Partners

We partner with finance industry leaders. Access award-winning portfolio performance and tax reporting by joining our fast-growing ecosystem.



All partners


logo - Morningstar (white)
Data Provider

Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

logo - PwC (white)
Accountant

PwC

PwC is a multinational professional services company.

logo - KPMG (white)
Accountant

KPMG

KPMG is a multinational professional services company.

logo - Simply Wall St
Research Provider

Simply Wall St

Simply Wall St allows you to make confident investment decisions with unique fundamental analysis and in-depth visuals.

logo - FactSet
Data Provider

FactSet

FactSet provides financial data to global financial institutions.

logo - Xero (white)
Software Provider

Xero

Sharesight has partnered with Xero to provide a seamless solution between portfolio management and portfolio accounting.

logo - Abletech (white)
Other

Abletech

Abletech is a software company that builds web and mobile applications.

logo - Affluence Funds Management (white)
Asset Managers and Robo-Advisor

Affluence Funds Management

Affluence Funds Management is a boutique investment management firm based in Brisbane, Australia.

logo - AIA
Association

AIA

The AIA is Australia’s leading non-profit organisation assisting its members to make improved investment decisions.

logo - AJ Financial Planning (whi
Financial Advisor

AJ Financial Planning

AJ Financial Planning is an innovative financial planning firm based in Melbourne, Australia.

logo - amscot
Broker

amscot Stockbroking

amscot Stockbroking is a full trading and clearing participant for Australia's leading stock exchanges.

logo - ASA (white)
Association

ASA

The ASA is an independent, member-funded, not-for-profit organisation representing Australian retail investors.

logo - A Squared Advisers (white)
Financial Advisor | Accountant

A Squared Advisers

A Squared Advisers is an accounting and business advisory firm based in Newcastle, NSW Australia.

logo - ASX
Data Provider

ASX

ASX operates Australia's primary securities exchange, the Australian Securities Exchange.

logo - ausbiz
Research Provider

ausbiz

ausbiz is Australia's only live streaming channel dedicated to business, markets and startups.

logo - Australian FinTech
Other

Australian FinTech

Australian FinTech is a publisher of Australian fintech news, including a comprehensive list of Australian fintechs.

logo - BOQ (white)
Broker

Bank of Queensland

BOQ Online Share Trading is a division of The Bank of Queensland.

logo - bay financial partners (white)
Financial Advisor

Bay Financial Partners

Bay Financial Partners are full service financial planners located in Tauranga, New Zealand.

logo - BDO (white)
Accountant

BDO Auckland

BDO Auckland Partners leverages Sharesight to provide award-winning portfolio reporting to its clients.

logo - BDO (white)
Accountant

BDO Australia

BDO Australia leverages Sharesight to provide award-winning portfolio reporting to its clients.

logo - Bellmont Securities
Financial Advisor

Bellmont Securities

Bellmont Securities is a boutique Australian portfolio manager and broker based in Sydney, Australia.

logo - Bendigo Bank (white)
Broker

Bendigo Bank

Bendigo Invest Direct is an easy-to-use, affordable, online share trading solution.

logo - Brentnalls (white)
Accountant

Brentnalls

Brentnalls is an affiliation of accountancy practices in Australia and New Zealand.

logo - Cboe Australia
Data Provider

Cboe Australia

Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.

logo - CMC Invest (white)
Broker

CMC Markets Invest

CMC Markets Invest is Australia’s best value online broker.

logo - Computershare (white)
Data Provider

Computershare

Computershare provides stock registration and investor services.

logo - Cornerstone Wealth (white)
Financial Advisor

Cornerstone Wealth

Cornerstone Wealth is a financial planning firm situated in the eastern suburbs of Melbourne, Australia.

logo - Danpalo Group (white)
Accountant

Danpalo Group

Danpalo Group is an accounting firm located in Perth, Australia.

logo - DFK Australia New Zealand
Accountant

DFK Australia New Zealand

DFK Australia New Zealand is an association of chartered accountants and business advisers.

logo - Diversiview
Research Provider

Diversiview

Design, validate and retarget diversified investment portfolios to suit your investment risk and return expectations.

logo - DNM Financial Services
Financial Advisor

DNM Financial Services

DNM Financial Services are a full-service financial advice business based in Victoria, Australia.

