Strategic Partnerships Netwealth has recently established key strategic partnerships with global fintech platform iCapital and Income Asset Management Group, indicating potential opportunities for collaborative sales efforts or cross-selling services to partner networks.
New Service Launches The introduction of new services such as MyNetwealth and free service offerings by Netwealth presents a prime opportunity to engage with existing and potential clients, showcasing innovative solutions and expanding sales pipelines through value-added offerings.
High-Profile Board Appointments Notable board appointments like Sarah Brennan and Bonham Carter bring significant industry expertise and networks to Netwealth, offering avenues to leverage these connections for business development and sales outreach to high-net-worth individuals or institutions.
Specialized Reports Netwealth's publication of the 2023 Advisable Australian report, focused on female investors, demonstrates a targeted approach for client engagement. Sales professionals can leverage such specialized reports to tailor pitches and offerings to specific client segments effectively.
Advanced Wealth Planning Technology Utilization of advanced technology tools like Optimise, Calendly, and Microsoft Office 365 by Netwealth enhances operational efficiency and client engagement. Leveraging these tech capabilities in sales demos or client pitches can highlight the company's commitment to modern solutions, potentially attracting tech-savvy clients.
26
$10M
2.4K$100M$1B
51
344$50M$100M
1.7K$100M$1B
1K$100M$1B
844$100M$1BNetwealth uses 8 technology products and services including Optimise, Calendly, Modernizr, and more. Explore Netwealth's tech stack below.
| Netwealth Email Formats | Percentage |
| First.Last@netwealth.com | 76% |
| FirstLast@netwealth.com | 14% |
| First@netwealth.com | 5% |
| FLast@netwealth.com | 5% |
Financial ServicesLondon , United Kingdom51-200 Employees
Netwealth is a 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.
Company Overview
Media & News
Funding & FinancialsNetwealth has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on Mar 29, 2021 in the amount of $16M.
Netwealth's revenue is in the range of $10M$50M
Funding & FinancialsNetwealth has raised a total of $16M of funding over 4 rounds. Their latest funding round was raised on Mar 29, 2021 in the amount of $16M.
Netwealth's revenue is in the range of $10M$50M
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