Teaminvest

What Teaminvest does

Teaminvest Pty Ltd is a private Australian investment management firm headquartered in Pymble, Sydney, founded in 2007 by Howard Coleman and a group of business owners and self-directed investors. The company operates an exclusive membership organisation targeting high-net-worth self-directed investors, business owners, and professionals, with a community of 600+ active members across 10 Australian cities and Auckland, New Zealand.

The company's core product is the proprietary Conscious Investor® software, developed over 40 years of research by Director of Research Dr John Price. The software applies a 27-factor quantitative screen (STRETD methodology) to filter thousands of listed companies, identifying "Wealth Winners®" and eliminating "Capital Killers®" with a demonstrated 5.5x higher probability of companies continuing to pass the screen over five years. This quantitative layer is complemented by qualitative Pre-SMaRT and SMaRT analysis frameworks examining management trustworthiness, business model resilience, and capital allocation, applied by members in facilitated discussion groups. The company holds Australian Financial Services Licence 334339.

Teaminvest generates revenue through a two-tier membership model (Pathways at A$6,900 joining + A$8,100 annual; Full at A$12,900 joining + A$10,800 annual) and two managed funds (Conscious Investor Fund for wholesale investors with A$500,000 minimum at 1.10% management fee plus 20% performance fee above 6%; Teaminvest Access Fund for retail/wholesale from A$10,000 at 1% management fee plus 20% performance fee above 6% with high-watermark). Distribution relies on a community-led go-to-market combining content marketing, member referrals, monthly face-to-face meetings, 11 annual full-day Masterclasses, and online application portals. Teaminvest is owned by ASX-listed parent TIP Group (Teaminvest Private), led by Andrew Coleman.

Name

Teaminvest

Legal name

Teaminvest Pty Ltd

Website

https://teaminvest.com.au

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Teaminvest is an exclusive Australian membership organisation for self-directed high-net-worth investors, offering proprietary Conscious Investor® quantitative screening software, qualitative investment methodology frameworks, and two managed funds, distributed via a 600+ member community across 10 Australian cities and Auckland.

Ownership category

akta.pro rank

Product category

Wealth Management and Investor Education

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment membership organization
• Quantitative stock screening software
• Managed investment funds
• Wealth education community
• Value investing methodology

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Membership Subscriptions: Two-tier membership model: Pathways Membership with one-time $6,900 joining fee plus $8,100 annual charge; Full Membership (by invitation) with $12,900 joining fee plus $10,800 annual. Both tiers include access to Conscious Investor software, training, webinars, and face-to-face Masterclasses.
2. Conscious Investor Fund Management: Wholesale fund with $500,000 minimum investment. Charges 1.10% management fee plus 20% performance fee when returns exceed 6% annually with rolling high-watermark requirements.
3. Teaminvest Access Fund Management: Retail and wholesale fund with $10,000 minimum. Charges 1% (plus GST) per annum investment management fee with 20% performance fee when returns exceed 6% annually above high-watermark.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

Teaminvest is an exclusive membership organisation and investment management firm that equips self-directed investors with the proprietary Conscious Investor® screening software, qualitative analysis frameworks (Pre-SMaRT and SMaRT), and community-led education including 11 annual Masterclasses. It also offers two managed funds—the wholesale Conscious Investor Fund (minimum $500,000) and the retail/wholesale Teaminvest Access Fund (minimum $10,000)—both applying the same disciplined value-investing methodology on behalf of investors who prefer delegated portfolio management.

Product overview

Teaminvest is an exclusive membership organisation offering a platform-plus-services model for self-directed investors. The core product is the proprietary Conscious Investor® software, which applies a 27-factor quantitative screen to identify Wealth Winners® and eliminate Capital Killers® among ASX and global listed companies. This is complemented by two membership tiers (Pathways and Full Membership) providing access to the software, 11 annual Masterclasses, and facilitated member workshops across nine Australian cities and Auckland. Teaminvest also offers two managed funds — the Conscious Investor Fund (wholesale, $500k minimum) and the Teaminvest Access Fund (retail/wholesale, $10k minimum) — both applying the same Conscious Investor® methodology for investors who prefer delegated management. Qualitative analysis is supported by the Pre-SMaRT and SMaRT frameworks used in member workshops.

