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Netwealth
Fintech · Reading, United Kingdom · Founded 2015
Wealth management company bringing together superior discretionary service with all the benefits of a technology-enhanced approach MoreLess
Netwealth is a discretionary wealth management and financial planning firm leveraging cutting-edge technology and a seasoned team to deliver cost-effective services. The company serves individuals looking to manage their pensions, ISAs, and investments efficiently. Operating in the wealth management market, Netwealth offers an online platform that allows clients to plan and invest their wealth with the guidance of qualified advisers. The business model revolves around providing low all-in fees, helping clients preserve and grow their wealth. Revenue is generated through management fees, which are significantly lower than industry standards. The firm also engages clients through webinars and online planning tools to ensure they achieve their financial goals.
Keywords: wealth management, financial planning, pensions, ISAs, investments, low fees, online service, expert advisers, technology-driven, cost-effective.
Company overview
Netwealth company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2015
- Headquarters
- Reading, United Kingdom
- Employees
- 70
- Open positions
- 2
- Dealroom signal
- 78.9
Valuation & funding
Netwealth funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| EARLY VCEquity / VC | Mar 2021 | $15M | $60M | Undisclosed | — |
| EARLY VC✓Equity / VC | Sep 2019 | $12M | $50M | Jim Mellon · Michael Spencer | — |
| SERIES A✓Equity / VC | Sep 2017 | $13M | $53M | Julian Mash · John Weiss | — |
| ANGEL✓Equity / VC | May 2016 | $8.6M | $34M | Undisclosed | — |
Financials
Revenue, earnings and profit over time
Reported history and available estimates. Estimated years are marked “E”; sparse fields are left blank rather than inferred.
Growth signals
Netwealth website traffic
Latest recorded traffic for Netwealth is 17K monthly website visits, down 15% over the last three months. Netwealth's team grew 7.7% over the past year.
Comparisons
Netwealth compared with similar companies
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Talent graph
Netwealth's talent
Source: Dealroom Talent Intelligence.
Investors
6 investors on Netwealth's cap table
Sourced from Dealroom's funding and investor records.
Global footprint
Where Netwealth has talent and traffic
team presence
In the news
Latest news about Netwealth
Recent press, funding announcements, and product moves mentioning Netwealth — open to read from the original sources.
Market sentiment
What the market is saying about Netwealth
An AI-synthesized read of the highest-engagement posts about Netwealth on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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