Netwealth Overview
- Year Founded
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2015
- Status
-
Private
- Employees
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70
- Latest Deal Type
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Angel
- Latest Deal Amount
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$15.8M
- Investors
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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
Website
www.netwealth.comCorporate Office
- Two Fitzroy Place
- 8 Mortimer Street
- London W1T 3JJ
- England, United Kingdom
Corporate Office
- Two Fitzroy Place
- 8 Mortimer Street
- London W1T 3JJ
- England, United Kingdom
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 |
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% |
Netwealth Comparisons
Industry
Financing
Details
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 |
Netwealth Signals
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 |
Netwealth Subsidiaries (1)
Company Name | Industry | Location | Founded |
---|---|---|---|
Netwealth Superannuation Master Fund | Corporate Pension | Melbourne, Australia |
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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