Company lists · Data refreshed October 2026

Top 24 Agentic platform software companies for financial services based in Australia

RevenueBase identified 103 company matches for agentic platform software companies for financial services associated with Australia as of October 2026 and tracks 5,918 professional contacts across them, including 3,014 with verified work emails. Sydney is the largest hub.

This list covers company matches for agentic platform software companies for financial services associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Oct 19, 2026 How this list was built
103Companies
5,918Contacts tracked
3,014Verified emails
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The 24 largest agentic platform software companies for financial services based in Australia

Ranked by team size
Top 24 of 103 company matches for agentic platform software companies for financial services based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Oct 19, 20261,001-5,000980 contacts →

Exact match

“Bravura is the leading technology-only provider to the global funds and wealth industries.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Oct 19, 2026501-1,000841 contacts →

Exact match

“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Oct 19, 2026201-500568 contacts →

Exact match

“GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Oct 19, 2026201-500357 contacts →

Exact match

“Novigi is the data and technology partner to the financial services industry.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Oct 19, 2026201-500201 contacts →

Exact match

“We are Cloudwerx, a proudly independent professional services company where Data, Analytics and Agentic AI come together.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
6Exact matchMalvern East, AustraliaHQ recorded Oct 19, 202651-200191 contacts →

Exact match

“Ultradata Australia, an Australian-owned leader in financial services technology solutions, has been a trusted name in the banking, mutual funds, and financial services industry…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
7Exact matchMaroochydore, AustraliaHQ recorded Oct 19, 2026201-500122 contacts →

Exact match

“Infocus is in the business, of the business of financial advice.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
8Exact matchArundel, AustraliaHQ recorded Oct 19, 202651-20097 contacts →

Exact match

“We are the largest privately-owned finance brokerage and aggregation business in Australia.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Oct 19, 202651-20095 contacts →

Exact match

“Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
10Exact matchHaymarket, AustraliaHQ recorded Oct 19, 202651-20072 contacts →

Exact match

“Turning good advice into GREAT advice”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
11Exact matchSurry Hills, AustraliaHQ recorded Oct 19, 202651-20069 contacts →

Exact match

“Adaca helps financial services firms modernise platforms, manage security, and adopt AI.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Oct 19, 202651-20068 contacts →

Exact match

“Equix Technologies is a leading provider of sell-side and buy-side technology solutions, empowering financial institutions with cutting-edge software for trading, risk management…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Oct 19, 202651-20056 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Oct 19, 202651-20049 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Oct 19, 202651-20033 contacts →

Exact match

“RoZetta Technology believes in empowering every individual and every AI agent in an organization with institutional data knowledge, so they can govern, discover, and maximize the…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-5029 contacts →

Exact match

“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
17Exact matchGeelong Cbd, AustraliaHQ recorded Oct 19, 202611-5025 contacts →

Exact match

“Interfi Systems PTY LTD is a company based out of Australia.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
18Exact matchAdelaide, AustraliaHQ recorded Oct 19, 202611-5022 contacts →

Exact match

“For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-5022 contacts →

Exact match

“Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Oct 19, 202651-20020 contacts →

Exact match

“HALO Technologies is the advisor platform for modern digital wealth management.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
21Exact matchTaringa, AustraliaHQ recorded Oct 19, 202611-5019 contacts →

Exact match

“Conscierra is a business platform company.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-5015 contacts →

Exact match

“Connexian is a software platform not a custody platform that opens opportunities for fund managers to help them grow FUM by reaching more investors and onboard them faster and…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-1015 contacts →

Exact match

“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Oct 19, 202611-5013 contacts →

Exact match

“At GXE, our mission is to build the all-in-one platform for unlisted assets and funds management.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase

Showing 24 of 103 agentic platform software companies for financial services based in Australia

See the full list, filter by size, metro and specialty, and access 3,014 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Agentic platform software companies for financial services based in Australia at a glance

As of Oct 19, 2026
50.9%Verified-email coverage
57.5Average contacts per company
11-50Median size (employees)
36.9%Largest-city concentration · Sydney
Oct 19, 2026Page data refreshed

Companies by employee count

1-10
38
11-50
36
51-200
20
201-500
4
501-1,000
1
1,001-5,000
3

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 103 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Australia whose business descriptions match “agentic platform software companies for financial services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 3,014 professional contacts with verified work emails across the full matched dataset. 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 October 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Agentic platform software companies for financial services by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “agentic platform software companies for financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many agentic platform software companies for financial services are there based in Australia?

RevenueBase identified 103 company matches for agentic platform software companies for financial services associated with Australia as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Bravura Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most agentic platform software companies for financial services?

Sydney leads with 38 company records, followed by Melbourne (21) and North Sydney (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,014 professional contacts with verified work emails tracked across these 103 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 19, 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 SmartSearch, 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.