Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Founded
2014
12 years
Office countries
1
1 address
Company type
Privately Held
self-reported
Description
Investfit is a leading financial advice application for advisers and direct to client (under their AFSL). Investfit does billions of calculations in real-time to find the investment strategy that provides the best retirement outcomes with a level of confidence the client needs. Investfit is holistic - it allows the adviser or client to model all of their financial assets and future cashflows as well as their goals such as retirement age, retirement income, legacy, large expenditures (such as holiday, house renovation, education fees). Investfit will improve the quality of advice, lower the cost of advice and reduce compliance risk.
Specialties
All 3 specialties
- Financial Advice Tools
- Investment Optimisation
- Automated Financail Advice
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU20 Bridge St; Level 26; Sydney, New South Wales 2000Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
FAQ
Where does Investfit have offices?
One address on record, Australia only. Primary: 20 Bridge St, Level 26, Sydney, New South Wales 2000.
What does Investfit list as its specialties?
Three tags on the brand's own list, among them Financial Advice Tools, Investment Optimisation and Automated Financail Advice.
Which companies are listed alongside Investfit?
Five peer profiles on record: CCUBE and Openmarkets Group.