SelfWealth Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Public

  • Employees
  • 54

Employees

  • Stock Symbol
  • SWF

Stock Symbol

  • Share Price
  • $0.17
  • (As of Wednesday 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 United States 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. The SelfWealth Adviser platform enables financial advisers and other financial intermediaries with features and functionality to manage client direct equity portfolios. The Company has one reportable segment; that is, to provide a flat-fee securities brokerage service in Australia.

Contact Information

Website
www.selfwealth.com.au
Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Corporate Office
  • 130 Lonsdale Street
  • Level 7
  • Melbourne, Victoria 3000
  • Australia
Primary Industry
Financial Software
Other Industries
Other Financial Services
Stock Exchange
ASX
Vertical(s)
TMT, FinTech
Corporate Office
  • 130 Lonsdale Street
  • Level 7
  • Melbourne, Victoria 3000
  • Australia

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SelfWealth Stock Performance

As of 16-Apr-2025, SelfWealth’s stock price is $0.17. Its current market cap is $40.2M with 231M shares.

(As of Wednesday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.17 $0.17 $0.07 - $0.18 $40.2M 231M 1.82M

SelfWealth Financials Summary

As of 31-Dec-2024, SelfWealth has a trailing 12-month revenue of $18.9M.

In Thousands,
USD 		TTM 31-Dec-2024 FY 2024 30-Jun-2024 FY 2023 30-Jun-2023 FY 2022 30-Jun-2022
EV 28,452 11,249 14,623 22,514
Revenue 18,869 18,386 19,909 14,712
Net Income 1,444 2,239 62 (4,540)
Total Assets 222,680 11,126 9,796 11,593
Total Debt 191 0 98 325
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
Melbourne, Australia
54 As of 2022

Melbourne, Australia
 

Kensington, Australia
 
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SelfWealth Competitors (3)

One of SelfWealth’s 3 competitors is GO Markets, a Corporation company based in Melbourne, Australia.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
GO Markets Corporation Melbourne, Australia
Pearler Venture Capital-Backed Kensington, Australia
Nabtrade Corporation Hillsboro, MO
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SelfWealth Patents

  • 4

    Total Documents Applications and Grants

  • Total Patents Families

  • Granted

  • Pending

  • Expiring in next 12 mo

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 Inactive 09-Apr-2013
AU-2012905425-A0 Constructing benchmark indices of portfolio performance using crowdsourcing Inactive 12-Dec-2012
AU-2013360676-A1 Methods and systems for collaborative portfolio optimisation Inactive 12-Dec-2012
CA-2894760-A1 Methods and systems for collaborative portfolio optimisation Inactive 12-Dec-2012 G06Q40/06

SelfWealth Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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SelfWealth FAQs

  • When was SelfWealth founded?

    SelfWealth was founded in 2012.

  • Where is SelfWealth headquartered?

    SelfWealth is headquartered in Melbourne, Australia.

  • What is the size of SelfWealth?

    SelfWealth has 54 total employees.

  • What industry is SelfWealth in?

    SelfWealth’s primary industry is Financial Software.

  • Is SelfWealth a private or public company?

    SelfWealth is a Public company.

  • What is SelfWealth’s stock symbol?

    The ticker symbol for SelfWealth is SWF.

  • What is the current stock price of SelfWealth?

    As of 16-Apr-2025 the stock price of SelfWealth is $0.17.

  • What is the current market cap of SelfWealth?

    The current market capitalization of SelfWealth is $40.2M.

  • What is SelfWealth’s current revenue?

    The trailing twelve month revenue for SelfWealth is $18.9M.

  • Who are SelfWealth’s competitors?

    GO Markets, Pearler, and Nabtrade are competitors of SelfWealth.

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