Wholesum

📍 Sydney, Australia🗓 Founded 2023👥 12 employees💰 Last funded Feb 2024
Wholesum is a mission-driven investment company that specialises in global ethical and impact-focused portfolios. Our investment fund products are dedicated to both financial returns and societal progress. With a focus on small businesses, we strive to generate profits and make a meaningfully empower local communities. The company was launched in 2023 when a group of angel investors and the founding team got together with a view to co-designing a compelling investment solution that addresses key gaps in the market. We launched our first fund, the Wholesum Responsible Fund in 2024. It has been achieving a target 8% net total return per annum since inception. Our mission is to generate consistent outperformance against inflation while striving towards ethical compliance and positive societal impact. At a company level, we take mission-driven execution seriously. We contribute a portion of our revenues to charity and strive to support non-profits with innovative treasury investment solutions. To further our mission, we actively collaborate with reputable, global investment partners and conduct financial literacy and awareness education at the grassroots level.
4
Total investors
4
Early stage
0
Mid stage
0
Late stage
2023
Founded
Investor geography2 countries
Australia
3
United States
1
Investor activity2023–2024 · investors recorded per year
2023320241
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Wholesum?
Wholesum has 4 investors on record on gritt.io, including 4 early-stage backers.
When did Wholesum last raise funding?
The most recent investment in Wholesum recorded on gritt.io was in February 2024.
When was Wholesum founded?
Wholesum was founded in 2023.
What industry is Wholesum in?
Wholesum operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Wholesum based?
Wholesum is headquartered in Sydney, Australia.