What Caddie does

Caddie (ThinkCaddie Pty Ltd, ABN 87 619 755 985) is an Australian cloud-based SaaS platform that delivers continuing professional development (CPD) management for financial planners, stockbrokers, and broader industry professionals. The platform is built around a web portal (app.thinkcaddie.com) with a fully mobile-responsive interface and centres on three workflows: learning (consumption of curated CPD content), recording (automatic tracking of CPD activities with external import and PDF/CSV exports), and managing (per-user, per-team, per-company training plans with manager assignment and automated follow-up reminders). The content catalogue comprises 200+ hours across articles, videos, podcasts, webinars, and events, sourced from publishers such as Deakin University, The Inside Network, RASK, Mintegrity, Ethics Adviser, Digital Finance Analytics, The Ethics Centre, and XY Adviser, with new material added weekly. Compliance posture is supported by Stripe-backed PCI Level 1 payment handling, WCAG 2.1 AA accessibility commitment, GDPR/APP-aligned privacy practices, and integrations covering Stripe and the Complii Compliance Automation Platform.

Caddie operates a subscription-based revenue model with two tiers priced in Australian dollars exclusive of GST: an individual plan at A$24 per user per month and an organisations / dealer-groups plan at A$29 per user per month, the latter adding team progress overviews, multi-team compliance reporting, and a dedicated Caddie Crew member for onboarding. Both are sold on a month-to-month basis with no lock-in contracts; a 14-day free trial and a self-serve signup flow support a product-led growth motion for individuals and SMBs, while a sales-assisted motion with assigned Caddie Crew members targets mid-market and enterprise AFSL holders and dealer groups. Marketing is digital-first, with content marketing, an email newsletter, and active presence on LinkedIn, Twitter, and Facebook. The company is headquartered at Level 8, 8 Spring St, Sydney NSW 2000, operates with a 1–10 person team, has not disclosed external funding or M&A activity, and serves Australia only.

Name

Caddie

Legal name

ThinkCaddie Pty Ltd ABN 87 619 755 985

Website

https://thinkcaddie.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Caddie is an Australian SaaS platform that delivers continuing professional development content, tracking, and compliance management for financial planners, stockbrokers, and industry professionals across Australia.

Ownership category

akta.pro rank

Product category

Continuing Professional Development Software

NAICS

Professional and Management Development Training (611430), Software Publishers (5132)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Legal & Governance Professional Development (EDAGANAK)

akta.pro secondary industry

Training Delivery Providers (In-Person, Virtual, Train-the-Trainer) (BPACANAM)

Keywords

• Continuing professional development
• CPD management software
• Financial compliance training
• Professional development platform
• Learning management system

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

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

Revenue model

1. Subscription - Individual: Monthly subscription for individual financial professionals to access CPD content library, tailored training plans, real-time tracking dashboard, and event notifications. First 30 days free, auto-renewing monthly.
2. Subscription - Organisation/Dealer Group: Per-user monthly subscription for organisations and dealer groups with multiuser access. Includes all individual features plus team progress overview, real-time compliance reporting, multi-team tracking, and dedicated onboarding support from a Caddie Crew member.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Caddie is a cloud-based SaaS platform that delivers continuing professional development (CPD) content and tracking to Australian financial professionals. It serves financial planners, stockbrokers, and industry professionals by combining a curated content library of 200+ hours with customisable training plans, real-time progress reporting, and team compliance management tools that help users meet FASEA and RG105 obligations. Organisations can additionally upload internal training content, assign managers per team, and export PDF/CSV reports for licensee oversight.

Product overview

Caddie is a single unified CPD management platform designed for financial planners, stockbrokers, and industry professionals to manage their continuing professional development compliance. The platform consists of the Caddie Web Portal as the core product, with two subscription tiers (Individual at $24/user/month and Organisations & Dealer Groups at $29/user/month), supported by a CPD Content Library offering over 200 hours of content. Users access the Web Portal to complete CPD activities, track progress against FASEA requirements, and generate compliance reports. The platform also supports Micro CPD for quick article-based learning and integrates with Complii for enhanced compliance automation. New users can start with a 14-day free trial before subscribing.

