Rollit Wealth

The digital financial services platform for working Australians. Self-directed financial decisions, executed by experts.

  • Stage $500K in TTM Revenue
  • Industry Financial Services
  • Location Melbourne VIC, Australia
  • Currency AUD
  • Founded September 2016
  • Employees 5
  • Incorporation Type LLC
  • Website rollitwealth.com

Company Summary

Rollit is an award-winning digital financial services platform that builds wealthy lives. A wealth creation ‘silver bullet’ delivering data, insights and comparisons to enable self-directed financial decision-making. When it’s time to make a change, our integrated digital experts take care of the complex and time-consuming tasks.

Revenue includes SaaS and partner referrals, with $3m in won deals and a qualified pipeline of $20m.

Team

  • Before founding Rollit, Mark held product, general management and business development roles at Computershare. He has designed and commercialised multiple e-commerce and digital solutions, including a super payment solution with the NAB. His last role was as Account Director for the NAB Group, UniSuper, Mercer, Bendigo Bank and AustralianSuper. Mark has an MBA from Melbourne Business School and a Diploma Financial Planning (RG146).

  • Prior to joining Rollit, Jacinta worked in transactional banking product and client management roles and was pivotal in ensuring industry alignment and frictionless experiences for funds implementing SuperStream.
    Prior to transactional banking, she worked for prominent investment banks including Merrill Lynch, Goldman-Sachs JB Were, Boston Consulting, Challenger and Prudential-Bache.

  • COO

    Kate Goss has enjoyed a global career specialising in technology commercialisation of start-up, in addition to international organisations including Barclays Global Investors, Blackrock, QANTAS and Prudential-Bache. With over 25 years experience, Kate is the link between business opportunity and technology.

  • Warren is a visionary software developer and technology entrepreneur. An e-commerce pioneer, Warren was a founder of Sausage Software. More recent roles have included CTO of Winspec, Director of virtual reality sales and job workflow tracking platform, Spekit and founder of Sugar Coding.

  • Bob Watts
    CIO

    Bob is an experienced leader and tech change agent. He has held delivery lead roles at Realestate.com (REA) and Zero Latency. Prior to delivery management roles, he was technical director at CHE Proximity and managing director of digital agency, The Studio Dreams.

Advisors

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