Stockspot

wealthtech-retailrobo advisors

FOUNDING YEAR: 2013
LOCATION: Australia
Last Update: 19/01/2021

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About

Stockspot is Australia's first digital investment adviser. We were founded in 2013 with a mission to help more Australians access expert investment advice and portfolio management.We want to do away with the high fees, confusing jargon, endless paperwork and lack of transparency that gives the wealth management industry a bad reputation.Today, we're the largest and fastest growing digital investment advice (robo-advice) service in Australia. We're helping thousands of Australians manage their money smarter with our low-fee transparent investment service.Stockspot was selected as one of the Leading Fintech Innovators globally by KPMG in 2014 and 2015, as well as Asia's most innovative new financial technology start-up of 2014.

MEDICI Analysis

Stockspot, based in Australia, is an online automated investment adviser and fund manager.

Focus

PRODUCTS & SERVICES

Stockspot is an automated investment tool that allows opening accounts for individuals, joint, company, trust, and self-managed super funds (SMSF). The company doesn’t provide its services to non-Australian citizens who also live outside of Australia. The initial amount of starting investment is $2,000. The company claims to provide service without the high fees, confusing jargon, endless paperwork, and lack of transparency and provides Australians with a low-fee investment service.

REVENUE MODEL

The company charges subscription fees to generates its revenue.

MAIN CLIENTS

Retail investors

COMMENT

Stockspot uses Mean-Variance Optimisation - the foundation of Modern Portfolio Theory, to allocate the percentage of each asset class in customers portfolio.

Traction

VALUATION / MARKET CAP:

$20 M in 2017

COMPANY TYPE:

For Profit

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

83,833

AVERAGE VISITS (6 MONTHS)

69,372.22

MONTHLY VISITS GROWTH

10.06%

VISIT DURATION

226

VISIT DURATION GROWTH

-16.02%

PAGE VIEWS VISIT

3.04

PAGE VIEWS VISIT GROWTH

-22.96%

BOUNCE RATE

53.4%

BOUNCE RATE GROWTH

5.36%

GLOBAL TRAFFIC RANK

340,994

MONTHLY RANK CHANGE

-68,414

MONTHLY RANK GROWTH

-16.71%

Innovation Programs

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