Company lists · Data refreshed November 2026
Top 24 AI financial advisory services based in Australia
RevenueBase identified 737 company matches for AI financial advisory services associated with Australia as of November 2026 and tracks 5,658 professional contacts across them, including 2,760 with verified work emails. Sydney is the largest hub.
This list covers company matches for AI financial advisory 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 November 6, 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.
The 24 largest AI financial advisory services based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 309 contacts → | ||||
Exact match “Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 122 contacts → | ||||
Exact match “YML Group is an integrated financial services business built on several specialised divisions that can be accessed individually or as a collaborative service to satisfy any of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 111 contacts → | ||||
Exact match “Maclean Financial Services is a nationally operating, multi-division financial services group providing integrated finance, insurance, and advisory solutions to Australian…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 103 contacts → | ||||
Exact match “We are pleased to announce that Patersons have now joined the Canaccord Genuity group, and will be known as Canaccord Genuity Patersons going forward.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 102 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 89 contacts → | ||||
Exact match “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 75 contacts → | ||||
Exact match “Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 68 contacts → | ||||
Exact match “Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 66 contacts → | ||||
Exact match “For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 66 contacts → | ||||
Exact match “AGS Financial Group is an integrated advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 64 contacts → | ||||
Exact match “Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 62 contacts → | ||||
Exact match “For 25 years, StatePlus has helped everyday Australians take control of their money.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 58 contacts → | ||||
Exact match “At our core, we believe in helping family-owned businesses build financial resilience across generations through planning and advice services tailored for every stage of your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 58 contacts → | ||||
Exact match “Financial Advisers Australia have accredited, independent consultants providing viable options for not just the wealthy, but for everyone.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 57 contacts → | ||||
Exact match “Building Australia's most trusted wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 51 contacts → | ||||
Exact match “Onefocus can oversee all aspects of your nancial aairs - from insurance, tax and accounting to SMSFs, loans and investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 48 contacts → | ||||
Exact match “Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 45 contacts → | ||||
Exact match “At Fortuna, we provide comprehensive financial services to Australian businesses and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 44 contacts → | ||||
Exact match “WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 43 contacts → | ||||
Exact match “Securinvest is a full service financial services group comprising three specialist areas – financial advice, business advisory & taxation and mortgage broking.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 41 contacts → | ||||
Exact match “For over 30 years My Fortress Townsville has been providing expert financial advice to people around Australia and has grown into one of Australia’s leading practices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 41 contacts → | ||||
Exact match “Finsec Partners is an Adelaide-based boutique financial advisory and wealth management firm with a history spanning more than 30 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 39 contacts → | ||||
Exact match “TAG is a privately owned and operated financial services business, established in 1997.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 38 contacts → | ||||
Exact match “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “AI financial advisory services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 737 AI financial advisory services based in Australia
See the full list, filter by size, metro and specialty, and access 2,760 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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AI financial advisory services based in Australia at a glance
As of Nov 6, 2026Companies by employee count
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 737 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 “AI financial advisory 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 2,760 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 November 6, 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.
AI financial advisory 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 “AI financial advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI financial advisory services are there based in Australia?
RevenueBase identified 737 company matches for AI financial advisory services associated with Australia as of November 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?
Shadforth Financial Group LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI financial advisory services?
Sydney leads with 119 company records, followed by Melbourne (81) and Brisbane (21).
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 2,760 professional contacts with verified work emails tracked across these 737 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 737 AI financial advisory services based in Australia. Start with a free account, no credit card.
Download this list →Related lists
AI financial advisory services by geography
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
- AI financial advisory services based in Paris, France
- AI financial advisory services based in Hong Kong, Hong Kong
- AI financial advisory services based in Ahmedabad, India
- AI financial advisory services based in Bangalore, India
- AI financial advisory services based in Chennai, India
- AI financial advisory services based in Delhi, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
