InvestSense
InvestSense is an Australian multi-asset managed account provider offering CPI+ targeted diversified, ethical, bespoke and market diversifier portfolios via a proprietary Adviser Portal and Valuation Dashboard, distributed to investors through financial advisers across major Australian wealth platforms as part of Trellia Wealth Partners.
- Company typePrivate
- Founded2014
- HeadquartersMarrangaroo, Australia
- Headcount11–50
- GTM typeB2B
- OfferingServices
What InvestSense does
InvestSense is an Australian multi-asset managed account provider that constructs and manages model portfolios distributed to end investors through professional financial advisers and dealer groups. The company, founded in 2014 and headquartered in Sydney (Level 47, 180 George Street), now operates as a branch of Trellia Wealth Partners following a joint venture with Betashares Capital Ltd, under whose AFSL (341181) it conducts its Australian Financial Services activity.
The product suite comprises five core Diversified Portfolios targeting CPI+1% to CPI+5% returns across differing risk profiles, alongside Better World (ethically screened), Bespoke (custom-built) and Market Diversifier solutions, all constructed from a combination of direct Australian and international equities, ETFs and managed funds. Supporting the portfolios are two proprietary technology assets: the InvestSense Valuation Dashboard, a forward-looking analytical tool for evaluating asset class valuations and identifying dynamic investment opportunities, and the InvestSense Adviser Portal (investsense.app), which provides advisers with real-time portfolio transparency. Portfolios are integrated and accessible across all major Australian managed account platforms including North, BT Panorama, Praemium, Macquarie, Hub24, Netwealth, Mason Stevens and FirstChoice.
The business operates a B2B2C go-to-market model, monetising through managed account portfolio management fees on funds under advice, with revenue derived from professional portfolio construction and ongoing management rather than direct-to-consumer distribution. Marketing is conducted primarily via content channels including an insights blog, weekly podcast and email newsletter targeted at financial advisers. The company is privately held, employs 11–50 staff and serves the Australian market exclusively, with website content restricted to Australian residents.
InvestSense firmographics
Firmographics- Name
- InvestSense
- Legal name
- InvestSense Pty Ltd
- Website
- https://investsense.com.au
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- InvestSense is an Australian multi-asset managed account provider offering CPI+ targeted diversified, ethical, bespoke and market diversifier portfolios via a proprietary Adviser Portal and Valuation Dashboard, distributed to investors through financial advisers across major Australian wealth platforms as part of Trellia Wealth Partners.
- Ownership category
- akta.pro rank
InvestSense industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Asset & Allocation ETFs (Balanced, Target Risk) (FSAAAFAF)
Keywords
Where InvestSense is headquartered
LocationHeadquarters
- HQ city
- Marrangaroo
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
InvestSense business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Managed Account Portfolio Management: InvestSense generates revenue through fees associated with managing multi-asset managed account portfolios. The company constructs and manages portfolios using quality holdings, in-depth risk evaluation, and optimal diversification. Revenue is derived from professional portfolio management services provided to investors through financial advisers on various platform integrations.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
InvestSense product offering
Product offeringCore offering
InvestSense provides multi-asset managed account portfolios to financial advisers and dealer groups in Australia. Its core offering consists of five Diversified Portfolios (CPI+1% to CPI+5% return targets) combining direct shares, ETFs and Managed Funds, complemented by Better World ethical portfolios, Market Diversifier and Bespoke custom portfolios. All solutions are delivered via a proprietary Adviser Portal and supported by a proprietary Valuation Dashboard for forward-looking asset class analysis.