Differentiator

Problem solved

Functional benefit

Brands

• Conscious Investor Fund: A wholesale investor fund for long-term value investing in outstanding Australian and international companies, applying the Conscious Investor® methodology.
• Teaminvest Access Fund
• Conscious Investor® Software

Products and services

• Teaminvest Pathways Membership Entry-level membership tier providing self-directed investors access to the proprietary Conscious Investor® software licence for personal use, training via phone/email/webinars, and 11 annual face-to-face Masterclasses. One-time $6,900 joining fee plus $8,100 annual charge, available to successful business owners, professionals, and self-directed investors in Australia and New Zealand.
• Teaminvest Full Membership Premium invitation-only membership tier providing access to the full suite of Teaminvest resources including the Conscious Investor® software, Masterclasses, facilitated discussion groups, workshops, and complete member services. One-time $12,900 joining fee plus $10,800 annual charge, by invitation only.
• Conscious Investor Fund Wholesale managed investment fund applying the proprietary Conscious Investor® methodology to invest in outstanding Australian and international companies for long-term value. Open to wholesale/sophisticated investors with a $500,000 minimum investment, monthly top-ups from $50,000, 1.10% (plus GST) per annum management fee, and 20% performance fee on returns exceeding 6% annually with a rolling 12-month high-watermark. Annualised return of 10.08% p.a. (257.08% total) since inception as at 31 May 2026.
• Teaminvest Access Fund Flexible, high-conviction equities fund applying the Teaminvest methodology to Australian listed companies with off-market capital protection features. Open to retail and wholesale investors with a $10,000 minimum initial investment, monthly top-ups from $500, 1% (plus GST) per annum investment management fee, and 20% performance fee when return exceeds 6% annually (1.47% per quarter) with a rolling 12-month high-watermark. No fees for initial investment, additional contributions, redemptions, or termination. Annualised return of 4.17% p.a. (17.56% total) since inception as at 31 May 2026.
• Conscious Investor® Software Proprietary investment screening software and database service developed by Dr John Price, providing quantitative screening of all ASX-listed companies via a 27-factor quantitative filter (STRETD methodology) to identify Wealth Winners® and eliminate Capital Killers®. Included with Teaminvest Pathways and Full Memberships for member self-directed investing.

Quantifiable outcome

• 18.39% p.a. gross compound return since 2001 (theoretical model portfolio)
• +3 more outcomes

Named customers12 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

One partnership is on record.

• TIP Group (Teaminvest Private)coreOthersTIP Group (Teaminvest Private) is the ASX-listed parent company that owns and operates Teaminvest. Run by Andrew Coleman (founder's son), TIP Group ensures continuity of vision and leadership. TIP Group operates the Conscious Investor Fund and Teaminvest Access Fund.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Investors Mutual: Australian active fund manager with a long-standing value-investing philosophy and ASX-focused strategies. Comparable to Teaminvest's fund-management arm and shares the value/quality screening orientation.
• Montgomery Investment Management: Australian boutique fund manager running the Montgomery Fund and small-cap strategies with a long-term, fundamentals-driven approach. Comparable on boutique Australian equity management and investor-education focus.
• Marcus Today: Australian subscription-based investment education and research service for retail/self-directed investors. Comparable as a subscription education community, though with broader market coverage than Teaminvest's quality/value screen.
• NAOS Asset Management: Australian boutique fund manager running concentrated, quality-focused listed-equity strategies (NAOS Emerging Opportunities, NAOS Small Cap Opportunities). Comparable on boutique value/quality philosophy and ASX-centric mandates.
• Stockdoctor: Australian subscription-based stock-screening and research service for self-directed investors. Comparable to the Conscious Investor® software and membership research component of Teaminvest.
• Wilson Asset Management (WAM Capital): ASX-listed fund manager running a suite of value-oriented LICs and funds for Australian retail/wholesale investors. Comparable as a value-focused Australian fund manager with strong retail brand and similar investor education emphasis.
• Plato Investment Management: Australian active equity manager known for quality-compounding strategies and long-term, valuation-disciplined mandates. Comparable as an ASX-aware active manager with similar quality/valuation screen orientation.
• Intelligent Investor: Australian value-investing subscription research and education service for self-directed investors. Closest comparable on the membership-plus-research model and value-investing philosophy targeted at Australian retail/HNW investors.

Emerging players

• Livewire Markets: Australian investment-research and content platform connecting self-directed investors with fund managers and analysts. Adjacent as an investor-education ecosystem but lacks Teaminvest's proprietary screening tool and membership community.

Broad incumbents

• Magellan Asset Management: Large, established Australian-based global equities manager with broad retail/wholesale distribution. Operates in adjacent active-equity territory but at much greater scale and a more global mandate than Teaminvest's ASX-centric, membership-led model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat7 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/@Teaminvest2007
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/teaminvestaus

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

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 Teaminvest