Differentiator

Problem solved

Functional benefit

Products and services

• Caddie Web Portal Cloud-based SaaS web portal where financial professionals access CPD content, complete training activities, track progress against FASEA requirements, and generate compliance reports. Includes customisable training plans, real-time progress dashboard, one-click PDF/CSV reporting, external CPD CSV import, internal training upload and publishing, and automated reminders for users falling behind.
• CPD Content Library Curated library of more than 200 hours of CPD content across articles, videos, podcasts, webinars, and events sourced from industry publishers including Deakin University, The Inside Network, RASK, Ethics Adviser, Mintegrity, Digital Finance Analytics, The Ethics Centre, and XY Adviser. New content is added weekly and covers financial planning, stockbroking (including RG105), and industry professional categories.
• Micro CPD Short-form CPD content consisting of articles published in industry journals, white papers, or related research articles relevant to financial advisers, accruing 0.03 CPD points per completed article for time-constrained industry professionals.

Quantifiable outcome

• Progress reports accessible in less than three clicks
• +3 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature9 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Complii Compliance Automation PlatformcoreTechnology or IntegrationFully integrated with Complii Compliance Automation Platform, allowing Caddie to offer a comprehensive compliance solution. Caddie is positioned as an integrated entity of Complii Fintech Solutions Software, enabling joint customers to manage both CPD/compliance training and retail compliance systems through connected platforms.
• MintegrityminorOthersContent provider supplying stockbroking CPD content (articles, videos, podcasts, webinars) to Caddie's platform.
• Deakin UniversityminorOthersContent provider supplying CPD content including business school materials to Caddie's platform for financial planners and industry professionals.
• The Inside NetworkminorOthersContent provider supplying CPD content to Caddie's platform, featured as one of the leading industry publishers users already know and love.
• RASKminorOthersContent provider supplying CPD content to Caddie's platform for financial adviser professional development.
• Ethics AdviserminorOthersContent provider supplying ethics-related CPD content to Caddie's platform for financial services professionals.
• Digital Finance AnalyticsminorOthersContent provider supplying stockbroking CPD content to Caddie's platform, featured alongside other leading industry publishers.
• The Ethics CentreminorOthersContent provider supplying ethics-related CPD content to Caddie's platform, one of the industry publishers featured in the content library.
• XY AdviserminorOthersContent provider supplying CPD content to Caddie's platform, one of the industry publishers featured in the content library.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• FINSIA: Financial Services Institute of Australasia, a professional membership body delivering CPD, certifications, and learning programs to Australian financial services professionals. Comparable because it sells regulated CPD content and membership education to the same target audience as Caddie.
• Kaplan Professional: One of Australia's largest CPD/CE providers for financial advisers, accountants, and real estate professionals. Directly comparable to Caddie in FASEA-aligned CPD content delivery and in serving the same Australian adviser and licensee customer base.
• RML Training: Australian provider of compliance and CPD training for financial advisers, stockbrokers, and licensees. Closely comparable offering to Caddie with similar FASEA-aligned curriculum, blended delivery, and dealer-group reporting features.

Broad incumbents

• Complii: Australian compliance automation platform for AFSL holders, integrated with Caddie. Comparable as a broader compliance incumbent in the same dealer-group ecosystem; competes indirectly through adjacent compliance workflows even while serving as Caddie's integration partner.
• Macquarie Graduate School of Management Executive Education: University-based provider of executive and professional development programs in financial services and risk. Comparable in delivering CPD-eligible content to Australian financial professionals, but as part of a much broader educational portfolio.
• Deakin University (Business School CPD): Supplies CPD content into Caddie's library while also offering its own continuing professional education programs. Comparable as a content authority and CPD provider, but operates at a much larger scale and as an upstream content partner rather than a head-to-head platform competitor.
• Docebo: Global enterprise LMS with learning-flow and content monetisation capabilities. Comparable as a SaaS training platform that larger financial services organisations could substitute for Caddie, particularly for in-house CPD delivery at scale.

Emerging players

• LearnDash: WordPress-based LMS used by many small professional training providers to deliver CPD-style courses. Comparable as a lower-cost platform alternative that organisations could use to build an in-house CPD portal instead of buying Caddie.
• Kognity: Specialist digital learning platform focused on regulated and accredited curricula, with content partnerships. Comparable as a digital content-and-platform play in professional education, though Kognity focuses on IB schools rather than financial services CPD.
• Thought Industries: Customer-facing online learning platform built for external training and certification businesses. Comparable as an enabling technology for monetising professional education, and a likely platform competitor if Caddie expands internationally or into adjacent professional verticals.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/ThinkCaddie
• Facebookfacebook.com/ThinkCaddie
• LinkedInlinkedin.com/company/thinkcaddie

Compliance3 records

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 Caddie