Hub24 (ASX: HUB) — Company Overview, News & Financial Data
Hub24 is an Australian financial services company providing a platform for financial advisers to manage client investments easily.
Hub24
Hub24 is a provider of investment and superannuation portfolio administration, platform services, and financial technology solutions to advisers, licensees, private wealth managers, and institutional clients across Australia. Established in 2007, the company develops and operates investment platforms, including custodial investment accounts, regulated superannuation funds, self-managed superannuation solutions, and non-custodial asset administration services. Its technology infrastructure provides automated portfolio management, customized reporting, transaction execution, and data integration capabilities for financial practices. Through its integrated services, the business supports wealth management professionals in managing client portfolios, executing trades, and maintaining regulatory compliance across diverse asset classes.
Snapshot
Operations
Products and/or services of Hub24
- Investment Portfolio Administration: Investment directed portfolio service providing access to managed accounts, listed securities, managed funds, and term deposits, enabling financial advisers to efficiently execute transactions, administer portfolios, and generate consolidated client reporting across Australian investment markets.
- Superannuation Platform Services: Regulated superannuation and pension fund platform enabling financial advisers and members to construct tailored retirement portfolios utilizing managed account technology, investment options, insurance coverage, and automated administrative workflows in Australia.
- Non-Custodial Asset Administration: Administration and reporting platform designed for assets held directly by clients, integrating non-custodial investment holdings, property, and cash accounts into a single reporting environment for financial advisers and licensees across Australia.
- Private Wealth Portfolio Management: Specialized investment administration solution delivering customized portfolio structures, institutional execution, and consolidated asset reporting tailored for high-net-worth individual clients, private wealth advisory firms, and multi-family offices operating across Australia.
- Self-Managed Superannuation Solutions: Administration and investment management integration service enabling financial advisers to service self-managed super funds with automated data feeds, portfolio administration, compliance reporting, and streamlined tax document preparation for clients.
- Data Integration and Software Technology: Technology platform connecting financial advice practice management software, client portals, and third-party applications, providing automated data aggregation, practice analytics, and workflow efficiency tools for financial licensees and advisory practices across Australia.
Hub24 executive team
- Andrew AlcockCEO, MD & Executive Director
- Kitrina ShanahanCFO & Joint Company Secretary
- Craig LawrensonChief Executive of Platform
- Jason HairChief Operating & Innovation Officer
- Amy RixonChief People Officer
- Deborah LatimerChief Risk Officer
- Andrew John BrownCompany Secretary