Zenith Investment Partners does

Zenith Investment Partners Pty Ltd is an Australian investment research, managed accounts, and portfolio consulting firm founded in 2002 and headquartered in Melbourne, with an additional office in Sydney. The company is a wholly-owned subsidiary of the global financial data and technology group FE fundinfo, which acquired the broader Zenith Group at the end of 2021. Zenith operates a platform-plus-modules architecture anchored by its flagship Zenith Mosaic research and portfolio insights platform, covering nearly 1,000 rated investment products across managed funds, ETFs, LICs, alternatives, and super funds, with access to over 4,000 funds for comparison and portfolio construction.

The core product set spans qualitative investment research with tiered ratings (Highly Recommended, Recommended, Approved), multi-asset managed account portfolios (Customised, Responsible Investment, Dynamic ETF, Essentials, Elite Blends) managing over $6 billion in client assets, strategic and dynamic asset allocation consulting, research and portfolio tools (FE Analytics, FE Analytics FinXL), data and document feeds via secure APIs, automated fund document production (fact sheets and TMDs), and digital fund tools. Zenith also operates the Chant West superannuation research franchise and hosts the annual Zenith Fund Awards industry event. Technology infrastructure runs on Microsoft Azure and leverages FE fundinfo's ISO 27001, ISO 9001, and ISAE 3402-accredited data backbone, processing 7 million data points and managing more than 550,000 regulatory documents annually. The company holds B Corp certification and is a member of the Responsible Investment Association Australia (RIAA).

Zenith's revenue model is predominantly subscription-based and recurring, with streams from research subscriptions to financial advisers and licensees, managed account management fees, data and document feed fees, fund document production fees, investment ratings services paid by fund managers, and asset allocation consulting. The firm serves Australian financial advisers, paraplanners, investment platforms (HUB24, Netwealth, AMP My North, BT Panorama, Macquarie Wrap, Colonial First State, Powerwrap), fund managers, super funds, wealth managers, and dealer groups through a national direct sales team. Recent strategic emphasis has been on private markets expansion via the Zenith Private Assets Portfolio (ZPAP) launched in partnership with Link Wealth, and continued integration of Chant West superannuation research into the Mosaic platform.

Name

Zenith Investment Partners

Legal name

Zenith Investment Partners Pty Ltd

Website

https://zenithpartners.com.au

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

51–100 employees

Short description

Zenith Investment Partners is an Australian investment research, managed account, and portfolio consulting firm serving financial advisers, platforms, and fund managers. Founded in 2002, it operates the Zenith Mosaic platform, manages over $6B in SMA assets, and is a subsidiary of FE fundinfo.

Ownership category

akta.pro rank

Product category

Investment Research

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

Keywords

• Investment research
• Managed accounts
• Fund ratings
• Asset allocation
• Portfolio consulting

Headquarters

HQ city

Melbourne

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Research Subscriptions: Subscription-based access to investment research, ratings, and Mosaic platform for financial advisers, platforms, and fund managers
2. Managed Account Management: Management fees from managed account portfolios including customised, public menu, Dynamic ETF, Essentials, Elite Blends, and Responsible Investment portfolios managing over $6 billion in client assets
3. Data & Document Feeds: Fees for accessing fund data and documents via secure APIs, customisable by format, frequency, data fields, and delivery mechanism
4. Fund Document Production: Fees for automated fund and regulatory document production including fact sheets and TMDs
5. Investment Ratings Services: Fees from fund managers for ratings coverage, ratings process participation, and distribution reach through dealer group APL and platform inclusion
6. Asset Allocation Consulting: Subscription and consulting fees for strategic asset allocation advice including Dynamic Asset Allocation reports, quarterly reviews, and investment committee support

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

Zenith Investment Partners is a leading Australian provider of investment research, fund ratings and managed account portfolio solutions for the financial services industry. The firm offers qualitative ratings on nearly 1,000 investment products, multi-asset managed account portfolios (Customised, Responsible Investment, Dynamic ETF, Essentials, Elite Blends) managing over $6 billion in client assets, asset allocation consulting, and supporting data, document production and analytics tools through its Zenith Mosaic and FE Analytics platforms.

