Stockspot
Company

Last deal

$3M

Amount

Series B

Stage

03.05.2017

Date

3

all rounds

$4.2M

Total amount

date founded

Financing round

General

About Company
Stockspot is Australia's first online, automated investment adviser and fund manager.

Industry

Sector :

Subsector :

Keywords :

founded date

01.04.2013

founders

Number of employees

Company Type

For Profit

Last funding type

Series B

IPO status

Private

Description

The company's digital investment adviser platform provides a complete investment profile about user's personal circumstances, helps to select the right strategy for investing in a diversified portfolio of Exchange Traded Funds (ETFs), as well as help to select the right mix of assets, and provides ongoing monitoring and rebalancing of their portfolio. Stockspot is helping Australians invest in a professionally managed portfolio of global investments in a transparent manner with low fees, as the company recognizes the high fees charged by traditional investment options are unnecessary and eating away at investment returns, and many Australians are unable to access a professionally managed portfolio due to significant account minimums.
Contacts
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M&A Details
1

Acquired by

Mirae Asset Global Investments

announced date

16.08.2023

price

$17.96M
Local Amount - AUD 28M

Financials

Funding Rounds
3
3

Number of Funding Rounds

$4.2M

Money Raised

Their latest funding was raised on 03.05.2017. Their latest investor AWI Ventures. Their latest round Series B

Date 
Funding Round 
Investors 
Money Raised 
Lead 
22.06.2015
2
$966.15K
Local Amount - AUD 1.25M
08.04.2014
2
$233.79K
Local Amount - AUD 250K

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Graham Tuckwell

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People

Founders
1
Chris Brycki
Chris Brycki

Chris Brycki

Chris Brycki is the Founder and CEO of Stockspot. A highly experienced trader, he spent most of his career as a Portfolio Manager at UBS, investing the banks’ capital. Chris created Stockspot in 2013 to help more Australians access expert investment advice and portfolio management. His personal mission is to re-engage a generation of Australians who have been locked out of the market for personalised investment advice due to high costs, outdated technology and conflicts of interest. In 2015, Chris was named in the Top 35 Influencers of Financial Planning by Adviser Ratings. Holding a Bachelor of Commerce (Accounting/Finance Co-op Scholarship) from the University of NSW, Chris proved his investment savvy early, winning the ASX Schools Share Game three years in a row while studying before dominating the JPMorgan Universities Portfolio Competition.

current job

Stockspot
Stockspot

organization founded

1

Chris Brycki

Employee Profiles
3
Larry Lee

Larry Lee

Chief Marketing Officer

Chris Brycki

Chris Brycki

Founder & Chief Executive Officer

Jessie Lin

Head of digital marketing

Activity

Recent News
0