Netwealth Group (ASX: NWL) — Stock Profile

Netwealth Group Limited is an Australian financial services company focused on wealth management, operating a technology-driven platform that serves investors, financial advisers, private clients, and high net worth firms. Its platform spans superannuation products covering accumulation and retirement income, investor directed portfolio services for both self-managed superannuation and non-superannuation investments, managed accounts and funds, self-managed superannuation fund administration, and non-custodial administration and reporting services.

The company also provides investment wrap products, a superannuation master fund, and a broad range of investment options encompassing listed and international securities, managed account models, managed funds, annuities, term deposits, and premium services alongside investor rewards. Insurance products, forms, disclosure documents, and a suite of portfolio management, performance, investment research, and mobile access tools round out the offering, which is further supported by advisory, licensee, and private wealth solutions for non-institutional intermediaries. Founded in 1999, Netwealth Group is headquartered in Melbourne, Australia.