Netwealth Group Limited is a publicly listed financial services company specializing in wealth management and investment administration solutions across Australia. Founded in 1999 and headquartered in... Netwealth Group Limited is a publicly listed financial services company specializing in wealth management and investment administration solutions across Australia. Founded in 1999 and headquartered in Melbourne, the company operates a proprietary cloud-based platform offering superannuation products—including accumulation and retirement income options—as well as investor-directed portfolio services for both managed and self-managed super funds. Its platform serves a wide range of clients, including financial advisers, private clients, and high-net-worth individuals, providing access to diversified investment vehicles such as listed securities, managed funds, annuities, and insurance products. Notably, Netwealth integrates portfolio management and performance tools with investment research and mobile access, facilitating seamless administration and reporting services. As both a technology provider and superannuation trustee, Netwealth distinguishes itself by leveraging software-as-a-service (SaaS) models, charging fees based on assets under administration and management. Through its innovative solutions and comprehensive product suite, Netwealth Group Limited plays a pivotal role in modernizing Australia’s wealth management industry, delivering scalable support to advisers and clients in the evolving financial landscape.Show lessShow more

Disclosures ESG Data Financial Data

GHG Emissions Climate Targets EU Taxonomy Energy Waste Management

Data not available

Netwealth Group is not subject to EU Taxonomy reporting

Based on current regulatory requirements, Netwealth Group is not required to report EU Taxonomy data under the CSRD framework. As a result, we have not conducted a detailed EU Taxonomy data review for this company.

If you believe this assessment should be revisited, you may submit a data coverage request and our team will review the company's regulatory applicability.

Would you like us to review Netwealth Group's data?

Start your 30-day free trial to request a data review for Netwealth Group.

Start Free Trial

Legal Center Contact Us