Teaminvest
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.
- Company typePrivate
- Founded2007
- HeadquartersSydney, Australia
- Headcount1–10
- GTM typeB2C
- OfferingServices
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.
Teaminvest firmographics
Firmographics- 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
Teaminvest industry classification
Industry- 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
Where Teaminvest is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices12 records
Markets served
Teaminvest business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 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.
- 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.
- 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
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Pathways Membership - Entry-level exclusive membership for self-directed investors |
| Subscription | Annual | Full Membership - Premium invitation-only membership with complete access |
| Subscription | Monthly | Conscious Investor Fund - Wholesale investors only |
| Subscription | Monthly | Teaminvest Access Fund - Retail and wholesale investors |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
Teaminvest product offering
Product offeringCore 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
Companies that use Teaminvest
Customer profileNamed customers12 records
Segments4 records
Ideal customer profiles3 records
Teaminvest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Teaminvest partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- TIP Group (Teaminvest Private)coreTIP 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
Teaminvest competitors and assessment
Company assessmentDirect 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
Teaminvest social profiles
Digital presenceTeaminvest financial estimates
Financial estimateRevenue estimate
Valuation estimate
Teaminvest leadership team
Management profileNumber of profiles
Profiles6 records
Teaminvest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Teaminvest 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 Teaminvest
What does Teaminvest do?
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.
Is Teaminvest a public or private company?
Teaminvest is a private company. It is classified as corporate owned and is currently operating.
When was Teaminvest founded?
Teaminvest was founded in 2007. It employs 1 to 10 people.
Where is Teaminvest based?
Teaminvest is headquartered in Sydney, Australia, in the Oceania region.
How does Teaminvest make money?
Three revenue lines are on record. Membership Subscriptions are the primary driver. The others are conscious Investor Fund Management and teaminvest Access Fund Management.
Who are Teaminvest's main competitors?
Direct peers on record are Investors Mutual, Montgomery Investment Management, Marcus Today, NAOS Asset Management, Stockdoctor, Wilson Asset Management (WAM Capital), Plato Investment Management and Intelligent Investor. Livewire Markets is listed as an emerging player. Magellan Asset Management is listed as a broad incumbent.
Does Teaminvest have an API?
No public API is recorded for Teaminvest.
What industry is Teaminvest in?
Teaminvest's product category is Wealth Management and Investor Education. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.