AreaWealth case study

The challenge

AreaWealth is a technology driven investment management platform that maximises efficiencies for advisers in managing their clients’ financial needs. The Australian fintech provides a secure all-in-one platform that integrates a vast array of tools and resources through which advisers can assess, identify, and initiate targeted solutions for their clients. With their business model proven, Areawealth was eager to pursue ambitious strategic objectives to further client growth as well as expand their product offerings. In order to do so Areawealth needed access to further equity capital yet was unsure of how to navigate the equity landscape successfully.

The solution

Areawealth initiated an equity seed capital raise with Swoop and leveraged Swoop’s expertise and connections within the equity funding space. Initially, Swoop – led by our equity expert Tim Brown – assisted in the preparation of AreaWealth’s pitch deck and presentation. Following such, AreaWealth was introduced to First Pacific Capital who would become their strategic funding partner.

The results

With Swoop working as an intermediary and advisor to AreaWealth and First Pacific Capital throughout the process, AreaWealth was able to secure a capital raise of $2 million dollars.

Client testimonial

“Swoop has been instrumental in achieving our desired Seed round funding objective which was oversubscribed, through an introduction of a Strategic Funding Partner – First Pacific Capital Pty Ltd. Throughout this process Tim has been strategic, collaborative and supportive working directly with AreaWealth and First Pacific Capital.”

Dean Lupton, Chief Commercial Officer – Area Wealth Administration Services Pty Ltd