myprosperity logo — The most powerful client portal solution for accountants and...

myprosperity

The most powerful client portal solution for accountants and advisers.

Founded 2013 Australia Hawthorn, Australia 47 employees Total: $2.50M Finance

General Information

Company Name myprosperity
Founded Year 2013
Location Australia Hawthorn, Australia
Employees 47
Industries Finance
Social

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About myprosperity

myprosperity is an award-winning collaboration platform for personal wealth in the finance industry, founded in 2013 and headquartered in Australia. The company's slogan "The most powerful client portal solution for accountants and advisers" captures its essence as a game-changer in financial management. Offering a comprehensive range of features from balance sheet tracking to digital forms and document signing, myprosperity aims to redefine the customer journey at every touchpoint. The platform's last investment of $2.50M was secured during the funding round on April 04, 2017, with backing from Craig Winkler. The company's strong investor support and innovative approach position it as a significant player in reshaping how clients and finance professionals interact in the digital age.

Taxonomy: client portal solution, accounting, personal wealth management, financial planning, financial goal setting, collaboration platform, digital forms, document signing, integration partners, wealth portal, budgeting, cashflow management, white-label platform, finance professionals

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Funding Round $2.50M 1
Craig Winkler
04 Apr 2017

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FAQ About myprosperity

The most powerful client portal solution for accountants and advisers.
myprosperity was founded in 2013.
myprosperity is headquartered in Hawthorn, Australia.
myprosperity operates in Finance. Its work centres on client portal solution, accounting, personal wealth management and financial planning.
myprosperity has approximately 47 employees.
myprosperity has completed 1 funding round, raising a total of $2.50M.
Top alternatives and competitors to myprosperity include Guac, iBank Marketing, Money Toolkit, Nav.it, Nkwa App . These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
myprosperity and Guac are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for myprosperity, https://bouncewatch.com/company/myprosperity, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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