Netwealth - See Wealth Differently (ASX:NWL)

Overview

Netwealth Group Limited is an Australian financial services and technology company founded in 1999 and based in Melbourne. It specializes in wealth management platforms, superannuation, and investment solutions tailored for financial advisers, investors, private clients, and high net worth firms. As a fintech provider, Netwealth offers integrated platform, technology, and data solutions, including cloud-based investment administration software and a retail superannuation master fund.

The company manages over $118 billion in funds under administration and supports more than 162,000 account holders and 3,900 advisers. Its platform features a wide range of products, including superannuation options, investor-directed portfolio services, managed accounts, and investment wrap products. Netwealth provides technology tools for portfolio management, performance reporting, and investment research, enabling users to manage their investments with innovative solutions.

Basic Information

Contact Details

• Phone: +61 3 9655 1300
• Website: netwealth.com.au
• LinkedIn: linkedin.com/company/netwealth-investments-limited

Key Focus Areas & Initiatives

• Wealth management platforms for advisers and investors
• Superannuation and retirement solutions
• Integrated investment administration and managed accounts
• Portfolio management and analytics tools
• Digital financial advice and client engagement
• Advanced investment research and market data
• Cloud-based wealth technology innovation

Technologies Used

• .NET
• AI
• Android
• Angular
• AngularJS
• Apple macOS
• Atlassian Cloud
• Automic Automation
• Azure Analysis Services
• Azure Monitor
• Azure Virtual Machines
• Bootstrap Framework
• C#
• Cypress
• Datadog
• Dell PowerEdge Servers
• Diligent Boards
• Diligent One Platform, formerly HighBond
• FactSet
• GitHub
• GitHub Actions
• Google Analytics
• Google Cloud BigQuery
• Google Tag Manager
• Instagram
• Jest
• Linkedin Marketing Solutions
• Micro
• Microsoft 365
• Microsoft Active Directory Federation Services
• Microsoft Azure Hosting
• Microsoft Azure Monitor
• Microsoft Defender External Attack Surface Management
• Microsoft Dynamics
• Microsoft Dynamics 365 Marketing
• Microsoft Excel
• Microsoft Intune Enterprise Application Management
• Microsoft Power Apps
• Microsoft Power Automate
• Microsoft Windows Server 2012
• Mimecast
• Mixpanel
• Mobile Friendly
• Ning
• Omniture (Adobe)
• Playwright
• PowerBI Tiles
• PubSub+
• React
• Remote
• Route 53
• SAP Data Quality Management, microservices for location data
• SAS Enterprise Guide
• Silverpop
• TikTok
• Tor
• TypeScript
• Umbraco
• Wider Planet
• WordPress.org
• Workday
• Zendesk

Buyer Teams to Target

Technology & Engineering

• Chief Technology Officer
• Head of Engineering
• Lead Software Engineer
• DevOps Manager
• Cloud Infrastructure Lead
• Software Architect

Product & Platform Management

• Head of Product
• Product Manager
• Platform Analyst
• UX/UI Lead
• Business Analyst
• Project Manager

Investment & Wealth Solutions

• Chief Investment Officer
• Wealth Solutions Manager
• Portfolio Analyst
• Client Solutions Lead
• Fund Operations Manager
• Investment Research Analyst

Business Operations & Compliance

• Chief Operating Officer
• Operations Manager
• Compliance Officer
• Risk Manager
• Business Continuity Manager
• HR Business Partner

What They Buy

• Cloud infrastructure & hosting services
• Investment analytics & research platforms
• Regulatory compliance & risk management solutions
• Cybersecurity & data protection tools
• Customer relationship management software
• API integration & data connectivity services
• Portfolio management & performance reporting tools

Signals to Watch

• 🕴️ Major executive or leadership changes
• 🚀 New product launches or platform upgrades
• 📆 Increased hiring for engineering or product roles
• 💡 Adoption of new financial technology solutions
• 🤝 Strategic partnerships or market expansions
• 🛡️ Regulatory developments impacting operations