We started in 2015, with WealthO2 MDA and WealthO2 Managed Accounts launching in 2016. As industry practitioners, we saw these two areas as places technology could most easily rectify the pain financial advice practices were feeling. In bringing automation to compliance, execution processing, broker data connectivity, rebalancing and sophisticated performance and analytics, we think we’ve successfully tackled this problem and brought efficiency and scalability to financial advice firms. Next, we turned to managed funds. Trading managed funds through platforms is extremely expensive, and mFunds has seen sluggish uptake. Enter WealthO2 uXchange. An alternative to both platforms and mFunds, it slots perfectly into existing workflows and offers lower cost and higher transparency than any other option. Finally, we looked at super. We wanted to develop a different option for superannuation for advisers and their clients – something new, that sits between a super fund and an SMSF, and at a fee comparable to an Industry Super fund. WealthO2 Super Simplifier gives members the personalisation, transparency and flexibility of an SMSF, but for a fraction of the cost. Under this approach, advisers and clients work together to choose a mix of assets that will best meet the goals of each investor. Like an SMSF, client assets are held in individual accounts, but unlike an SMSF, the trustee is APRA-regulated. The benefits of efficiency and scale this model offers means clients enjoy a customised, flexible investment experience but without the SMSF price tag.
View Top Employees from WealthO2Website | http://wealtho2.com.au |
Revenue | $6 million |
Employees | 44 (44 on RocketReach) |
Founded | 2015 |
Address | 157 Walker St, St Leonards, New South Wales 2060, AU |
Phone | +61 1300 726 008 |
Technologies |
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Industry | Insurance |
SIC | SIC Code 63 Companies, SIC Code 637 Companies |
NAICS | NAICS Code 5251 Companies, NAICS Code 52 Companies, NAICS Code 525 Companies |
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The WealthO2 annual revenue was $6 million in 2023.
Kevin Liao is the Executive Director of Innovation of WealthO2.
44 people are employed at WealthO2.
WealthO2 is based in St Leonards, New South Wales.
The NAICS codes for WealthO2 are [5251, 52, 525].
The SIC codes for WealthO2 are [63, 637].