WealthO2 is a privately owned technology and service company. We are not affiliated with any Bank or Institution. We provide software and a service that is not conflicted, is low cost, drives efficiency and provides financial advisers the tools to implement scalable yet tailored advice and more easily demonstrate value to their clients.Our suite of solutions can be used standalone, in combination or all together to provide efficiencies in managing Managed Accounts and Managed Discretionary Accounts; trading managed funds; and providing clients with a fresh, new alternative for their Super and Pension via Super Simplifier which is "on HIN" providing greater transparency on the client's assets.WealthO2's portfolio administration service is not a product, it's a service. WealthO2 is unconflicted as we have no investment products, and we do notcharge the advisers or investment managers for models, and we do not make money off your client's cash. There are no hidden fees.We want advisers to spend more time with clients and develop relationships and let the software implement the best interest advice in an unconflicted, cost effective, scalable and efficient manner.

Website: wealtho2.com.au

Employees: 20 - 49

HQ: N/A

Location: North Sydney, NSW, AU

Revenue: 2.5 - 5 Million

WealthO2 is a privately owned technology and service company that provides software and services to financial advisers and institutions. Based in North Sydney, Australia, the company aims to drive efficiency and transparency in the financial services industry. WealthO2's suite of solutions includes tools for managing managed accounts, trading managed funds, and providing clients with a fresh alternative for their super and pension. The company's portfolio administration service is designed to be unconflicted, low-cost, and scalable. WealthO2 does not charge advisers or investment managers for models, and there are no hidden fees. The company's goal is to help advisers spend more time with clients and develop relationships while the software implements the best interest advice in an unconflicted and efficient manner. WealthO2's management team includes experienced executives such as Matthew Done, Shai Saar, and Ted Tsao. The company's focus on technology and innovation has earned it recognition in the industry, and it continues to be a trusted partner for financial advisers and institutions. With its commitment to transparency and efficiency, WealthO2 is well-positioned to shape the future of the financial services industry.

WealthO2 is a private technology and service company that helps financial advisors provide the best advice to their clients in a cost-effective and efficient way. We are not connected to any bank or institution, and our software and services are designed to be unbiased and low-cost. Our suite of solutions can be used separately or together to help manage managed accounts, trading managed funds, and provide clients with a new alternative for their super and pension. Our portfolio administration service is not a product, it's a service that helps advisors implement the best interest advice for their clients without any hidden fees. We want advisors to focus on building relationships with their clients and let our software handle the rest.