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 various investment wrap products. Netwealth also provides tools for portfolio management, performance reporting, and investment research, empowering users with innovative wealth management solutions through advanced technology.

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 technology
• Managed funds and account-based offerings
• Portfolio performance reporting and analytics
• Digital advice and client engagement tools
• Cloud-based solutions for wealth management
• Research and market insights for financial products

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

Wealth Product & Platform Management

• Head of Product
• Product Manager
• Head of Platform Solutions
• Portfolio Manager
• Product Owner
• Business Analyst

Technology & Engineering

• Chief Technology Officer
• Head of Engineering
• Software Engineering Manager
• Cloud Infrastructure Lead
• DevOps Manager
• IT Security Manager

Financial Operations & Compliance

• Head of Finance
• Risk & Compliance Manager
• Financial Controller
• Operations Manager
• Internal Audit Lead
• Accounting Manager

Marketing & Client Engagement

• Chief Marketing Officer
• Head of Digital Marketing
• Client Experience Lead
• Adviser Channel Marketing Manager
• Head of Communications
• Customer Success Manager

What They Buy

• Cloud infrastructure & hosting services
• Portfolio analytics & reporting tools
• Financial data integrations & APIs
• Compliance & risk management software
• Regulatory reporting solutions
• Marketing automation & CRM platforms
• Cybersecurity and access management products

Signals to Watch

• 📆 New job postings for product, tech, or compliance roles
• 🚀 Launch of new investment or superannuation products
• 🗺️ Announcements of geographic expansion or major partnerships
• 🧑‍💻 Adoption of new cloud or analytics technologies
• 💰 Release of annual financial results or revenue reports
• 🫂 Changes in executive leadership