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Investfit

Investfit

Financial ServicesFlag of AUSydney, New South Wales, Australia1-10 Employees

Company overview

Headquarters20 Bridge St, Level 26, Sydney, New South Wales 2000, AU
Phone number+61294606473
Website
NAICS52
Keywords
Investment Optimisation, Financial Advice Tools, Automated Financail Advice
Founded2014
Employees1-10
Socials

Key Contact at Investfit

Flag of AU

Julius Wei

Non Executive Director

About Investfit

Investfit is a leading financial advice application for advisers and direct to client (under their AFSL). Investfit does billions of calculations in real-time to find the investment strategy that provides the best retirement outcomes with a level of confidence the client needs. Investfit is holistic - it allows the adviser or client to model all of their financial assets and future cashflows as well as their goals such as retirement age, retirement income, legacy, large expenditures (such as holiday, house renovation, education fees). Investfit will improve the quality of advice, lower the cost of advice and reduce compliance risk.

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Investfit revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Investfit has never raised funding before.

Frequently asked questions

Investfit is located in Sydney, New South Wales, AU.
You can reach Investfit at +61294606473.
Investfit was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Investfit has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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