InvestmentLink

Name

InvestmentLink

Legal name

Midwinter Financial Services Pty Ltd

Website

https://investmentlink.com.au

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Financial Data Aggregation

NAICS

Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (523910)

SIC

Investment Advice (6282)

akta.pro primary industry

Fund Services & NAV Support (Fund Accounting Interfaces) (FSAFALAJ)

akta.pro secondary industry

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Financial data aggregation
• Investment data feeds
• Wealth management data
• Financial planning software
• Superannuation data services

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Data Aggregation and Distribution Services: InvestmentLink operates as a B2B data aggregator providing subscription-based access to consolidated financial data feeds. Fund managers, super funds, and product providers pay to distribute their data to advisers and software providers, while advisers and software providers access this data as a service.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

InvestmentLink is an independent data aggregation platform providing over 70 data feeds to the Australian financial market. It connects directly to hundreds of funds, super funds, platforms, and wraps, consolidating financial data through reconciliation and validation processes into standardized feeds. The platform delivers next-day data to financial planning software providers, dealer groups, and advisers covering thousands of advisers and millions of client accounts.

Product overview

InvestmentLink™ is a core data aggregation platform offered by Midwinter Financial Services. It operates alongside the AdviceOS suite of financial advice software modules (CRM, Dynamic Fact Find, Product Module with Product Comparison and Total Portfolio Analysis sub-modules, Insurance with Omnium Insurance Comparison, Strategy Module with Cashflow & Capital and Scaled Advice, Advice Documents, Client Portal, and Datafeeds), as well as a separate Digital Advice offering. InvestmentLink™ functions as the primary data aggregation and distribution engine, sourcing data from over 50 platforms and distributing it to hundreds of platforms, software providers, and dealer groups, while AdviceOS modules provide the downstream financial planning, analysis, and client management functionality.

Differentiator

Problem solved

Functional benefit

Brands

• InvestmentLink™: Independent data aggregator providing investment information and financial data feeds to the Australian financial market, connecting to hundreds of funds, super funds, platforms and wraps.

Products and services

• InvestmentLink

Quantifiable outcome

• 4.4 million+ client accounts supported
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Bravura Solutions LimitedcoreOthersBravura Solutions Limited is the parent company of Midwinter Financial Services Pty Ltd, which operates the InvestmentLink platform. This is an ownership/investment relationship where Midwinter operates as a subsidiary of Bravura Solutions.

Scale indicators6 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Plaid: Global financial data connectivity platform linking bank, investment and wealth accounts to applications. Comparable in two-sided data aggregator dynamics, multi-source reconciliation and the strategic role of being the 'plumbing' layer between financial institutions and downstream software.
• Hub24: Leading Australian wealth management and investment platform supporting advisers with consolidated portfolio data and reporting. Comparable as a downstream consumer of investment data feeds and as a parallel route by which advisers could obtain consolidated portfolio data in Australia.
• Iress: Australian-listed technology provider of market data, trading and wealth management infrastructure. Comparable as an Australian financial data and software infrastructure provider serving advisers, dealer groups and wealth platforms — overlapping significantly with InvestmentLink's customer set.
• Basiq: Australian open-banking and financial data aggregation provider serving lenders, fintechs and wealth platforms. Comparable in geography (Australia-only) and in supplying standardised, API-based feeds of bank, investment and superannuation account data to financial services software providers.
• Netwealth: Australian wealth management platform offering portfolio administration, reporting and data services to advisers. Comparable as a stakeholder in the Australian advice data ecosystem, both as a source of platform data for aggregators and as a direct provider of consolidated reporting to advisers.
• Yodlee (Envestnet Yodlee): Largest US-headquartered financial data aggregation platform powering wealth platforms, advisers and fintechs. Directly comparable to InvestmentLink in aggregating and reconciling holdings, transactions and account data across thousands of institutions for downstream advice and planning applications.
• Finicity (Mastercard Open Banking): Open-banking data aggregation platform owned by Mastercard that distributes verified financial account data to lenders, wealth managers and fintech applications. Comparable as a B2B data intermediary serving wealth and advice software stacks similar to InvestmentLink's.
• MX Technologies: Financial data aggregator and analytics provider used by banks, fintechs and wealth platforms to clean, enrich and distribute consumer financial data. Directly analogous business model to InvestmentLink's data validation and feed distribution to adviser software platforms.

Broad incumbents

• Morningstar: Global investment data, analytics and wealth platform provider serving advisers and asset managers. Comparable at the category level as an investment data and research infrastructure provider, though operating at much broader scale and scope than InvestmentLink's Australian aggregator niche.
• Bravura Solutions: ASX-listed parent company of InvestmentLink and a global provider of transfer agency, wealth management and pension administration software. Comparable as the broader software and data infrastructure parent whose portfolio and customer base InvestmentLink operates within.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/midwinterfs?lang=en
• Facebookfacebook.com/midwinterfs
• LinkedInlinkedin.com/company/investmentlink

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 InvestmentLink