
SCD Advisory is pleased to announce a transaction within the AI ecosystem!

Netwealth is an ASX-listed wealth management platform serving Australian financial advisers, licensees and their clients.
Paradino is a Australian AI advice automation platform, turning adviser meetings and client documents into file notes, paraplanning requests and advice documentation.
Netwealth engaged SCD to advise on the acquisition due to our experience in the technology and software sector. Paradino was identified as the right partner given the depth of strategic alignment, cultural fit, and the quality of its technology and team to support Netwealth’s long-term growth.
SCD advised Netwealth on deal structure and supported the company through negotiations and execution of the transaction. Our work focused on identifying the synergies available from bringing Paradino into the platform and how those were best reflected in the structure of the consideration.
On the role of SCD Advisory, Matt Heine (C) said:
SCD Advisory delivered strategic clarity and high‑quality guidance throughout Netwealth’s assessment of this strategic acquisition. Netwealth drew heavily on SCD Advisory’s sector knowledge, particularly their insight into the tech and AI services landscape.
Pierre Briand, Founder of SCD Advisory added:
This AI strategic deal gave SCD Advisory the opportunity to leverage our expertise and experience in the IT Services and Software space. This AI transaction is a strategic move from our client Netwealth and we wish them all the best! Adding clients, product functionalities, development capability and team support will have a significant impact on their platform and offering. Combining Netwealth with Paradino is a key AI milestone within the Wealth Management industry.
At SCD Advisory, we offer a range of services from deal preparation to transaction execution. Contact us at info@scdadvisory.com to find out more.



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