What Xeppo does

Xeppo is a private Australian database management platform headquartered in Adelaide, with a workforce of 11-50 employees. Per the firmographic record, the company's product surface spans real-time analytics, application programming interfaces (APIs), system integrations, process automation, and customer relationship management (CRM) functionality, positioning it as a general-purpose data infrastructure layer rather than a vertical-specific application.

The most concrete commercial signal in the source material is Xeppo's strategic partnership with Netwealth, an Australian wealth management platform serving advisers, self-directed investors, SMSF trustees, and superannuation members. The relationship is classified as 'core' strategic tier, indicating deep embedding of Xeppo's data solutions into Netwealth's 'Netwealth Unify' cloud-based data management platform, which handles data aggregation, insights, and reporting for advisers. This positions Xeppo as a backend data layer enabling consolidated, multi-source financial data workflows within a regulated wealth platform context.

The business model is not directly disclosed in the input. No pricing models, publicly disclosed prices, revenue figures, funding rounds, or customer counts beyond Netwealth are evidenced. Xeppo's go-to-market appears partner-led: by integrating into Netwealth's adviser-facing platform, Xeppo gains indirect distribution to Netwealth's adviser and personal client base without bearing direct customer acquisition cost. Revenue mechanics likely combine platform/usage fees from anchor partners with potential per-adviser or per-account licensing, but this is inferred from the partnership structure rather than confirmed in source data. Operating geographies, certifications, and management team composition are not disclosed.

Name

Xeppo

Legal name

Xeppo

Website

https://xeppo.com.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Xeppo is an Australian database management platform offering real-time analytics, APIs, integrations, process automation, and CRM solutions, headquartered in Adelaide with 11-50 employees. It serves as an embedded data layer for partners including wealth platform Netwealth.

Ownership category

akta.pro rank

Product category

Financial Advisory Practice Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computer Systems Design and Related Services (54151), Computer Systems Design Services (541512)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

Digital Experience Monitoring & Management (DEX/DEM, AIOps for EUC) (BPAEAIAF)

Keywords

• Fintech data solutions
• Practice management software
• Data aggregation platform
• Real-time analytics
• CRM automation

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Core offering

Xeppo provides a database management platform that delivers real-time analytics, an API, system integrations, process automation, and CRM functionality. It is positioned as a specialist fintech data solutions provider serving financial-adviser and wealth-management workflows, including integrations with platforms such as Netwealth.

Differentiator

Problem solved

Functional benefit

Products and services

• Xeppo Data Management Platform Xeppo's core database management platform that provides real-time analytics, an API, third-party system integrations, process automation, and CRM functionality. It serves financial advisory and wealth-management practices that need to consolidate data from platforms and back-office systems into a unified operational layer.

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NetwealthcoreStrategic or Co-development PartnerNetwealth has formed a strategic partnership with Xeppo, a specialist fintech data solutions provider. This partnership enables Netwealth to integrate Xeppo's data solutions into its platform offering.

Recent moves1 record

Expansion highlights3 records

Direct peers

• Moneysoft: Australian cashflow and goals-based financial planning tool with data integrations and analytics for advisers. Comparable as a data-driven adviser toolset with API/integration capabilities.
• Netwealth: Australian wealth platform and Xeppo's anchor strategic partner. Operates Netwealth Unify, a cloud-based data management layer for advisers, providing data aggregation, insights, reporting, and system connectivity — directly overlapping with Xeppo's capabilities and serving the same adviser customer base.
• Midwinter Financial Services: Australian financial planning and advice technology vendor offering data aggregation, reporting, and CRM functionality. Comparable target customer (Australian advisers) and overlapping product surface.
• BGL Corporate Solutions: Leading Australian fintech providing CAS and SMSF administration software (Simple Fund 360, Class) with deep data aggregation, reporting, and CRM-adjacent workflows for advisers and accountants. Highly comparable verticalized data platform play in the same Australian market.
• Class Super: Australian SMSF administration and wealth data platform serving advisers and accountants. Comparable in delivering data aggregation, insights, and reporting workflows embedded in financial-advice back-office processes.
• Practi.fi: Australian financial planning and practice-management software for advisers, combining CRM, data, and workflow automation. Closely mirrors Xeppo's positioning of CRM + data + automation for advice firms.

Broad incumbents

• HUB24: Major Australian wealth/investment platform offering data, reporting, and integration capabilities for advisers. Acts as a broader incumbent that could in-house or partner with firms like Xeppo to deliver adviser data services.
• Xero: Cloud accounting platform with extensive API ecosystem, data aggregation, and app integrations serving small businesses and their advisers. Comparable as a horizontal data platform with adviser/advisory firm adoption across Australia and globally.
• Salesforce: Global CRM and platform leader with strong financial-services cloud offerings, analytics, automation, and APIs. A likely competitor or incumbent building blocks within financial-advice data workflows.
• Yodlee: Established financial data aggregation and analytics platform (under Envestnet) widely used by wealth platforms and fintechs. Directly comparable in providing the data aggregation, API, and analytics layer that Xeppo also delivers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/xeppo_au

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Xeppo