Name

Wealth Today

Legal name

Wealth Today Pty Ltd

Website

https://wealthtoday.com.au

Company type

Public

Founded year

2008

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Financial Services Licensee / Dealer Group Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Life Insurance (6311)

akta.pro primary industry

Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Financial services licensee
• Dealer group services
• Advice licensee platform
• Compliance support services
• Professional development programs

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Licensee Fees: Wealth Today generates revenue through licensee fees charged to financial advisers who join their dealer group network. Advisers pay fees to access licensing services, compliance support, approved product list management, professional indemnity insurance, and the broader WT Financial Group infrastructure.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Wealth Today is a national Australian financial services licensee (AFSL 340289) and dealer group formed in 2008. It provides Australian financial advisers with a license, compliance support, an open-architecture approved product list, professional indemnity insurance, education programs, paraplanning, and business coaching so advisers can operate their own branded practices under Wealth Today's AFSL.

Product overview

Wealth Today is a national financial services licensee and dealer group formed in 2008, providing a platform and service bundle for financial advisers. The core offering is the Licensee Services platform under which advisers operate via an Approved Product List (APL). This is complemented by add-on modules including Compliance Support Services, Professional Development & Education, Client Engagement & Lead Generation Tools, an integrated Paraplanning Panel, Business Coaching & Support, and Professional Indemnity Insurance. The ecosystem is anchored by an Adviser Resource Centre. Together these services form an integrated dealer group solution enabling advisers to grow their practices while maintaining their own branding and client relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Licensee Services (Dealer Group & AFSL)

Named customers3 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• WT Financial Group Limited (ASX: WTL)coreOthersWealth Today Pty Ltd (AFSL 340289) is a wholly-owned subsidiary of ASX-listed WT Financial Group Limited. This parent-subsidiary relationship provides Wealth Today with the backing and infrastructure of one of Australia's largest financial adviser networks, supporting 400+ independently-owned practices across the country.

Scale indicators5 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Centrepoint Alliance: Centrepoint Alliance operates a national licensee and dealer group business in Australia, providing AFSL licensing, compliance, education, and business support to a network of independent financial advisers. It is one of the closest direct comparables to Wealth Today in terms of offering breadth and target market.
• Synchron (part of Netwealth Group): Synchron is an Australian financial advice licensee and dealer group acquired by Netwealth Group, providing licensing, compliance, and practice support to independent advisers. It competes directly with Wealth Today for advisers seeking a non-bank-aligned licensee platform, and several Wealth Today regional managers previously worked at Synchron.
• Fitzpatricks Private Wealth: Fitzpatricks is a privately-owned Australian financial advice and accounting licensee supporting a national network of advisers. It competes with Wealth Today for adviser practices seeking AFSL support and is comparable in scale and positioning within the mid-market dealer group segment.
• Australian Unity Advice: Australian Unity operates a financial advice licensee business supporting employed and aligned advisers, with a mutual organisation ownership structure. While broader in scope (including banking, insurance, and health), its advice licensee arm is comparable to Wealth Today in providing compliance and practice support.
• Lifespan Financial Planning: Lifespan Financial Planning is an Australian dealer group and licensee serving a network of independent financial advisers. It provides similar licensee, compliance, and paraplanning services to Wealth Today's offering and targets the same mid-market advice practice segment.
• Count Limited: Count is a leading Australian licensee and dealer group supporting a large network of accounting and financial advice practices. It operates a comparable open-architecture model to Wealth Today and targets similar small-to-mid-sized advice practices seeking flexible licensing arrangements.

Broad incumbents

• Insignia Financial (formerly IOOF): Insignia Financial is one of Australia's largest financial advice and wealth management groups, operating multiple licensee brands and platforms. Like Wealth Today, it provides licensing infrastructure, compliance support, and product platforms to financial advisers across Australia, but at significantly larger scale and with vertically-integrated product manufacturing.
• AMP Limited (Advice and Licensee business): AMP operates a large advice and licensee business supporting thousands of advisers across Australia, including owned and aligned licensees. While much larger and vertically-integrated, AMP competes with Wealth Today for the same pool of Australian financial advisers seeking licensee support.

Emerging players

• AZN Financial Group (formerly AZB): AZN Financial Group is a smaller Australian licensee and dealer group offering AFSL support, compliance, and practice services to financial advisers. It overlaps with Wealth Today in service offering but operates at a smaller scale, positioning it as a competitor for the same adviser acquisition funnel.

Others

• WT Financial Group Limited: WT Financial Group Limited is the ASX-listed parent company of Wealth Today and operates related licensee brands including Millennium 3. While not a competitor, it is structurally adjacent — its broader group strategy, capital allocation, and consolidated reporting provide direct read-throughs to Wealth Today's positioning and growth trajectory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/wealth-today

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Wealth Today