Assetora

What Assetora does

Assetora is an Australian regulated investment platform that operates the Assetora Investment Fund, a managed investment scheme (ARSN 167 020 626) under Australian Financial Services Licence 444365, with independent custodianship by Perpetual Corporate Trust. The company structures institutional-grade alternative investments into discrete Assetora Sub-Funds (ASFs) across four categories — Real Estate, Lending (private credit and specialist finance), Income, and Private Equity (including health tech, fintech, and innovation exposures) — offering fractional unit ownership from a $25,000 minimum investment. As of 2026, the platform administers $200M+ in funds under management across 130+ active sub-funds and serves 4,000+ verified members, with a secondary marketplace enabling unit-level liquidity.

The underlying platform combines a self-service web portal (retail.assetora.com) with a native iOS/Android mobile application featuring real-time portfolio dashboards, an Instagram-style investment feed, biometric authentication, and marketplace access. Automated data feeds integrate with Class Super and BGL to support SMSF administration and reporting. The Assetora Marketplace, launched in 2019, provides secondary trading of ASF units, addressing the structural illiquidity of alternative assets. The group structure includes Assetora Australia Limited, Assetora Limited, Assetora Platform Services Pty Ltd, and Assetora Singapore Private Limited.

Assetora's revenue model is anchored on recurring funds management fees on FUM, supplemented by potential performance fees and marketplace activity. Go-to-market is product-led and self-directed, with content marketing through the "Assetora Unlocked" podcast and dedicated channel support for financial advisers and SMSF accountants. Primary customer segments are retail investors seeking fractional alternatives access and SMSF trustees managing retirement portfolios, with secondary segments of financial advisers and tax professionals facilitating indirect distribution.

Name

Assetora

Legal name

Assetora Australia Limited

Website

https://assetora.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Assetora is an ASIC-regulated Australian investment platform that operates the Assetora Investment Fund, offering fractional access to 130+ alternative investment sub-funds (real estate, private credit, income, private equity) from $25,000, serving 4,000+ retail and SMSF investors with a secondary marketplace for liquidity.

Ownership category

akta.pro rank

Product category

Alternative Investment Platform

NAICS

Other Investment Pools and Funds (5259), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)

akta.pro secondary industries

Real Assets — Real Asset Fund Platforms / Multi-Asset Real Assets (Diversified Real Assets Funds) (FSAHAIAM), Real Assets — Operating Platforms & Direct Investments (FSAAAKAL)

Keywords

• Alternative investment platform
• Managed investment funds
• Fractional real estate investing
• Investment marketplace trading
• Wealth management services

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Funds Management Fees: Revenue generated from managing the Assetora Investment Fund across 130+ active sub-funds. The company operates under AFSL 444365 and manages $200M+ in funds under management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Assetora operates the Assetora Investment Fund (ARSN 167 020 626), a managed investment scheme that structures institutional-grade alternative investments into discrete Assetora Sub-Funds (ASFs) spanning Real Estate, Lending, Income, and Private Equity categories. Members can invest from a $25,000 minimum to gain fractional exposure to underlying assets, with secondary-market trading enabled through the Assetora Marketplace. The platform is accessible via self-service web portal and native iOS/Android applications, with independent custodianship provided by Perpetual Corporate Trust.

Product overview

Assetora operates as a unified investment platform centered on the Assetora Investment Fund, a managed investment scheme that structures alternative investments into discrete Sub-Funds (ASFs). The core offering comprises four ASF types — Real Estate, Lending, Income, and Private Equity — each representing fractional ownership in a single underlying asset. These sub-funds are accessible through the Assetora platform starting from $25,000, with independent custodianship by Perpetual Corporate Trust. The Assetora Marketplace enables secondary trading of ASF units, providing liquidity to what are traditionally illiquid assets. The platform is accessible via web portal and a native mobile app for iOS and Android, with automated data feeds to Class Super and BGL for SMSF administration.

Differentiator

Problem solved

Functional benefit

Brands

• Assetora Investment Fund: The registered managed investment scheme (ARSN 167 020 626) under which all Sub-Funds operate, custodied by Perpetual Corporate Trust.
• Assetora Unlocked

Products and services

• Assetora Investment Fund The umbrella managed investment scheme (ARSN 167 020 626) under which all Assetora Sub-Funds operate, giving members fractional access to institutional-grade alternative investments starting from $25,000, custodied by Perpetual Corporate Trust.
• Real Estate Assetora Sub-Fund (Real Estate ASF) Sub-funds providing fractional exposure to residential, commercial, land, industrial, and hospitality real estate assets without the capital requirements of direct ownership.
• Lending Assetora Sub-Fund (Lending ASF)

Quantifiable outcome

• +18.3% 1Y return on Commercial Property ASFs
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature4 records

Partnerships

One partnership is on record.

• Perpetual Corporate TrustcoreOthersIndependent custodian providing clear separation of legal title from investor assets. Operates as the custodian for the Assetora Investment Fund (ARSN 167 020 626), ensuring investor protection through independent oversight of fund assets.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pearler: Pearler is an Australian long-term investing platform serving retail investors with automated portfolio features and ETF-based strategies. It competes for the same SMSF and retail investor segment that Assetora targets, particularly through its long-horizon wealth-building positioning.
• Raiz Invest: Raiz Invest is an ASX-listed micro-investing and superannuation platform serving Australian retail investors with diversified portfolio options. It overlaps with Assetora on the mobile-first, low-friction self-service distribution model for retail Australian investors.
• Spaceship: Spaceship is an Australian digital investment app offering managed portfolios and superannuation to retail investors. It targets the same self-directed, mobile-first investor demographic as Assetora and competes for member acquisition in the Australian alternatives-adjacent retail segment.
• Stake: Stake is an Australian digital brokerage platform offering US and Australian share trading to retail investors. While its core product is equities, it competes with Assetora for the same self-directed Australian investor wallet and digital engagement patterns.
• BrickX: BrickX is an Australian platform that fractionalises residential property into tradeable units, very similar in structure and target market to Assetora's Real Estate ASFs. It competes directly for retail investors seeking fractional property exposure via a regulated managed investment structure.
• DomaCom: DomaCom is an ASX-listed fractional property investment platform offering retail investors access to senior living, commercial, and residential property sub-funds. It overlaps with Assetora on real estate ASF structure and managed investment scheme distribution to retail and SMSF investors.

Broad incumbents

• HESTA: HESTA is one of Australia's largest industry super funds with a growing alternatives allocation within its default and choice investment menus. As a broad incumbent, it represents both a competitive threat and a potential institutional distribution partner for Assetora's underlying ASFs.
• Betashares: Betashares is one of Australia's largest ETF providers with a growing alternatives and managed fund portfolio. As a broad incumbent, it offers overlapping retail access to alternatives but at much larger scale and through listed structures rather than Assetora's single-asset sub-fund model.
• Colonial First State: Colonial First State is a major Australian wealth platform offering multi-asset managed funds, superannuation, and investment options to retail and wholesale clients. As a broad incumbent, it offers retail investors diversified alternatives exposure through traditional managed fund structures rather than Assetora's single-asset ASF marketplace.
• Vanguard Australia: Vanguard Australia is a dominant global asset manager offering ETFs, managed funds, and superannuation to retail and institutional investors. As a broad incumbent, it competes for Australian retail investment dollars and has been expanding into alternatives, overlapping with Assetora's addressable market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/assetoraltd

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 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 Assetora