Company lists · Data refreshed September 2026

Top 25 Ai-driven portfolio management companies based in Australia

Name: Ai-driven portfolio management companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 78 companies tracked

RevenueBase identified 78 ai-driven portfolio management companies headquartered in Australia as of September 2026 and tracks 372 professional contacts across them, including 141 with verified work emails. Sydney is the largest hub.

This list covers ai-driven portfolio management companies 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 19, 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 19, 2026 86% judged on-target in blind review

78Companies

372Contacts tracked

141Verified emails

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The 25 largest ai-driven portfolio management companies based in Australia

Ranked by team size

Top 25 of 78 ai-driven portfolio management companies based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to ai-driven portfolio management companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Caruso	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	30 contacts →
	Partial evidence “AI-native fund administration services and software-trusted by 900+ real estate, private credit and private equity funds to raise capital faster, automate operations, reduce risk…” Source: RevenueBase Database · checked Sep 19, 2026
2	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 19, 2026
3	Cognitivo	Partial evidence	Haymarket, AustraliaHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial evidence “Cognitivo is the UI of AI.” Source: RevenueBase Database · checked Sep 19, 2026
4	Wilfred Knight PTY LTD	Strong evidence	Brighton, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Strong evidence “At Wilfred Knight, we're leading the charge in AI-driven trading solutions through our state-of-the-art software.” Source: RevenueBase Database · checked Sep 19, 2026
5	Human Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Source: RevenueBase Database · checked Sep 19, 2026
6	Openinvest	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 19, 2026
7	Alpha Vista Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Alpha Vista is an investment manager applying rigorous scientific research and quantitative analysis to global capital markets.” Source: RevenueBase Database · checked Sep 19, 2026
8	AE Capital	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “AE Capital is a dedicated team passionate about applying advanced data science, machine learning and software engineering to create systematic strategies that seek to deliver…” Source: RevenueBase Database · checked Sep 19, 2026
9	York ST Capital	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “York St Capital is an Australian investment firm providing access to alternative investment strategies for wholesale and sophisticated investors.” Source: RevenueBase Database · checked Sep 19, 2026
10	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 19, 2026
11	Peak Asset Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Strong evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 19, 2026
12	Kpi-Ai	Strong evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Source: RevenueBase Database · checked Sep 19, 2026
13	Jaaims	Partial evidence	Surry Hills, AustraliaHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Source: RevenueBase Database · checked Sep 19, 2026
14	Emit Capital Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Emit Capital Asset Management is a global investment manager focused on delivering idiosyncratic, risk-adjusted returns through disciplined stock selection and exceptional risk…” Source: RevenueBase Database · checked Sep 19, 2026
15	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 19, 2026
16	M3 Investment Group	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Source: RevenueBase Database · checked Sep 19, 2026
17	Anelen Amplify	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Faster.” Source: RevenueBase Database · checked Sep 19, 2026
18	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 19, 2026
19	Arktec Quant	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Since 2019, Arktec Quant has been building toward Agentic Fabric, a governed, low-latency multi-agent infrastructure platform for building, deploying, and scaling autonomous AI…” Source: RevenueBase Database · checked Sep 19, 2026
20	Isotta Prime	Indirect evidence	Adelaide, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Isotta Prime is the Investment Manager of the Isotta Prime Global Artificial Intelligence Fund.” Source: RevenueBase Database · checked Sep 19, 2026
21	Project 10x	Partial evidence	Perth, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “At PROJECT 10X PTY LTD, we’re redefining investment management with a focus on cryptocurrency and tech.” Source: RevenueBase Database · checked Sep 19, 2026
22	Noizinvest	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Introducing NoizInvest, a proprietary algorithm that automates your Crypto portfolio management.” Source: RevenueBase Database · checked Sep 19, 2026
23	Anahit	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Strong evidence “Driven by a mission to democratize investment insights for all, we developed Anahit, an AI investment analytics platform that uses a proprietary algorithm to identify market…” Source: RevenueBase Database · checked Sep 19, 2026
24	Minotaur Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Strong evidence “Minotaur Capital has taken a technology-driven, AI-led approach leading to a differentiated global equities fund chosen by tech-savvy, entrepreneurial investors.” Source: RevenueBase Database · checked Sep 19, 2026
25	SIX Park	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At Six Park, our vision is to give you Australia’s best investment management without the high costs.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: ai-driven portfolio management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names ai-driven portfolio management companies.
Partial evidence: Its own public description names part of ai-driven portfolio management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name ai-driven portfolio management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 78 ai-driven portfolio management companies based in Australia

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Ai-driven portfolio management companies based in Australia at a glance

As of Sep 19, 2026

37.9%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

42.3%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 78 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 ai-driven portfolio management companies, 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 “ai-driven portfolio management companies”. 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 ai-driven portfolio management companies), 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 ai-driven portfolio management companies, 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, 141 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 19, 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.

Ai-driven portfolio management companies by metro

Ai-driven portfolio management companies in Sydney33

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 ai-driven portfolio management companies, 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 ai-driven portfolio management companies are there based in Australia?

RevenueBase identified 78 ai-driven portfolio management companies 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?

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

Which city has the most ai-driven portfolio management companies?

Sydney leads with 33 headquartered companies, followed by Melbourne (15) and Brisbane (3).

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 141 verified decision-maker contacts tracked across these 78 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 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 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.