Netwealth Overview

  • Year Founded
  • 2015

Year Founded

  • Status
  • Private

  • Employees
  • 70

Employees

  • Latest Deal Type
  • Angel

  • Latest Deal Amount
  • $15.8M

  • Investors
  • 12

Netwealth General Information

Description

Provider of wealth management services intended to combine elements of a discretionary service with the benefits of a technology-enhanced approach. The company mainly focuses on offering fully managed portfolios and retirement planning services, enabling clients to get a comprehensive offering at a lower cost and meet their financial goals.

Contact Information

Formerly Known As
Love Wealth
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • Two Fitzroy Place
  • 8 Mortimer Street
  • London W1T 3JJ
  • England, United Kingdom
+44 020
Primary Industry
Asset Management
Other Industries
Other Financial Services
Vertical(s)
Corporate Office
  • Two Fitzroy Place
  • 8 Mortimer Street
  • London W1T 3JJ
  • England, United Kingdom
+44 020

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Netwealth Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Angel (individual) 29-Mar-2021 $15.8M Completed Generating Revenue
3. Angel (individual) 22-Jun-2019 Completed Generating Revenue
2. Later Stage VC 19-Sep-2017 $13.1M $22.6M Completed Generating Revenue
1. Angel (individual) 06-May-2016 $9.4M $9.4M Completed Startup
To view Netwealth’s complete valuation and funding history, request access »

Netwealth Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Ordinary
Ordinary
Ordinary
Ordinary 1,123,187 $0.000001 $12.37 $12.37 1x $12.37 18.23%
Ordinary 1,013,085 $0.000001 $9 $9 1x $9 16.45%
To view Netwealth’s complete cap table history, request access »

Netwealth Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services intended to combine elements of a discretionary service with the benefits of a te
Asset Management
London, United Kingdom
70 As of 2023

Sydney, Australia
 
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Netwealth Competitors (1)

One of Netwealth’s competitors is HUB24, a Corporation company based in Sydney, Australia.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
HUB24 Corporation Sydney, Australia
You’re viewing 1 of 1 competitors. Get the full list »

Netwealth Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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Netwealth Investors (12)

Investor Name Investor Type Holding Investor Since Participating Rounds
Stuart Rose Angel (individual) Minority
Bruce Carnegie Brown Angel (individual) Minority
Harvey McGrath Angel (individual) Minority
James Mellon Angel (individual) Minority
Michael Spencer Angel (individual) Minority
You’re viewing 5 of 12 investors. Get the full list »

Netwealth Subsidiaries (1)

Company Name Industry Location Founded
Netwealth Superannuation Master Fund Corporate Pension Melbourne, Australia
To view Netwealth’s complete subsidiaries history, request access »

Netwealth FAQs

  • When was Netwealth founded?

    Netwealth was founded in 2015.

  • Where is Netwealth headquartered?

    Netwealth is headquartered in London, United Kingdom.

  • What is the size of Netwealth?

    Netwealth has 70 total employees.

  • What industry is Netwealth in?

    Netwealth’s primary industry is Asset Management.

  • Is Netwealth a private or public company?

    Netwealth is a Private company.

  • What is the current valuation of Netwealth?

    The current valuation of Netwealth is .

  • What is Netwealth’s current revenue?

    The current revenue for Netwealth is .

  • How much funding has Netwealth raised over time?

    Netwealth has raised $51M.

  • Who are Netwealth’s investors?

    Stuart Rose, Bruce Carnegie Brown, Harvey McGrath, James Mellon, and Michael Spencer are 5 of 12 investors who have invested in Netwealth.

  • Who are Netwealth’s competitors?

    HUB24 is a competitor of Netwealth.

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