Selfwealth

wealthtech-retailrobo advisors

FOUNDING YEAR: 2011
LOCATION: Australia
Last Update: 17/07/2020

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

About

SelfWealth is an online tool for self-directed Investors. It enables individuals to compare themselves to their peers, professionals and the market, to rank their portfolio with a safety ranking and use that knowledge to improve their portfolio performance.

Focus

PRODUCTS & SERVICES

Online Investment Tools for Investors

REVENUE MODEL

Company earns revenue by monthly subscription charge model.

MAIN CLIENTS

Retail Investors

EXISTING PARTNERSHIPS

BGL Corporate Solutions

iShares

BlackRock

People

FOUNDERS

Andrew Ward

BOARD MEMBERS AND ADVISORS

Ron Lesh

Andrew Ward

Peter Jones

NUMBER OF EMPLOYEES

1-10

INVESTORS:

Pitt Capital

Momentum

FUNDED

YES

TOTAL FUNDING

$8.6 M

DATE OF LAST FUNDING

Aug 2015

SEED & PRIOR FUNDING

$4.3 M

SEED CLOSED ON

Aug 2015

FUNDING SERIES

OTHERS  · $4.3 M · Aug 2015

LISTED

NO

BASICS

FOUNDING YEAR:

2011

LOCATION:

Australia

Views:

217 VISITORS | 390 VIEWS
LATEST FUNDING ROUND

$8.6 M

TOTAL EMPLOYEES
1-10

About

SelfWealth is an online tool for self-directed Investors. It enables individuals to compare themselves to their peers, professionals and the market, to rank their portfolio with a safety ranking and use that knowledge to improve their portfolio performance.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
People+
Other+

Join the exclusive global FinTech community

Be a part of the global FinTech community on Slack