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Family Office

Share Wealth Systems

Cheltenham, VIC, Australia

Type

Family Office

Check size

n/a

Verticals

fintech, trading education, investment systems

Investment thesis

Share Wealth Systems is an Australian-based financial technology company specializing in investment research and portfolio management solutions for individual investors. Founded in 1998, the company provides software tools, educational resources, and systematic trading strategies designed to help clients make informed investment decisions in the stock market. Headquartered in Melbourne, Share Wealth Systems is known for its flagship product, the SPA3 investment system, which offers data-driven guidance for share trading. The company has established a reputation for empowering self-directed investors through technology and ongoing support.

Partners

2 partners on file at this firm, with the firm's email pattern for cold outreach.

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Investment focus

Business models

saas_b2c, consumer_subscription, services

Customer segments

Consumer, Active traders, Individual investors

Geography

US, APAC

Links

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