Matthew Esler

Padua Solutions, an innovation leader in financial advice technology and services has entered into a strategic investment and partnership with WealthX, an Australian fintech redefining digital connectivity between borrowers, brokers, and lenders.

Matthew Esler, co-founder and CEO of Padua Solutions, said through this partnership Padua and WealthX are collaborating to build the first true integration between financial planner and mortgage broker software – creating a unified customer data platform.

“This industry-first integration will reshape how planners and brokers collaborate, accelerate the advice process, and elevate client outcomes across the board,” Mr Esler said.

The move follows Padua’s recently oversubscribed $7 million capital raise – initially targeting $5 million and supported by funds managed by Acorn Capital as cornerstone investor – funds which are being used to drive strategic acquisitions and tech enhancements including digital automation and AI across Padua’s expanding advice ecosystem.

WealthX’s platform functionality includes:

• Leverages the CDR and the open banking framework: Accurately assesses client positions and tracks key drivers in real time, enabling personalised advice at scale and proactive client engagement
• Cashflow and personal finance management: Tracks client-level financial details like cashflow, property, and mortgage data
• Brokerage-in-a-box: A complete, digitally enabled platform for modern mortgage brokers
• Digital loan application: Streamlines loan submissions with intuitive end-to-end digital capabilities

The Padua and WealthX planned integration highlight include:

1. Reduced client data gathering – Both planners and brokers will benefit from less client data duplication
2. Accelerated advice cycle – Faster onboarding for brokers and time to advice for planners
3. Aligned service delivery – Planners and brokers will be operating off the same data
4. Expanded client tools – More comprehensive financial resources accessible through a seamless platform.

Mr Esler said: “This integration creates the foundation for the advice platform of tomorrow – one where advice – not a product – is at the centre, supported by unified data, seamless workflow, and intelligent automation.

“The ability to merge planning and broking into a single source of truth accelerates outcomes and fundamentally shifts how services are delivered. The overwhelming support in our capital raise speaks volumes: the market sees this vision and is responding with confidence.”

Clint Howen, co-founder of WealthX, said: “Planners and brokers already maintain tight referral relationships and many practices already include both services. This integration allows them to truly operate as one, with data flowing between systems, reducing handovers, speeding up decisions, and delivering a significantly enhanced client experience. It’s a game-changer that aligns perfectly with industry direction.”

Matthew Sheehan, investment director at Acorn Capital and director of Padua Solutions, added: “This partnership is emblematic of where the industry is headed – towards more connected, efficient, and advice-centric ecosystems. Integrating planning and broking at the system level changes the competitive landscape, and that is precisely why we continue backing Padua’s vision.”

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