Logo - Engine Room (white)
Accountant

Engine Room

Engine Room is a business coaching, financial management & accounting firm located in Pukekohe, New Zealand.

logo - eSuperfund
Broker

Esuperfund

Esuperfund is a Self Managed Super Fund service provider based in Australia.

logo - Financial Keys (white)
Financial Advisor

Financial Keys

Financial Keys is a firm of professional financial advisers based in Sydney, Australia.

logo - FinTech Australia
Association

FinTech Australia

FinTech Australia is an association of startups in the Australian financial services sector.

Logo - Firstlinks (white)
Research Provider

Firstlinks

Firstlinks is a free investment newsletter written by Australian financial market professionals.

logo fluid-financial-planning white
Financial Advisor

Fluid Financial Planning

Fluid Financial Planning is a privately owned boutique financial planning firm based in North Sydney, Australia.

logo - Fundata (white)
Data Provider

Fundata

Fundata provides information on Canadian investment funds.

logo - Grant Thornton (white)
Accountant

Grant Thornton Australia

Grant Thornton Australia is part of one of the world's leading organisations of independent assurance, tax and advisory firms.

logo - Growthwise (white
Accountant

Growthwise

Growthwise is a small business accounting, tax, and advisory firm situated in Newcastle, Australia.

logo - hatch (white)
Broker

Hatch

With Hatch, Kiwis can tailor an original portfolio of the world’s most exciting companies and funds.

Logo HMT Partners AG
Accountant

HMT Partners AG

HMT Partners is a Swiss company that specialises in accounting, payroll administration, tax and consulting services.

logo - Hood Sweeney (white)
Accountant

Hood Sweeney

Hood Sweeney is an accountancy and business consultant firm located in South Australia.

Logo - Inline Partners (white)
Accountant

Inline Partners

Inline Partners provides professional accounting and bookkeeping services in Sydney, Australia.

logo - Interactive Brokers (white)
Broker

Interactive Brokers

Interactive Brokers is an online broker that offers low-cost brokerage to investors around the world.

Logo - Jarden Direct (white)
Broker

Jarden Direct

Jarden Direct is an online broker based in New Zealand.

logo - Kaz Capital
Financial Advisor

Kaz Capital

Kaz Capital is a specialised financial services provider located in Sydney, Australia.

logo - KMS Financial Solutions
Accountant | Financial Advisor

KMS Financial Solutions

KMS Financial Solutions is an accounting and financial advice firm in Balwyn (Melbourne), Australia.

logo - LB Advisory (white)
Accountant

LB Advisory

LB Advisory is a chartered accounting and business advisory firm based in Sydney, Australia.

logo - LemSec (white)
Broker | Financial Advisor

LemSec

LemSec is a family-owned broker and boutique investment advisory firm based in Sydney, Australia.

logo - Life Sherpa
Financial Advisor

Life Sherpa

Life Sherpa is Australia's most affordable financial advice service.

logo - Livewire (white)
Research Provider

Livewire

Livewire brings together investment insights from Australia's leading investment professionals.

logo - Macquarie
Data Provider

Macquarie

Macquarie is a leading provider of financial, advisory, investment and funds management services.

logo - Macrovue (white)
Broker | Asset Managers and Robo-Advisor

Macrovue

Macrovue is an Australian trading platform that offers model portfolios.

