SelfWealth Overview

  • Founded
  • 2012
Founded
  • Status
  • Public
  • Employees
  • 14
Employees
  • Stock Symbol
  • SWF
Stock Symbol
  • Share Price
  • $0.22
  • (As of Friday Closing)

SelfWealth General Information

Description

SelfWealth Ltd is an Australia-based company, engaged in the provision of flat fee online securities brokerage services. It enables investors to trade in the Australian and US stock markets. SelfWealth has a scalable platform with diversified revenue streams and operating leverage, which provides responsible, secure, and price-conscious investment solutions for retail investors. It also offers accounts for those below 18 years of age, so investors can invest on behalf of them. The SelfWealth Adviser platform enables financial advisers and other financial intermediaries with features and functionality to manage client direct equity portfolios.

Contact Information

Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Stock Exchange
ASX
Primary Office
  • Level 2 613 Canterbury Road
  • Surrey Hills, Victoria 3127
  • Australia
+61 (03) 0000 0000
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SelfWealth Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.22 $0.22 $0.21 - $0.62 $52.8M 237M 711K

SelfWealth Financials Summary

In Thousands,
USD
TTM 30-Jun-2021 FY 2021 30-Jun-2021 FY 2020 30-Jun-2020 FY 2019 30-Jun-2019
EV 62,270 62,270 58,319 11,342
Revenue 13,875 13,875 5,679 2,354
Net Income (482) (482) (1,863) (2,465)
Total Assets 6,421 6,421 4,022 2,201
Total Debt 36 36 27
Public Fundamental Data provided by Morningstar, Inc. disclaimer

SelfWealth Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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SelfWealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
SelfWealth Ltd is an Australia-based company, engaged in the provision of flat fee online securities brokerage services.
Financial Software
Surrey Hills, Australia
14 As of 2016
000.00
00.00 0000-00-00
00000000 000.00

00000000

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00000 00000000
Hillsboro, MO
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SelfWealth Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00000000 Corporation Hillsboro, MO
You’re viewing 1 of 1 competitors. Get the full list »

SelfWealth Patents

SelfWealth Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20150324918-A1 Methods and systems for collaborative portfolio optimization Abandoned 09-Apr-2013 000000000 0
AU-2013360676-A1 Methods and systems for collaborative portfolio optimisation Abandoned 12-Dec-2012 000000000
CA-2894760-A1 Methods and systems for collaborative portfolio optimisation Abandoned 12-Dec-2012 G06Q40/06

SelfWealth Executive Team (4)

Name Title Board Seat Contact Info
Cath Whitaker Chief Executive Officer
Andrew Dick Chief Technology Officer
Andrew Ward Founder & Strategy Adviser
You’re viewing 3 of 4 executive team members. Get the full list »

SelfWealth Board Members (1)

Name Representing Role Since
Peter Jones SelfWealth Board Member 000 0000
To view SelfWealth’s complete board members history, request access »

SelfWealth Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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