myprosperity

📍 Hawthorn, Australia🗓 Founded 2013👥 38 employees💰 Last funded Jul 2016
myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals. From initial contact to ongoing service, the wealth portal enables finance professionals to redefine the customer journey each step of the way. With live feeds powering balance sheet, cashflow, budgeting and goal setting features, the portal is a white-label platform that also boasts efficiency tools like digital forms, digital document signing, and an ecosystem of integration partners (Macquarie, Netwealth, BGL, xplan and Class to name a few) for a holistic, all-in-one approach to household finance. Partners can also be in the pocket of every client with a white labelled mobile app or their own custom branded app.
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Total investors
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Early stage
1
Mid stage
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Late stage
2013
Founded

Investors

1 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
Australia
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Frequently asked questions
Who invested in myprosperity?
myprosperity has 1 investors on record on gritt.io, 1 mid-stage.
When did myprosperity last raise funding?
The most recent investment in myprosperity recorded on gritt.io was in July 2016.
When was myprosperity founded?
myprosperity was founded in 2013.
What industry is myprosperity in?
myprosperity operates in Software Development. Find similar Software Development investors on gritt.io.
Where is myprosperity based?
myprosperity is headquartered in Hawthorn, Australia.