SelfWealth Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Public

  • Employees
  • 54


  • Stock Symbol
  • SWF

Stock Symbol

  • Share Price
  • $0.09
  • (As of Friday Closing)

SelfWealth General Information


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

Ownership Status
Publicly Held
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Stock Exchange
Corporate Office
  • 130 Lonsdale Street
  • Level 7
  • Melbourne, Victoria 3000
  • Australia

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SelfWealth Stock Performance

(As of Friday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$0.09 $0.09 $0.08 - $0.13 $21.1M 234M 136K

SelfWealth Financials Summary

In Thousands,
TTM 31-Dec-2023 FY 2023 30-Jun-2023 FY 2022 30-Jun-2022 FY 2021 30-Jun-2021
EV 18,412 14,623 22,514 62,270
Revenue 19,151 19,909 14,712 13,875
Net Income 1,079 62 (4,540) (482)
Total Assets 10,630 9,796 11,593 6,421
Total Debt 0 98 325 36
Public Fundamental Data provided by Morningstar, Inc. disclaimer

SelfWealth Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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SelfWealth Comparisons

HQ Location
Total Raised
Post Valuation
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
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000000000 00000000
Kensington, Australia
00 As of 0000
000000000000 00.00


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00000000000 00000000
Hillsboro, MO
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SelfWealth Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Pearler Venture Capital-Backed Kensington, Australia 00 00.00 000000000000 00.00
Nabtrade Corporation Hillsboro, MO
You’re viewing 2 of 2 competitors. Get the full list »

SelfWealth Executive Team (8)

Name Title Board Seat Contact Info
Craig Keary Ph.D Chief Executive Officer
Paul Cullinan Chief Commercial Officer
Janelle McQueen-Paice Chief Experience Officer
Rob Edgley Non Executive Director
Andrew Ward Founder
You’re viewing 5 of 8 executive team members. Get the full list »

SelfWealth Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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SelfWealth FAQs

  • When was SelfWealth founded?

    SelfWealth was founded in 2012.

  • Who is the founder of SelfWealth?

    Andrew Ward is the founder of SelfWealth.

  • Who is the CEO of SelfWealth?

    Craig Keary Ph.D is the CEO of SelfWealth.

  • 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 19-Apr-2024 the stock price of SelfWealth is $0.09.

  • What is the current market cap of SelfWealth?

    The current market capitalization of SelfWealth is $21.1M.

  • What is SelfWealth’s current revenue?

    The trailing twelve month revenue for SelfWealth is $19.2M.

  • Who are SelfWealth’s competitors?

    Pearler and Nabtrade are competitors of SelfWealth.

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