Insights

Growing Financial Leadership Netwealth has recently strengthened its executive team with the appointment of a new CFO, Hayden Stockdale, and a non-executive director, Sarah Brennan. This indicates a focus on strategic leadership and potentially expanding its financial expertise, creating opportunities for partnerships with financial advisory and fintech firms seeking collaborative growth.

Strategic Technology Integration The company's deployment of advanced wealth planning technology and recent launches like MyNetwealth highlight its commitment to digital innovation. This presents opportunities to offer complementary fintech solutions, digital asset management tools, or enhanced analytics platforms to support Netwealth’s growth trajectory.

Partnership Expansion Netwealth's successful collaborations with firms like Icapital and Income Asset Management suggest openness to strategic partnerships. There is potential to explore joint ventures, technology integrations, or product co-developments with organizations targeting the wealth management segment.

Market and Demographic Focus The company’s publication of the 2023 Advisable Australian report, focusing on women in wealth management, indicates an interest in underserved demographics. This offers a sales opportunity in targeted financial products, educational platforms, or advisory services aimed at widening inclusion in wealth planning for diverse market segments.

Growth and Funding Potential With revenue estimated between $10 million and $50 million and recent funding of $15 million, Netwealth is positioned for scale. This creates opportunities for vendors offering scalable tech solutions, financial analytics, or operational support to accelerate its market expansion and enhance client services.

Similar companies to Netwealth - Discretionary Wealth Management As It Should Be

Netwealth - Discretionary Wealth Management As It Should Be Tech Stack

Netwealth - Discretionary Wealth Management As It Should Be uses 8 technology products and services including Azure Monitor, InVision, Google Fonts API, and more. Explore Netwealth - Discretionary Wealth Management As It Should Be's tech stack below.

  • Azure Monitor
    Analytics
  • InVision
    Communication And Collaboration
  • Google Fonts API
    Font Scripts
  • Microsoft
    Miscellaneous
  • HTML
    Programming Languages
  • C#
    Programming Languages
  • Google Tag Manager
    Tag Management
  • HTTP/3
    Web & Portal Technology

Media & News

Netwealth - Discretionary Wealth Management As It Should Be's Email Address Formats

Netwealth - Discretionary Wealth Management As It Should Be uses at least 1 format(s):
Netwealth - Discretionary Wealth Management As It Should Be Email FormatsExamplePercentage
First.Last@netwealth.comJohn.Doe@netwealth.com
77%
FirstLast@netwealth.comJohnDoe@netwealth.com
13%
FLast@netwealth.comJDoe@netwealth.com
6%
F.Last@netwealth.comJ.Doe@netwealth.com
4%

Frequently Asked Questions

Where is Netwealth - Discretionary Wealth Management As It Should Be's headquarters located?

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Netwealth - Discretionary Wealth Management As It Should Be's main headquarters is located at 10 Bloomsbury Way, London, England WC1A 2SL, GB. The company has employees across 4 continents, including EuropeOceaniaAsia.

What is Netwealth - Discretionary Wealth Management As It Should Be's stock symbol?

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Netwealth - Discretionary Wealth Management As It Should Be is a publicly traded company; the company's stock symbol is NWL.AX.

What is Netwealth - Discretionary Wealth Management As It Should Be's official website and social media links?

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Netwealth - Discretionary Wealth Management As It Should Be's official website is netwealth.com and has social profiles on LinkedInCrunchbase.

What is Netwealth - Discretionary Wealth Management As It Should Be's NAICS code?

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Netwealth - Discretionary Wealth Management As It Should Be's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Netwealth - Discretionary Wealth Management As It Should Be have currently?

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As of October 2025, Netwealth - Discretionary Wealth Management As It Should Be has approximately 67 employees across 4 continents, including EuropeOceaniaAsia. Key team members include Chief Marketing Officer: F. V. Z.Chief Investment Officer: I. B.Chief Operating Officer: R. W.. Explore Netwealth - Discretionary Wealth Management As It Should Be's employee directory with LeadIQ.

What industry does Netwealth - Discretionary Wealth Management As It Should Be belong to?

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Netwealth - Discretionary Wealth Management As It Should Be operates in the Investment Management industry.

What technology does Netwealth - Discretionary Wealth Management As It Should Be use?

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Netwealth - Discretionary Wealth Management As It Should Be's tech stack includes Azure MonitorInVisionGoogle Fonts APIMicrosoftHTMLC#Google Tag ManagerHTTP/3.

What is Netwealth - Discretionary Wealth Management As It Should Be's email format?

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Netwealth - Discretionary Wealth Management As It Should Be's email format typically follows the pattern of First.Last@netwealth.com. Find more Netwealth - Discretionary Wealth Management As It Should Be email formats with LeadIQ.

How much funding has Netwealth - Discretionary Wealth Management As It Should Be raised to date?

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As of October 2025, Netwealth - Discretionary Wealth Management As It Should Be has raised $15M in funding. The last funding round occurred on Jan 15, 2024 for $15M.

When was Netwealth - Discretionary Wealth Management As It Should Be founded?

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Netwealth - Discretionary Wealth Management As It Should Be was founded in 2015.
Netwealth - Discretionary Wealth Management As It Should Be

Netwealth - Discretionary Wealth Management As It Should Be

Investment ManagementUnited Kingdom51-200 Employees

Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth. The company combines industry experts, advanced wealth planning technology and access to qualified advisers to give you a comprehensive investment offering, at a fraction of the industry cost.

When investing your capital is at risk.

Section iconCompany Overview

Headquarters
10 Bloomsbury Way, London, England WC1A 2SL, GB
Stock Symbol
NWL.AX
NAICS Code
5239 - Other Financial Investment Activities
Founded
2015
Employees
51-200

Section iconFunding & Financials

  • $15M

    Netwealth - Discretionary Wealth Management As It Should Be has raised a total of $15M of funding over 5 rounds. Their latest funding round was raised on Jan 15, 2024 in the amount of $15M.

  • $10M$25M

    Netwealth - Discretionary Wealth Management As It Should Be's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $15M

    Netwealth - Discretionary Wealth Management As It Should Be has raised a total of $15M of funding over 5 rounds. Their latest funding round was raised on Jan 15, 2024 in the amount of $15M.

  • $10M$25M

    Netwealth - Discretionary Wealth Management As It Should Be's revenue is estimated to be in the range of $10M$25M

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