Company lists · Data refreshed September 2026

Top 22 Accounting software companies for wealth management firms based in Australia

RevenueBase identified 35 accounting software companies for wealth management firms headquartered in Australia as of September 2026 and tracks 544 professional contacts across them, including 256 with verified work emails. Sydney is the largest hub.

This list covers accounting software companies for wealth management firms headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
35Companies
544Contacts tracked
256Verified emails
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The 22 largest accounting software companies for wealth management firms based in Australia

Ranked by team size
Top 22 of 35 accounting software companies for wealth management firms based in Australia, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting software companies for wealth management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceSydney, AustraliaHQ checked Sep 27, 202651-200147 contacts →

Strong evidence

“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…”

Source: RevenueBase Database · checked Sep 27, 2026
2Partial evidenceHamilton, AustraliaHQ checked Sep 27, 202611-5053 contacts →

Partial evidence

“Our vision is to create wealth* for all business owners.”

Source: RevenueBase Database · checked Sep 27, 2026
3Partial evidenceSydney, AustraliaHQ checked Sep 27, 202651-20048 contacts →

Partial evidence

“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.”

Source: RevenueBase Database · checked Sep 27, 2026
4Partial evidenceHawthorn, AustraliaHQ checked Sep 27, 202611-5043 contacts →

Partial evidence

“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.”

Source: RevenueBase Database · checked Sep 27, 2026
5Indirect evidenceJolimont, AustraliaHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

“Success means something different for everyone.”

Source: RevenueBase Database · checked Sep 27, 2026
6Partial evidenceHawthorn, AustraliaHQ checked Sep 27, 202611-5017 contacts →

Partial evidence

“Accounting Firm”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceMelbourne, AustraliaHQ checked Sep 27, 202611-5014 contacts →

Strong evidence

“Cygnet Group maintains an ongoing commitment to individuals and growing businesses, building strong, secure financial futures, and optimising our clients’ accounting and wealth…”

Source: RevenueBase Database · checked Sep 27, 2026
8Partial evidenceSurry Hills, AustraliaHQ checked Sep 27, 202611-5013 contacts →

Partial evidence

“Cornerman delivers bespoke and strategic financial management advice.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceBrisbane City, AustraliaHQ checked Sep 27, 202611-5012 contacts →

Partial evidence

“Finally, an accounting firm that ‘gets it’!”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceSydney, AustraliaHQ checked Sep 27, 202611-5012 contacts →

Indirect evidence

“Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…”

Source: RevenueBase Database · checked Sep 27, 2026
11Strong evidenceNowra, AustraliaHQ checked Sep 27, 20261-1010 contacts →

Strong evidence

“We are a wealth management company located on the soath coast of New South Wales.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceCarlton North, AustraliaHQ checked Sep 27, 20261-109 contacts →

Partial evidence

“Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…”

Source: RevenueBase Database · checked Sep 27, 2026
13Strong evidenceQueenscliff, AustraliaHQ checked Sep 27, 202611-509 contacts →

Strong evidence

“Your Corner 360 is a comprehensive and integrated investment & finance practice that includes wealth management, tax, accounting, legal, and mortgage services.”

Source: RevenueBase Database · checked Sep 27, 2026
14Strong evidenceBrisbane, AustraliaHQ checked Sep 27, 20261-107 contacts →

Strong evidence

“EGU offers wealth management, business advisory, and accounting and taxation services to business owners and individuals across Australia.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidenceShepparton, AustraliaHQ checked Sep 27, 202611-503 contacts →

Partial evidence

“Choice Group is a boutique accounting firm based in Shepparton, Victoria and servicing business clients within the wider Victorian community, Melbourne and interstate.”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“The most advanced broker & client PFM in the market with industry leading features.”

Source: RevenueBase Database · checked Sep 27, 2026
17Strong evidenceNew Farm, AustraliaHQ checked Sep 27, 20261-102 contacts →

Strong evidence

“Established in 1984, Davis Accounting & Wealth Management has grown to serve a select group of high net worth individuals and family groups.”

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidencePyrmont, AustraliaHQ checked Sep 27, 20261-102 contacts →

Strong evidence

“Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceNorth Sydney, AustraliaHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“Private Reporting is an investment reporting platform for wealth managers.”

Source: RevenueBase Database · checked Sep 27, 2026
20Indirect evidenceWollongong, AustraliaHQ checked Sep 27, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026
21Partial evidenceGold Coast, AustraliaHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Wealth Accountant helping small to medium sized businesses on the Gold Coast for over 20 years.”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceMount Waverley, AustraliaHQ checked Sep 27, 2026n/a1 contacts →

Partial evidence

“Smart Business Accountants and Wealth Advisors is a company based out of Unit 1/40 Darbyshire Rd, Mount Waverley, Victoria, Australia.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 22 of 35 accounting software companies for wealth management firms based in Australia

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Accounting software companies for wealth management firms based in Australia at a glance

As of Sep 27, 2026
47.1%Verified-email coverage
15.5Average contacts per company
11-50Median size (employees)
20.0%Largest-city concentration · Sydney
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
14
11-50
15
51-200
5

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 35 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting software companies for wealth management firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Australia whose own description of what they do matches “accounting software companies for wealth management firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting software companies for wealth management firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among accounting software companies for wealth management firms, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 256 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting software companies for wealth management firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many accounting software companies for wealth management firms are there based in Australia?

RevenueBase identified 35 accounting software companies for wealth management firms headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

COUNT, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most accounting software companies for wealth management firms?

Sydney leads with 7 headquartered companies, followed by Brisbane City (2) and Hawthorn (2).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 256 verified decision-maker contacts tracked across these 35 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.