Integrated platform growth HUB24 is a leading wealth platform provider with a diversified tech stack and multiple solutions (HUB24 platform, Class SMSF software, and myprosperity client portals), indicating strong upsell potential to customers seeking integrated technology, data insights, and streamlined advisory workflows.

Executive leadership moves Recent leadership changes including a new chief operating and innovation officer, a promoted CEO of the platform, and an independent non‑executive director appointment signal strategic expansion, openness to partnerships, and a focus on scaling platform capabilities—opportunities to engage at the C‑suite level around product roadmap and enterprise deals.

Expansion through acquisitions Strategic asset acquisitions from Equity Trustees and ongoing mature product extensions (lifetime super solution) demonstrate active growth and broader service scope, presenting cross‑sell opportunities to existing clients and potential upsell to adjacent financial services segments.

Data and security focus Adoption of cloud and security technologies (Databricks, Splunk, CrowdStrike, Okta) combined with a data‑driven platform suggests opportunities to offer advanced data analytics, compliance tooling, and cyber resilience services to reinforce client trust and expand product usage.

High growth financials Record earnings and EBITDA growth alongside strategic hires indicate a healthy financial trajectory and readiness for large‑scale deals; sales teams can target mid‑market to large advisory firms seeking integrated platforms with capital for expansion and modernization.