The Fintech Index
75 companies rated 5 sectors 16 reports Last updated Oct 28, 2026
WLT / Wealth & brokerage platforms

Sharesies

Sharesies is a Wellington, New Zealand, investing app where people buy shares, ETFs, and funds in New Zealand, Australia, and the US from small amounts.

Established
2017
Company type
Private
Official site
sharesies.nz
Funding
~$17M Series D from existing shareholders and a placement, at a ~$428M valuation

Assessment

Sharesies is used by everyday investors in New Zealand and Australia, many of them starting with small amounts. It suits people who want to buy fractions of NZ, Australian, and US shares and ETFs, set up auto-invest, and hold managed funds and a KiwiSaver account in one app. It sits at the low end of the market on price for small orders, and its closest competitors are Hatch, Stake, Raiz Invest, and Lightyear.

Sharesies launched in 2017 and says it has more than 1 million investors and more than $6.8B in assets on the platform. It is an NZX accredited participant, and a related company issues the Sharesies KiwiSaver Scheme. A Series D of about $17M valued the company at about $428M.

It fits a beginner or regular investor in New Zealand or Australia who makes many small orders. It is a weaker fit for an active trader making large orders, or for a company or trust, which cannot use the monthly plans.

Rating by criterion

We score each of the eight criteria out of 100.

Sector criteria

Assets and account types76

Shares and ETFs on NZ, Australian, and US exchanges, managed funds with no transaction fee, KiwiSaver, and kids' accounts.

Client and adviser tools72

Auto-invest and fractional shares suit beginners, but research tools are light for active traders.

Integrations and data62

The app is built to be used on its own, so check export options if you track a portfolio in other tools.

Custody, clearing, and protection76

Sharesies Limited is an NZX accredited participant, and a related company issues its KiwiSaver Scheme.

Vendor criteria

Product depth and roadmap78

The app has grown from NZ shares to Australian and US markets, managed funds, and KiwiSaver.

Onboarding and support80

Sign-up is fully in the app, and many reviewers praise the low barrier to starting, though support complaints appear.

Pricing transparency86

Fees are published: 1.9% per order, capped at $5 for US orders, about $10.56 for Australian orders, and about $14.26 for NZ orders, or monthly plans from about $1.71.

Contract terms72

Plans can be cancelled with no fee, but companies and trusts cannot use them, and currency exchange fees are charged separately.

Against its peers

These are the other companies in wealth and brokerage platforms, with their ratings.

User comments

Brief quotes drawn from public reviews posted by users of Sharesies. Each one links to the review where it appeared. We omit sites where vendors pay to be featured or pay for a review, plus any review the site flags as incentivized.

  • Upside

    “As someone who trades a lot on both sharesies and Commsec, I think Sharesies is a great platform.”

    Investor / Trustpilot / July 2022

  • Downside

    “I cannot believe how little effort they put into keeping current customers content.”

    Investor / Trustpilot / August 2026

Fact file

Legal entitySharesies Limited, NZX accredited participant
InvestorsMore than 1 million in NZ and Australia
Assets on platformMore than $6.8B
Transaction fee1.9% per order, capped at $5 (US), about $10.56 (Australia), about $14.26 (NZ)
Monthly plansAbout $1.71, $3.99, or $8.56, covering about $285, $571, or $2,853 of orders

Source pages

  1. Sharesies pricing: https://www.sharesies.nz/pricing (As of October 28, 2026)
  2. Sharesies about: https://www.sharesies.nz/about (As of October 28, 2026)
  3. BusinessDesk, Sharesies capital raise: https://businessdesk.co.nz/article/markets/latest-capital-raise-values-sharesies-at-750m (As of October 28, 2026)
  4. RNZ, Brooke Roberts and Sharesies: https://www.rnz.co.nz/news/business/528163/democraticising-stocks-brooke-roberts-leads-an-investment-platform-valued-at-500-million (As of October 28, 2026)
  5. Sharesies reviews on Trustpilot: https://www.trustpilot.com/review/sharesies.nz (As of October 28, 2026)

Competitive landscape

Investing apps and brokers an investor in New Zealand or Australia would compare with Sharesies.

Reviewed scores out of 100
0 25 50 75 100 Sharesies 75 Interactive Brokers 83 Lightyear 80 Raiz Invest 77 Hatch Not reviewed Stake Not reviewed

Sharesies: 75

Comparisons

Key leadership

Brooke Roberts co-founded Sharesies and leads it with Leighton Roberts and Sonya Williams, who share the title Co-founder, Director, and 3EO. Jon Macdonald is chair.

How this review was created

This profile gives our own assessment of Sharesies to companies selecting a Wealth & brokerage platforms provider. The Fintech Index receives nothing for featuring a firm, for sponsorship, or for advertising, and Sharesies gave us no payment for the profile.

The rating equals the average of eight criteria, with every criterion running from 0 to 100. Four address buyer needs in this sector, and four address the company together with its commercial terms.

Ratings are our editorial judgment, made from public information: pricing and legal pages, product documentation, compliance disclosures, public reviews and filings. Fact-checking took place on October 28, 2026. Figures reported in New Zealand and Australian dollars were converted to US dollars at the Federal Reserve H.10 rates of $0.5705 per New Zealand dollar and $0.7037 per Australian dollar on October 23, 2026.