Chant West

What Chant West does

Chant West is a Sydney-based research, data and analytics company operating in the Australian superannuation and financial advice sectors, founded in 1997. The company provides independent ratings, research, and software tools used by super funds, pension funds, investment platforms, financial advisers, and fintechs to assess product quality and support decision-making. Its core products include the Apple Rating system covering 150+ super and pension funds and platforms, the Switching Tools and AppleCheck comparison suites for advisers, the Member Outcomes Dashboard for regulatory reporting, and APIs for fintech integration. Revenue is generated through recurring subscription fees for research and software access, licensing royalties for promotional use of Apple ratings and award logos, and API access fees for fintech partners.

The company operates as a wholly-owned subsidiary of the FE fundinfo Group following the 2021 acquisition of Zenith Group (Zenith had previously acquired Chant West from ASX-listed Chant West Holding Ltd in July 2020). Chant West runs an annual Chant West Super Fund Awards program spanning 14 categories, hosts the Sydney-based black-tie awards ceremony attended by 300+ industry guests, and maintains the Epic Retirement Tick and Adviser-Ready Fund accreditation frameworks developed in partnership with Epic Retirement Institute and the Financial Advice Association Australia. Distribution combines direct enterprise subscriptions, a freemium trial motion for advisers, and channel distribution via the Zenith Mosaic platform.

Name

Chant West

Legal name

Zenith CW Pty Ltd

Website

https://chantwest.com.au

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

11–50 employees

Short description

Chant West is an Australian research, data and analytics provider offering proprietary super fund, pension, and platform ratings, comparison software, and APIs to super funds, financial advisers, and fintechs across Australia.

Ownership category

akta.pro rank

Product category

Superannuation Research and Analytics

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Superannuation fund ratings
• Pension fund research
• Investment platform ratings
• Financial adviser analytics
• Fund comparison software

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Research Subscriptions: Subscription-based access to Chant West's research, ratings, and analytics services for super funds, financial advisers, and other industry participants.
2. Ratings Licensing: Licensing fees for promotional use of Apple ratings and award logos by funds.
3. Software Tools: Access fees for Switching Tools, Member Outcomes Dashboard, and other proprietary analysis tools.
4. API Services: API access fees for fintech partners building their own solutions or integrating with Chant West's established applications.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels5 records

Core offering

Chant West provides independent research, ratings, and data analytics on superannuation funds, pension funds, and investment platforms in Australia. The company sells subscription access to its proprietary Apple Rating System research, comparison and switching software tools for financial advisers, member outcomes dashboards for super funds, and APIs enabling fintechs to integrate super, pension, and insurance data into their own applications.

Product overview

Chant West is a research, data and analytics provider for the Australian superannuation and financial advice sectors, operating as part of the FE fundinfo Group following acquisition in 2021. The company offers a multi-product portfolio comprising: core ratings products (Super Fund Ratings, Pension Fund Ratings, Platform Ratings, Super Investment Ratings) using an apple-rating scale; the annual Chant West Super Fund Awards program spanning 14 categories; specialist tools including Switching Tools (comparison suite for advisers), AppleCheck Fund Comparison Tools, Member Outcomes Dashboard, and MySuper Performance Outcomes Solutions; accreditation programs including the Adviser-Ready Fund (with FAAA) and Epic Retirement Tick (with Epic Retirement Institute); investment bond and lifetime product ratings; and Fintech APIs for third-party integration. The company also provides Industry Survey Subscriptions, Document Production, and Digital Fund Tools through Zenith Partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Super Fund Ratings

Quantifiable outcome

• 14 award categories showcasing industry best practice across super and pension funds
• +1 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature10 records

Partnerships

Six partnerships are on record, tiered major sponsor, supporting sponsor, featured speaker, core and distribution partner.

• AIA Australiamajor sponsorGTM or Marketing Partner · 27 May 2026AIA Australia is the major sponsor of the 2026 Chant West Super Fund Awards. Note: AIA is a subscriber to Chant West Research services, but sponsorship is managed independently under Zenith Group Conflict of Interest Policy.
• Gilbert + Tobinsupporting sponsorGTM or Marketing Partner · 27 May 2026Gilbert + Tobin is the supporting sponsor of the 2026 Chant West Super Fund Awards. Gilbert + Tobin partner Luke Barrett contributes thought leadership articles on superannuation topics.
• ASFA (Association of Superannuation Funds of Australia)featured speakerGTM or Marketing Partner · 27 May 2026Mary Delahunty, CEO of ASFA, serves as MC and guest speaker at the Chant West Super Fund Awards, providing industry perspective on superannuation policy and member outcomes.
• Financial Advice Association Australia (FAAA)coreStrategic or Co-development Partner · 1 April 2026Chant West developed the Adviser-Ready Fund certification framework in partnership with the Financial Advice Association Australia to create stronger alignment between super and advice sectors, helping advisers access the information they need to support fund members.
• Epic Retirement InstitutecoreStrategic or Co-development Partner · 1 July 2025Chant West partnered with Epic Retirement Institute to create the Epic Retirement Tick framework that assesses super funds' retirement offerings. The accreditation is promoted through Epic Retirement's founder Bec Wilson's consumer education programs, press articles, books, podcasts and speaking engagements.
• Zenith Mosaic Platformdistribution partnerChannel Partner/ Reseller/ DistributorSuper Investment Ratings are available to financial adviser subscribers via Zenith Mosaic, Zenith Investment Partners' flagship research and portfolio insights platform.

Scale indicators7 records

Recent moves9 records

Expansion highlights5 records

Others

• FE fundinfo: Global investment data and technology group that owns Chant West (via Zenith); operates adjacent fund data, regulatory, and analytics infrastructure across UK, Europe, and APAC, providing enabling technology and distribution leverage to Chant West.

Broad incumbents

• Mercer: Global investment consulting and wealth firm serving Australian super funds and institutional clients; overlaps in research, benchmarking, and member outcomes advice that Chant West addresses for the super segment.
• Morningstar: Global investment research and ratings powerhouse; competes broadly across fund ratings, portfolio analytics, and adviser tools. While not superannuation-specialized, Morningstar is the largest global incumbent in the category Chant West operates in.
• WTW (Willis Towers Watson): Global advisory, broking, and solutions firm serving Australian super funds and institutional investors with investment consulting and analytics; broader portfolio but overlapping super fund research and member outcomes services.
• ISS Market Intelligence (ISS MI): Global provider of fund ratings, analytics, and governance data serving asset managers and institutional investors; broader scope than Chant West but overlapping rating and analytical frameworks used by pension/wealth clients.

Direct peers

• SuperRatings: Specialist Australian superannuation research and ratings firm covering super, pension, and investment platforms — directly competes with Chant West in the same customer segments with overlapping rating methodologies.
• Zenith Investment Partners: Sister entity within FE fundinfo Group providing premium research, ratings, managed accounts, and adviser technology in Australia; shares distribution via Zenith Mosaic and overlaps significantly in super fund and adviser research.
• Rice Warner: Australian actuarial and superannuation consulting firm specializing in fund research, benchmarking, and insurance comparators; directly comparable in Australian super fund advisory research and previously sold Galaxy Insurance Comparators to Chant West.
• Lonsec Research: Australian investment research and ratings provider serving financial advisers, fund managers, and super funds with fund ratings, model portfolios, and research — directly comparable core offering to Chant West's ratings franchise.
• Rainmaker Information: Australian financial services data, research, and analytics provider covering super, wealth, platforms, and advised markets — comparable in product breadth, target customer set, and subscription research model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ChantWest

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Chant West