COMPANY PROFILE

Netwealth

Wealth management company bringing together superior discretionary service with all the benefits of a technology-enhanced approach

Reading, United KingdomFounded 2015Fintech

Valuation $50–100M Last recorded · 2019

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Netwealth

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.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2015
Headquarters: Reading, United Kingdom
Employees: 70
Open positions: 2
Dealroom signal: 78.9/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Wealth Management, uk is8 financial services
Client focus: b2c
Links: Website LinkedIn X

Knowledge graph

News, research, reports and resources connected to this company by Dealroom

Funding history

4 recorded events

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	—

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Financials

Revenue, earnings and profit over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth	EBITDA	Margin	Profit	Margin
2026
2025
2024
2023
2022
2021
2020		—

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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.

Latest monthly visits17K 3-month web change-15% 1-year team growth+7.7%

Monthly website visitsMar 2018–Jul 2026

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