Company intelligence · public preview
Top 24 AI financial advisory services based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 737 matching company records for AI financial advisory services based in Australia, with 5,658 tracked contacts and 2,760 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 AI financial advisory services based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Shadforth Financial Group LTDsfg.com.auHQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 309 contacts → |
“Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  YML Groupymlgroup.com.auHQ: Bondi Junction, AustraliaReported employees: 51-200 | Bondi Junction, Australia | 51-200 | Exact match | 122 contacts → |
“YML Group is an integrated financial services business built on several specialised divisions that can be accessed individually or as a collaborative service to satisfy any of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Maclean Financial Servicesmacleanfinancial.com.auHQ: Mascot, AustraliaReported employees: 51-200 | Mascot, Australia | 51-200 | Exact match | 111 contacts → |
“Maclean Financial Services is a nationally operating, multi-division financial services group providing integrated finance, insurance, and advisory solutions to Australian…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Patersons Securities Limitedpsl.com.auHQ: Perth, AustraliaReported employees: 201-500 | Perth, Australia | 201-500 | Exact match | 103 contacts → |
“We are pleased to announce that Patersons have now joined the Canaccord Genuity group, and will be known as Canaccord Genuity Patersons going forward.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Empower Wealthempowerwealth.com.auHQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 89 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Beforepay Groupbeforepaygroup.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 75 contacts → |
“Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  APT Wealth Partnersaptwealth.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Forsythsforsyths.com.auHQ: Tamworth, AustraliaReported employees: 51-200 | Tamworth, Australia | 51-200 | Exact match | 66 contacts → |
“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  AGS Financial Groupagsfinancialgroup.com.auHQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 66 contacts → |
“AGS Financial Group is an integrated advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Northeast Wealthnortheastwealth.com.auHQ: Chadstone, AustraliaReported employees: Not recorded | Chadstone, Australia | Not recorded | Exact match | 64 contacts → |
“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Stateplusstateplus.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 62 contacts → |
“For 25 years, StatePlus has helped everyday Australians take control of their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Adrians Groupadriansgroup.com.auHQ: Bowen Hills, AustraliaReported employees: 51-200 | Bowen Hills, Australia | 51-200 | Exact match | 58 contacts → |
“At our core, we believe in helping family-owned businesses build financial resilience across generations through planning and advice services tailored for every stage of your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  FAA Groupfaa.net.auHQ: Maroochydore, AustraliaReported employees: 51-200 | Maroochydore, Australia | 51-200 | Exact match | 58 contacts → |
“Financial Advisers Australia have accredited, independent consultants providing viable options for not just the wealthy, but for everyone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Direct Wealthdirectwealth.com.auHQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 57 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Onefocusonefocus.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 51 contacts → |
“Onefocus can oversee all aspects of your nancial aairs - from insurance, tax and accounting to SMSFs, loans and investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Wealth Architectswealtharchitects.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 48 contacts → |
“Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Fortuna Advisory Groupfortunaadvisors.com.auHQ: West Perth, AustraliaReported employees: 51-200 | West Perth, Australia | 51-200 | Exact match | 45 contacts → |
“At Fortuna, we provide comprehensive financial services to Australian businesses and individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  WT Financial Group ASX WTLwtfglimited.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 44 contacts → |
“WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Securinvest Financial Groupsifs.com.auHQ: Scoresby, AustraliaReported employees: 11-50 | Scoresby, Australia | 11-50 | Exact match | 43 contacts → |
“Securinvest is a full service financial services group comprising three specialist areas – financial advice, business advisory & taxation and mortgage broking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  MY Fortress Townsvillemyfortress.com.auHQ: Hermit Park, AustraliaReported employees: 11-50 | Hermit Park, Australia | 11-50 | Exact match | 41 contacts → |
“For over 30 years My Fortress Townsville has been providing expert financial advice to people around Australia and has grown into one of Australia’s leading practices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Finsec Partners PTY LTDfinsecpartners.com.auHQ: Wayville, AustraliaReported employees: 11-50 | Wayville, Australia | 11-50 | Exact match | 41 contacts → |
“Finsec Partners is an Adelaide-based boutique financial advisory and wealth management firm with a history spanning more than 30 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  TAG Financial Services P Ltagfinancial.com.auHQ: Malvern, AustraliaReported employees: 11-50 | Malvern, Australia | 11-50 | Exact match | 39 contacts → |
“TAG is a privately owned and operated financial services business, established in 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Esencia Wealthesenciawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 737 company matches
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AI financial advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
728 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 737 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial advisory services by metro
Questions about this company list
What does Exact match mean for AI financial advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial advisory services did RevenueBase find based in Australia?
