InvestSMART Unveils $711m Digital Wealth Platform with Low-Cost Funds
InvestSMART Group has showcased its position as Australia’s leading direct-to-investor digital wealth platform, reporting $711 million in funds under management and highlighting its integrated ecosystem of low-cost funds, research, and tools.
- Funds under management reach $711 million as of July 2025
- Focus on low-cost ETFs and Professionally Managed Accounts
- Integrated digital platform combining proprietary research and investment tools
- Active ASX-listed ETFs under the Intelligent Investor brand
- Emphasis on customer experience and cost efficiency through technology
InvestSMART’s Digital Wealth Platform Expansion
InvestSMART Group Limited (ASX, INV) has released an investor presentation dated 27 August 2025, reaffirming its status as Australia’s premier direct-to-investor wealth platform. The company reported funds under management (FUM) of $711 million as of 31 July 2025, underscoring steady growth in its digital investment ecosystem.
At the heart of InvestSMART’s offering is a proprietary digital platform that integrates low-cost funds, research, and wealth management tools designed to empower do-it-yourself investors. The platform features Professionally Managed Accounts (PMAs) that invest primarily in exchange-traded funds (ETFs) selected through a rigorous proprietary screening process. This approach balances performance, cost efficiency, and risk diversification, catering to a broad spectrum of investor risk profiles.
Intelligent Investor Brand and Content Leadership
InvestSMART’s Intelligent Investor brand complements its investment products with a membership-based content publication. This service provides research-driven insights on companies and market themes, enriched by collaboration with the Eureka Report team, founded by renowned financial journalist Alan Kohler. This content strategy aims to deepen investor knowledge and engagement, positioning InvestSMART as both a product and thought leader in the wealth management space.
The company’s digital ecosystem also includes educational tools such as a free Bootcamp course and portfolio management utilities, designed to build foundational investing knowledge and facilitate portfolio monitoring. These tools enhance customer experience by making investment management more accessible and transparent.
Technology and Customer Experience Focus
InvestSMART emphasizes technology-driven efficiency and customer-centric service delivery. Its platform supports white-label solutions for select partners, leveraging existing infrastructure to expand reach without compromising cost control. The group’s strategy highlights a commitment to maintaining capped management fees and variable fee structures that align with investor interests.
While the presentation includes standard forward-looking disclaimers, it signals confidence in the company’s ability to continue scaling its digital wealth platform amid a competitive Australian market. The integration of proprietary research, active ETFs, and digital tools positions InvestSMART to capture growing demand from self-directed investors seeking cost-effective, technology-enabled investment solutions.
Bottom Line?
InvestSMART’s $711 million FUM milestone marks a pivotal step in its quest to dominate Australia’s digital wealth management landscape.
Questions in the middle?
- How will InvestSMART sustain growth amid intensifying competition in digital wealth platforms?
- What are the company’s plans for expanding its active ETF offerings under the Intelligent Investor brand?
- How effectively can InvestSMART leverage its white-label solutions to drive new subscriber growth?