Product overview
InvestSense is a multi-asset managed account provider that offers a suite of investment solutions designed for financial advisers and their clients. The core offering consists of five Diversified Portfolios (Portfolio 1 through Portfolio 5) with CPI+ return objectives ranging from 1% to 5% per annum, targeting different risk profiles from low to high. These portfolios combine direct shares, active and passive funds, and ETFs. Additionally, InvestSense offers Better World Portfolios for ethically-conscious investors, Market Diversifier for enhanced diversification, and Bespoke Portfolios for clients with unique requirements. All solutions are accessible through the proprietary Adviser Portal providing real-time portfolio transparency, supported by a proprietary Valuation Dashboard for investment analysis. InvestSense has partnered with Betashares and joined forces to form Trellia Wealth Partners.
Differentiator
Problem solved
Functional benefit
Brands
- Diversified Portfolios: Managed account portfolios targeting CPI+ return objectives across five risk profiles (CPI+1% through CPI+5%), investing in Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash.
- Better World Portfolios
- Bespoke Portfolios
- Market Diversifier
Products and services
- InvestSense Diversified Portfolio 1 A diversified managed account portfolio targeting CPI+1% returns over the long term, investing in Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Designed for investors with low to medium risk tolerance and a 5+ year investment timeframe.
- InvestSense Diversified Portfolio 2 A diversified managed account portfolio targeting CPI+2% returns over the long term, investing in Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Designed for investors with medium risk tolerance and a 5+ year investment timeframe.
- InvestSense Diversified Portfolio 3 A diversified managed account portfolio targeting CPI+3% returns over the long term, investing in Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Designed for investors with medium to high risk tolerance and a 7+ year investment timeframe.
- InvestSense Diversified Portfolio 4 A diversified managed account portfolio targeting CPI+4% returns over the long term, investing in Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Designed for investors with high risk tolerance and a 10+ year investment timeframe.
- InvestSense Diversified Portfolio 5 A diversified managed account portfolio targeting CPI+5% returns over the long term, investing in Australian equities, international equities, property, infrastructure, alternatives, fixed interest and cash. Designed for investors with high risk tolerance and a 10+ year investment timeframe.
- Better World Portfolios Ethically screened, diversified managed account portfolios combining direct Australian equities with leading investment managers and ETFs focused on ethical, sustainable and impact investing. Designed for investors who care about environmental and social considerations.
- Market Diversifier A managed account solution designed to provide diversification across markets and asset classes, complementing core portfolio holdings.
- Bespoke Portfolios Custom-built managed account portfolios tailored to the specific needs and preferences of financial planning groups and their clients, for situations where off-the-shelf solutions are insufficient.
- InvestSense Adviser Portal A tailored web-based portal allowing financial advisers to access real-time portfolio information, view holdings, explore inner workings of portfolios, and review investment updates. Provides total transparency into InvestSense managed accounts.
Companies that use InvestSense
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
InvestSense technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature1 record
InvestSense partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- Betashares Capital LtdcoreInvestSense is an Authorised Representative of Betashares Capital Ltd (ABN 78 139 566 868, AFSL 341181). The two companies have joined forces to form Trellia Wealth Partners, creating a combined entity offering expanded managed account solutions and distribution capabilities.
- North Investment PlatformcoreNorth Investment Platform integration allowing InvestSense portfolios to be accessible to advisers and investors using the North platform.
- BT PanoramacoreBT Panorama platform integration for accessing InvestSense managed account portfolios.
- PraemiumcorePraemium platform integration for accessing InvestSense managed account portfolios.
- MacquariecoreMacquarie platform integration for accessing InvestSense managed account portfolios.
- Hub24coreHub24 platform integration for accessing InvestSense managed account portfolios.
- NetwealthcoreNetwealth platform integration for accessing InvestSense managed account portfolios.
- Mason StevenscoreMason Stevens wealth platform integration for accessing InvestSense managed account portfolios.
- FirstChoicecoreFirstChoice platform integration for accessing InvestSense managed account portfolios.
Scale indicators2 records
Recent moves7 records
Expansion highlights4 records
InvestSense competitors and assessment
Company assessmentBroad incumbents
- Vanguard: Global low-cost asset manager with extensive ETF and managed account offerings, including significant Australian operations. Comparable to InvestSense in providing diversified multi-asset portfolios to advisers and investors, but with a passive-leaning, scale-driven model.
