SelfWealth Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 54

Employees

  • Latest Deal Type
  • M&A

  • Latest Deal Amount
  • $41M

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
Acquired/Merged
(Operating Subsidiary)
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
Parent Company
Syfe
Vertical(s)
TMT, FinTech
Corporate Office
  • 130 Lonsdale Street
  • Level 7
  • Melbourne, Victoria 3000
  • Australia

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SelfWealth Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
8. Merger/Acquisition 07-May-2025 $41M Completed Generating Revenue
7. PIPE 19-Jul-2021 Completed Generating Revenue
6. PIPE 13-Mar-2020 Completed Generating Revenue
5. IPO 15-Nov-2017 Completed Generating Revenue
4. Angel (individual) 20-May-2016 Completed Startup
3. Early Stage VC 23-Aug-2015 Completed Startup
2. Equity Crowdfunding 26-Mar-2012 $1.69M $1.69M Completed Startup
1. Capitalization Completed Startup
To view SelfWealth’s complete valuation and funding history, request access »

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

Kensington, Australia
 

Melbourne, Australia
 
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SelfWealth Competitors (4)

One of SelfWealth’s 4 competitors is Pearler (Australia), a Venture Capital-Backed company based in Kensington, Australia.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Pearler (Australia) Venture Capital-Backed Kensington, Australia
Go Markets Corporation Melbourne, Australia
Stake (New York) Venture Capital-Backed Seattle, WA
Nabtrade Corporation Hillsboro, MO
To view SelfWealth’s complete competitors history, request access »

SelfWealth Patents

  • 6

    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
WO-2014091292-A1 Methods and systems for collaborative portfolio optimisation Inactive 12-Dec-2012 G06Q40/06
To view SelfWealth’s complete patent history, request access »

SelfWealth Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

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SelfWealth Former Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds
Angel (individual) Minority
Angel (individual) Minority
Pitt Capital Partners Venture Capital Minority
Angel (individual) Minority
Angel (individual) Minority
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SelfWealth ESG

Peers Analysis

Peer performance insights compare the company’s ESG performance to the performance of selected peers to help inform future ESG decisions and drive internal performance improvements.

Global

Covered Companies

Rank

Percentile

Software & Services

Industry

Rank

Percentile

Internet Software and Services

Subindustry

Rank

Percentile

To view SelfWealth’s complete esg history, request access »

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 Private company.

  • What is the current valuation of SelfWealth?

    The current valuation of SelfWealth is .

  • What is SelfWealth’s current revenue?

    The current revenue for SelfWealth is .

  • How much funding has SelfWealth raised over time?

    SelfWealth has raised $21.2M.

  • Who are SelfWealth’s investors?

    , , Pitt Capital Partners, , and are 5 of 6 investors who have invested in SelfWealth.

  • Who are SelfWealth’s competitors?

    Pearler (Australia), Go Markets, Stake (New York), and Nabtrade are competitors of SelfWealth.

  • When was SelfWealth acquired?

    SelfWealth was acquired on 07-May-2025.

  • Who acquired SelfWealth?

    SelfWealth was acquired by Syfe.

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