Netwealth
Netwealth is a financial planning and investment service that offers expert advice and technology. It provides clients with information about their wealth while charging lower fees than traditional wealth managers.
- ISAs
- Pensions
- Liquid Reserves
- Junior Investing
- General Investing
- Financial Planning
- Discretionary Wealth Management
Locations
Competitors
Park Hall Financial Services has been providing tailored financial advice and services to residents, professionals, and businesses in Nottinghamshire for over 30 years.
Fiske is an independent investment management and stockbroking firm that has been operating since 1973.
Company Details
Netwealth is operated by Netwealth Investments Limited and is a Active company incorporated on 17 March 2015 with the registered office located in London, Greater London. Netwealth Investments Limited was registered 10 years ago.
Status
Active
Size
Small
Directors
8
Age
10 years old
Employees
60
Turnover
£2.58M
Total Assets
£7.79M
Cash in Bank
£6.47M
Total Liabilities
-£846K
Teams
48
13
11
11
9
7
8
CEO • Joined Jan 2015
Non Executive Director • Joined Oct 2024
Deputy CEO - Head Of Advisory & Client Proposition • Joined Jan 2024
Chief Marketing Officer • Joined Apr 2016
Chief Financial Officer • Joined Apr 2016
Chief Investment Officer • Joined Nov 2022
Chief Operating Officer • Joined Sep 2024
Chief Information Officer • Joined Sep 2024
Chief Operating Officer • Joined Sep 2024
People Partner • Joined Nov 2024
Software Developer • Joined Nov 2021
Software Developer • Joined Aug 2021
Angular Developer • Joined May 2023
Quantitative Developer • Joined Feb 2023
Senior Angular Developer • Joined Jul 2022
Senior Angular Developer • Joined Feb 2017
Senior Full Stack Developer • Joined Jan 2020
Software Engineer • Joined Jan 2021
Frontend Engineer • Joined Sep 2023
Software Engineer • Joined Nov 2021
CEO • Joined Jan 2015
Chief Operating Officer • Joined Sep 2024
Chief Information Officer • Joined Sep 2024
Chief Operating Officer • Joined Sep 2024
People Partner • Joined Nov 2024
Senior Portfolio Manager & Head Of Portfolio Construction • Joined Jan 2023
Marketing Manager • Joined Feb 2023
Head Of Design • Joined Jun 2021
Client Service Manager • Joined Jan 2022
Trading Operations Specialist • Joined Jun 2023
Chief Marketing Officer • Joined Apr 2016
Marketing Executive • Joined Nov 2024
Digital Marketing Lead • Joined Apr 2022
Product Manager • Joined Jun 2023
Product Manager • Joined May 2023
Marketing Manager • Joined Feb 2023
Product Manager • Joined Jul 2023
CEO • Joined Jan 2015
Non Executive Director • Joined Oct 2024
Chief Marketing Officer • Joined Apr 2016
Chief Financial Officer • Joined Apr 2016
Chief Investment Officer • Joined Nov 2022
Chief Operating Officer • Joined Sep 2024
Chief Operating Officer • Joined May 2015
Chief Operating Officer • Joined Sep 2024
VP Engineering • Joined Feb 2022
Senior Angular Developer • Joined Jul 2022
Senior Angular Developer • Joined Feb 2017
Senior Full Stack Developer • Joined Jan 2020
Software Engineer • Joined Jan 2021
Software Engineer • Joined Nov 2021
Senior Software Engineer • Joined Jul 2022
Junior Engineer • Joined Jan 2023
Software Automation Engineer • Joined Jun 2022
Senior Front-end Engineer • Joined Jan 2025
Senior Software Development Engineer
Lead QA Engineer • Joined Oct 2016
Client Service Representative • Joined Apr 2024
Senior UI Designer • Joined Jul 2024
Senior Customer Service Representative • Joined Jan 2024
Associate Client Financial Adviser • Joined Jan 2022
Senior Client Adviser • Joined Jan 2024
Chartered Financial Planner • Joined Sep 2022
Certified Financial Planner • Joined Jun 2023
View 48 members