Logo - Marketech (white)
Broker

Marketech Focus

Marketech Focus is a an online broker based in Australia.

logo - maxmind
Other

MaxMind

MaxMind is a leading provider of IP intelligence and online fraud prevention tools.

logo - McPhail & Partners
Accountant

McPhail & Partners

McPhail & Partners are a multi-discipline firm based in Melbourne, Australia.

logo - Moore Stephens
Accountant

Moore Stephens Australia

Moore Stephens Australia is part of one of the world's largest accounting networks.

logo - myprosperity (white)
Software Provider

myprosperity

myprosperity is software that empowers advisers and their clients to make the most of their finances.

logo - nutworth
Software Provider

nutworth

nutworth lets you track and analyse your net worth with ease.

logo - nzsa (white)
Association

NZSA

The New Zealand Shareholders Association represents, promotes and protects the interests of investors.

logo - NZX (white)
Data Provider

NZX

NZX operates New Zealand’s only registered national stock exchange.

logo - Ocean Asset Management (white)
Financial Advisor

Ocean Asset Management

Ocean Asset Management is a private investment management company based in Sydney, Australia.

logo - OKIS Wealth (white)
Financial Advisor

OKIS Wealth

OKIS Wealth is a private wealth management company based in Melbourne, Australia.

logo - OnMarket (white)
Broker

OnMarket

OnMarket is an app and platform that is making Australian IPOs more inclusive.

logo - Open Exchange Rates
Data Provider

Open Exchange Rates

Open Exchange Rates provides forex rates for worldwide and digital currencies.

logo - otivo
Financial Advisor

Otivo

Check your money situation, get instant tips on saving, pay off debt quicker and work towards early retirement.

logo - Parinity (white)
Financial Advisor

Parinity

Parinity is an independent financial planning and advisory firm based in Bisbane, Australia.

Logo - Pearler (white)
Broker

Pearler

Pearler is a an online broker based in Australia.

logo - Pitcher Partners
Accountant

Pitcher Partners

Pitcher Partners is an Australian association of full service accounting, audit and advisory firms.

logo - PocketSmith (white)
Software Provider

PocketSmith

PocketSmith is budgeting and personal finance software for all walks of life.

logo - ProductRex (white)
Software Provider

ProductRex

ProductRex is a free product research solution for financial advisers, paraplanners, and anyone in finacial planning.

Logo - Questrade (white)
Broker

Questrade

Questrade is Canada’s largest non-bank online broker leading the way with Canada’s lowest trading commissions.

logo - Rivkin (white)
Financial Advisor

Rivkin

Rivkin is a diversified financial services company based in Sydney, Australia.

Logo - Saxo Markets (White)
Broker

Saxo Markets

Saxo Markets is a leading online broker providing clients multi-asset trading from one account.

logo - Scope Accounting (white)
Accountant

Scope Accounting

Scope Accounting provides accounting and business solutions in Queensland, Australia.

logo - Sharesies
Broker

Sharesies

Sharesies makes investing in New Zealand, US, and Australian stock exchanges accessible, with no minimum investment.

logo - Six Park (white)
Asset Managers and Robo-Advisor

Six Park

Six Park is an automated investment management service (“robo-advisor”) based in Australia.

logo - Small Caps
Research Provider

Small Caps

Small Caps is Australia's #1 site for market news & information on ASX listed small cap companies.

logo - Stake (white)
Broker

Stake

Stake is a desktop and mobile trading app that enables Australians to easily trade US stocks with $0 brokerage.

logo - Stockfox (white)
Research Provider

Stockfox

Stockfox is a virtual sharemarket advisory app that provides expert analysis, advice, and tips on shares and stocks.

logo - Stropro (white)
Asset Managers and Robo-Advisor

Stropro

Investment platform Stropro provides access to curated investment strategies from the world’s largest investment banks.

logo - UHY Haines Norton (white)
Accountant

UHY Haines Norton

UHY Haines Norton is an association of independent Accountancy firms in Australia & New Zealand.

logo - Westmere Accounting
Accountant

Westmere Accounting

Westmere Accounting provides small business accounting & taxation services in Queensland, Australia.

logo - xignite (white)
Data Provider

Xignite

Xignite is a leading provider of on-demand financial market data.