Business description: Netwealth Group Limited

Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and a wealth administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed super and non-super investments; managed accounts, managed funds; self-managed superannuation funds administration, and non-custodial administration and reporting services.

Number of employees: 791

Sales by Activity: Netwealth Group Limited

Fiscal Period: June 2021 (AUD) 2022 (AUD) 2023 (AUD) 2024 (AUD) 2025 (AUD)

Platform Operations

145M 173M 215M 255M 324M

Geographical breakdown of sales: Netwealth Group Limited

Fiscal Period: June 2021 (AUD) 2022 (AUD) 2023 (AUD) 2024 (AUD) 2025 (AUD)

Australia

145M 173M 215M 255M 324M

Executive Committee: Netwealth Group Limited

Manager TitleAgeSince
Chief Executive Officer - 2014-12-31
Director of Finance/CFO 56 2025-01-30
Chief Tech/Sci/R&D Officer - 2025-01-31
Chief Administrative Officer - 2004-01-31
Chief Investment Officer - 2021-12-31

Composition of the Board of Directors: Netwealth Group Limited

Director TitleAgeSince
Director/Board Member - 1998-12-31
Director/Board Member - 2004-02-29
Director/Board Member - 2019-10-09
Director/Board Member - 2021-01-31
Director/Board Member - 2009-06-30
Director/Board Member 58 2024-02-27
Chairman 70 2025-08-31

Shareholders: Netwealth Group Limited

NameStocks%Valuation
40.77 %
100,040,000 40.77 % 1 538 M $
5.597 %
13,733,743 5.597 % 211 M $
5.034 %
12,354,042 5.034 % 190 M $
Netwealth Investments Ltd.
4.459 %
10,943,371 4.459 % 168 M $
Hyperion Asset Management Ltd.
4.122 %
10,115,439 4.122 % 156 M $

Holdings: Netwealth Group Limited

NameStocks%Valuation
2,476,3471.72% 5 M $

Company details: Netwealth Group Limited

Netwealth Group Ltd.

180 Flinders Street

3000, Melbourne

+

http://www.netwealth.com.au
address Netwealth Group Limited(NWL)

Other Investment Management & Fund Operators

Change 5-day change 1-year change 3-year change Capi.($)
-0.70%-1.76%-31.96%+50.60% 3.66B
-0.69%+1.75%+7.76%+51.98% 163B
-0.15%+5.40%+64.53%+126.96% 154B
+0.08%-0.46%+16.44%+117.53% 99.11B
-1.67%-0.24%+56.77%+223.78% 98.58B
-0.88%+0.74%-11.08%+53.63% 74.82B
-1.63%+0.41%+68.95%+130.06% 46.58B
-0.96%+1.81%-8.41%+45.11% 42.02B
-1.62%-1.28%+53.88%+134.45% 31.85B
-1.92%-4.63%-45.56%+11.02% 29.42B
Average -1.01%+1.04%+17.13%+94.51% 74.34B
Weighted average by Cap. -0.79%+2.19%+27.90%+105.64%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
16
Last Close Price
21.25AUD
Average target price
27.12AUD
Spread / Average Target
+27.62%

Quarterly revenue - Rate of surprise

  1. Stock Market
  2. Stocks
  3. NWL Stock
  4. Company Netwealth Group Limited
-40%: Exceptional extension
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