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About us

YourPortfolio is an investment marketplace with the vision to empower customers to make better investment decisions. We focus on providing tools, building investible choices and distilling relevant information to enable anyone to invest like a pro…

without having to be one.

Founded in 2020 by a team of seasoned E-Commerce, Financial Services and Private Equity professionals, YourPortfolio was driven by the motivation to democratise wealth.

 

We began by developing partnerships with leading industry institutions, giving us the freedom to offer traditional and non-traditional assets, and the ability to build and host exciting new products as we grow.

At the same time, we developed a new investing experience. This next generation investment platform, aimed at the everyday Australian, makes it easy to understand your choices, offers insights into ways you can meet your goals and optimises the trading process.

 

Whether you are already familiar with the investment markets or whether you are new to the game, our platform aims to make your investment journey easier.

Our Mission

Empower customers to make better investment decisions through our investment marketplace.

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Relevant content

We focus on relevant trading ideas based on market conditions and risk profiles, saving investors time and reducing information overload while providing a content-rich experience.

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Innovative solutions

Combining traditional and non-traditional securities and strategies to meet a wider array of investment goals.

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Efficient execution

Easy browsing, one-platform, one-click execution for all asset types.

Our Partners*

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Our Regulators*

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Audit and Compliance*

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Industry Associations*

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*Not all partners, regulators and auditors relate to all our entities and services. For more information click here.

Leading the team

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