InvestSMART

wealthtech-retailfinancial research

FOUNDING YEAR: 1999
LOCATION: Australia
Last Update: 17/07/2020

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About

Founded in 1999, we are a leading digital wealth adviser.Our goal is to provide quality advice, research and investment solutions, free from the jargon and complexities so commonly found in the finance industry, to help you meet your financial aspirations. In November 2018, we announced the launch of capped investment fees, an Australian first.

MEDICI Analysis

InvestSMART is a wholly owned subsidiary of Australasian Wealth Investments (AWI) Limited. Incorporated in August 1999, our company (InvestSMART Financial Services Pty Ltd) has been built on only one founding principle - to provide Australian retail investors with low cost access to quality financial information and products.

Focus

PRODUCTS & SERVICES

Robo advice & InvestSMART web-based services

REVENUE MODEL

The company adopts a subscription based revenue model ( $20/month for the premium version)

company provided insights

Traction

ACTIVE USERS:

0.2000

People

NUMBER OF EMPLOYEES

1-10

KEY EMPLOYEES:

Toby Corey

company provided insights

Momentum

FUNDED

NO

LISTED

NO

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