- Insignia Financial: Large Australian wealth management platform (formerly IOOF) offering platforms, advised distribution, and investment solutions. Comparable to InvestSense in serving Australian financial advisers with investment solutions, though operating at much larger scale and broader scope.
- BlackRock: World's largest asset manager offering iShares ETFs, multi-asset portfolios, and managed accounts globally with extensive Australian operations. Comparable to InvestSense in offering multi-asset investment solutions, though operating at vastly larger scale across many geographies.
- AMP Capital: Major Australian asset manager with multi-asset, real estate, infrastructure, and equities capabilities serving institutional and retail clients. Comparable to InvestSense in the Australian multi-asset space but with broader asset class coverage and institutional scale.
Direct peers
- Betashares: Leading Australian ETF provider that recently combined with InvestSense to form Trellia Wealth Partners, offering broad ETF and now managed account portfolios. Comparable as the strategic partner now co-distributing multi-asset solutions to Australian advisers and investors.
- Russell Investments: Global multi-asset investment manager with deep Australian operations providing portfolio management solutions to advisers and institutions. Comparable to InvestSense as a multi-asset manager serving Australian advisers, with multiple InvestSense team members previously employed there.
- DNR Capital: Australian multi-asset and equities boutique offering managed accounts and managed fund solutions to advisers and institutions. Directly comparable to InvestSense as a competing boutique multi-asset provider with an adviser-channel distribution model in Australia.
- Perpetual Limited: ASX-listed Australian asset manager with multi-asset, equities, and fixed income capabilities distributed through advisers. Comparable to InvestSense as a significant multi-asset manager in Australia with an adviser-focused distribution strategy.
- Magellan Asset Management: ASX-listed Australian investment manager offering global equities and infrastructure strategies distributed primarily through advisers. Comparable as an Australian-listed manager targeting adviser-led distribution of differentiated investment portfolios.
Emerging players
- Mason Stevens: Australian wealth platform and asset consultancy offering managed account solutions and integrated investment services to advisers. Comparable to InvestSense as both a managed account provider and platform partner, with overlapping adviser client base and product offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
InvestSense social profiles
Digital presenceInvestSense compliance and trust
Trust signalCompliance3 records
InvestSense financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestSense leadership team
Management profileNumber of profiles
Profiles15 records
InvestSense funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestSense 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 InvestSense
What does InvestSense do?
InvestSense provides multi-asset managed account portfolios to financial advisers and dealer groups in Australia. Its core offering consists of five Diversified Portfolios (CPI+1% to CPI+5% return targets) combining direct shares, ETFs and Managed Funds, complemented by Better World ethical portfolios, Market Diversifier and Bespoke custom portfolios. All solutions are delivered via a proprietary Adviser Portal and supported by a proprietary Valuation Dashboard for forward-looking asset class analysis.
Is InvestSense a public or private company?
InvestSense is a private company. It is classified as corporate owned and is currently operating.
When was InvestSense founded?
InvestSense was founded in 2014. It employs 11 to 50 people.
Where is InvestSense based?
InvestSense is headquartered in Marrangaroo, Australia, in the Oceania region.
How does InvestSense make money?
One revenue line is on record: managed Account Portfolio Management.
Who are InvestSense's main competitors?
Broad incumbents on record are Vanguard, Insignia Financial, BlackRock and AMP Capital. Direct peers are Betashares, Russell Investments, DNR Capital, Perpetual Limited and Magellan Asset Management. Mason Stevens is listed as an emerging player.
Does InvestSense have an API?
No public API is recorded for InvestSense.
What industry is InvestSense in?
InvestSense's product category is Investment Management. Its primary akta.pro industry code is FSAAAFAF, Multi-Asset & Allocation ETFs (Balanced, Target Risk). Its NAICS code is 523940 and its SIC code is 6282.