The saved snapshot records 737 matching company records, 5,658 tracked contacts and 2,760 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI financial advisory services by geography
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
- AI financial advisory services based in Paris, France
- AI financial advisory services based in Hong Kong, Hong Kong
- AI financial advisory services based in Ahmedabad, India
- AI financial advisory services based in Bangalore, India
- AI financial advisory services based in Chennai, India
- AI financial advisory services based in Delhi, India
Cite this list
RevenueBase Data Team. Top 24 AI financial advisory services based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/ai-financial-advisory-services/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
Company intelligence · public preview
Top 24 AI financial advisory services based in Australia
RevenueBase records 737 matching company records for AI financial advisory services based in Australia, with 5,658 tracked contacts and 2,760 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 AI financial advisory services based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Shadforth Financial Group LTDsfg.com.au HQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 309 contacts → |
“Shadforth is a highly awarded wealth management and advisory firm specialising in the provision of implemented advice, and service to private clients and organisations throughout…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | YML Groupymlgroup.com.au HQ: Bondi Junction, AustraliaReported employees: 51-200 | Bondi Junction, Australia | 51-200 | Exact match | 122 contacts → |
“YML Group is an integrated financial services business built on several specialised divisions that can be accessed individually or as a collaborative service to satisfy any of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Maclean Financial Servicesmacleanfinancial.com.au HQ: Mascot, AustraliaReported employees: 51-200 | Mascot, Australia | 51-200 | Exact match | 111 contacts → |
“Maclean Financial Services is a nationally operating, multi-division financial services group providing integrated finance, insurance, and advisory solutions to Australian…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Patersons Securities Limitedpsl.com.au HQ: Perth, AustraliaReported employees: 201-500 | Perth, Australia | 201-500 | Exact match | 103 contacts → |
“We are pleased to announce that Patersons have now joined the Canaccord Genuity group, and will be known as Canaccord Genuity Patersons going forward.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 102 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Empower Wealthempowerwealth.com.au HQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 89 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Beforepay Groupbeforepaygroup.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 75 contacts → |
“Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | APT Wealth Partnersaptwealth.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Forsythsforsyths.com.au HQ: Tamworth, AustraliaReported employees: 51-200 | Tamworth, Australia | 51-200 | Exact match | 66 contacts → |
“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | AGS Financial Groupagsfinancialgroup.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 66 contacts → |
“AGS Financial Group is an integrated advisory firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Northeast Wealthnortheastwealth.com.au HQ: Chadstone, AustraliaReported employees: Not recorded | Chadstone, Australia | Not recorded | Exact match | 64 contacts → |
“Northeast Wealth is an award-winning financial advice firm that’s helping create a new era in advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Stateplusstateplus.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 62 contacts → |
“For 25 years, StatePlus has helped everyday Australians take control of their money.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Adrians Groupadriansgroup.com.au HQ: Bowen Hills, AustraliaReported employees: 51-200 | Bowen Hills, Australia | 51-200 | Exact match | 58 contacts → |
“At our core, we believe in helping family-owned businesses build financial resilience across generations through planning and advice services tailored for every stage of your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | FAA Groupfaa.net.au HQ: Maroochydore, AustraliaReported employees: 51-200 | Maroochydore, Australia | 51-200 | Exact match | 58 contacts → |
“Financial Advisers Australia have accredited, independent consultants providing viable options for not just the wealthy, but for everyone.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Direct Wealthdirectwealth.com.au HQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 57 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Onefocusonefocus.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 51 contacts → |
“Onefocus can oversee all aspects of your nancial aairs - from insurance, tax and accounting to SMSFs, loans and investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Wealth Architectswealtharchitects.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 48 contacts → |
“Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fortuna Advisory Groupfortunaadvisors.com.au HQ: West Perth, AustraliaReported employees: 51-200 | West Perth, Australia | 51-200 | Exact match | 45 contacts → |
“At Fortuna, we provide comprehensive financial services to Australian businesses and individuals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WT Financial Group ASX WTLwtfglimited.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 44 contacts → |
“WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Securinvest Financial Groupsifs.com.au HQ: Scoresby, AustraliaReported employees: 11-50 | Scoresby, Australia | 11-50 | Exact match | 43 contacts → |
“Securinvest is a full service financial services group comprising three specialist areas – financial advice, business advisory & taxation and mortgage broking.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | MY Fortress Townsvillemyfortress.com.au HQ: Hermit Park, AustraliaReported employees: 11-50 | Hermit Park, Australia | 11-50 | Exact match | 41 contacts → |
“For over 30 years My Fortress Townsville has been providing expert financial advice to people around Australia and has grown into one of Australia’s leading practices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Finsec Partners PTY LTDfinsecpartners.com.au HQ: Wayville, AustraliaReported employees: 11-50 | Wayville, Australia | 11-50 | Exact match | 41 contacts → |
“Finsec Partners is an Adelaide-based boutique financial advisory and wealth management firm with a history spanning more than 30 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | TAG Financial Services P Ltagfinancial.com.au HQ: Malvern, AustraliaReported employees: 11-50 | Malvern, Australia | 11-50 | Exact match | 39 contacts → |
“TAG is a privately owned and operated financial services business, established in 1997.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Esencia Wealthesenciawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 38 contacts → |
“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 737 company matches
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AI financial advisory services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
728 records in the displayed employee bands.
9 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 737 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
AI financial advisory services by metro
Questions about this company list
What does Exact match mean for AI financial advisory services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many AI financial advisory services did RevenueBase find based in Australia?
The saved snapshot records 737 matching company records, 5,658 tracked contacts and 2,760 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
AI financial advisory services by geography
- AI financial advisory services based in Buenos Aires, Argentina
- AI financial advisory services based in Melbourne, Australia
- AI financial advisory services based in Sydney, Australia
- AI financial advisory services based in Sao Paulo, Brazil
- AI financial advisory services based in Montreal, Canada
- AI financial advisory services based in Toronto, Canada
- AI financial advisory services based in Paris, France
- AI financial advisory services based in Hong Kong, Hong Kong
- AI financial advisory services based in Ahmedabad, India
- AI financial advisory services based in Bangalore, India
- AI financial advisory services based in Chennai, India
- AI financial advisory services based in Delhi, India
Cite this list
RevenueBase Data Team. Top 24 AI financial advisory services based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/ai-financial-advisory-services/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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