Product overview

Zenith Investment Partners operates as a leading investment research, managed accounts and portfolio consulting platform in the Australian financial services industry. The offering is a unified platform-plus-modules architecture built around the flagship Zenith Mosaic research and portfolio insights platform. Core services include Investment Research with fund ratings across 1,000+ products, a suite of Managed Account solutions (Customised, Responsible Investment, Dynamic ETF, Essentials, and Elite Blends portfolios managing over $6 billion in FUM), Asset Allocation consulting, and Research & Portfolio Tools including FE Analytics. Additional capabilities encompass Data & Document Feeds via secure APIs, Fund Document Production automation (fact sheets, TMDs), and Digital Fund Tools. The group also includes Chant West for superannuation research and hosts the annual Zenith Fund Awards. Most recently, Zenith launched its Private Assets Portfolio (ZPAP) in partnership with Link Wealth, expanding into private markets. As part of the global FE fundinfo Group, Zenith has access to international data infrastructure processing 7 million data points annually.

Differentiator

Problem solved

Functional benefit

Brands

• Chant West: Australia's leading superannuation research house providing investment research and ratings on industry and retail super funds.

Products and services

• Zenith Mosaic

Quantifiable outcome

• $6 billion in client assets managed through managed account solutions
• +3 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Link WealthcoreStrategic or Co-development Partner · 1 May 2025Exclusive partnership with Link Wealth for the launch of Zenith's Private Assets Portfolio (ZPAP), providing a scalable and accessible implementation pathway for advisers and their clients to access private markets through monthly liquid SMA structure.
• Responsible Investment Association Australia (RIAA)minorStrategic or Co-development Partner · 1 January 2024Zenith became a member of RIAA in 2024, an organization that champions responsible investing and a sustainable financial system in Australia and New Zealand, and is dedicated to ensuring capital is aligned with achieving a healthy society, environment and economy.
• Heuristic Investment SystemsminorStrategic or Co-development Partner · 1 March 2021Heuristic Investment Systems, a highly regarded asset allocation business, joined the Zenith Group in early 2021, bringing investment strategy, economic analysis and asset allocation research capabilities. Co-founded by Damien Hennessy.
• Chant WestcoreStrategic or Co-development Partner · 1 January 2020Zenith acquired Chant West in 2020, one of Australia's most respected super fund research, data, insights and technology businesses. Chant West provides market-leading superannuation research and ratings as part of the Zenith Group, with research team led by Mano Mohankumar.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Lonsec: Direct competitor in Australian investment research, ratings, and managed accounts; recently acquired van Eyk Research strengthening super research capabilities. Lonsec serves the same Australian adviser and platform clients with similar research, ratings, and SMA solutions as Zenith.
• Morningstar Australia: Provides investment research, ratings, portfolio management tools, and data services to Australian advisers and investors. One of the largest global competitors operating in the same research and adviser tools category, with overlapping coverage of super funds and managed investments.
• JANA Investment Advisers: Australian investment consulting and research firm providing asset allocation advice, manager research, and portfolio consulting to super funds, wealth managers, and platforms. Targets the same institutional super fund and wealth management clients with similar research and asset allocation services as Zenith's institutional arm.
• van Eyk Research: Australian super fund and managed account research firm now part of Lonsec Group. Historically competed with Chant West on super research and ratings, serving the same super fund research market as Zenith's Chant West subsidiary.

Broad incumbents

• Mercer (Australia): Global investment consulting firm with significant Australian footprint in investment research, asset allocation, and managed account consulting for institutional and high-net-worth clients. Offers overlapping research and asset allocation capabilities to similar super fund and wealth management clients.
• Insignia Financial: Major Australian wealth manager operating MLC, IOOF, and Expand platforms; offers competing managed account solutions and investment research. Competes directly in the managed accounts market and serves overlapping adviser channels, similar to Zenith's institutional and adviser clients.
• Colonial First State: Major Australian platform with FirstChoice and Advantedge products; offers competing managed accounts. Functions as both a customer (distributing Zenith managed accounts) and competitor, providing direct competition in managed account distribution and platform research.

Emerging players

• HUB24: Major Australian investment platform hosting Zenith managed accounts on Essentials and Dynamic ETF portfolios; also expanding in-house research and managed account capabilities. A key distribution channel for Zenith while increasingly competing for adviser wallet share through proprietary offerings.
• Rainmaker Group: Australian financial services research and data provider focused on super funds, platforms, and managed accounts. Competes in research and analytics for super funds and platforms — directly overlapping with Chant West (Zenith subsidiary) and Zenith's broader research offerings.

Others

• FE fundinfo Group: Zenith's parent company and infrastructure provider; supplies data, analytics, and platform technology (FE Analytics, data feeds, document production) that power Zenith's products. Provides enabling infrastructure rather than direct competition in the Australian adviser market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/zenith-investment-partners

Compliance6 records

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&A1 record

Investments

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

Frequently asked questions about Zenith Investment Partners