Company lists · Data refreshed September 2026
Top 25 AI investment advisory platforms based in Australia
RevenueBase identified 67 company matches for AI investment advisory platforms associated with Australia as of September 2026 and tracks 1,425 professional contacts across them, including 862 with verified work emails. Sydney is the largest hub.
This list covers company matches for AI investment advisory platforms 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 September 27, 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 25 largest AI investment advisory platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 750 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 68 contacts → | ||||
Exact match “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 68 contacts → | ||||
Exact match “Turning good advice into GREAT advice” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 65 contacts → | ||||
Exact match “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 27 contacts → | ||||
Exact match “Stockspot is Australia's first and largest digital investment adviser.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 27 contacts → | ||||
Exact match “Cognitivo is the UI of AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 23 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 18 contacts → | ||||
Exact match “At Wilfred Knight, we're leading the charge in AI-driven trading solutions through our state-of-the-art software.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Proudly part of an ASX listed Group, Equity Story is a premier Australian investment advisory firm dedicated to empowering individuals and institutions to achieve financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 12 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Fin-X is a global multi-asset full-service investment advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “At New Quantum, we are redefining the future of superannuation and financial advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Active personalisation is the new active investing.” Recorded in the RevenueBase company graph · Sep 27, 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 investment advisory platforms”. 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 25 of 67 AI investment advisory platforms based in Australia
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AI investment advisory platforms based in Australia at a glance
As of Sep 27, 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 67 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 investment advisory platforms” 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 862 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 September 27, 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.
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 investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI investment advisory platforms are there based in Australia?
RevenueBase identified 67 company matches for AI investment advisory platforms associated with Australia as of September 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?
Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI investment advisory platforms?
Sydney leads with 32 company records, followed by Melbourne (14) and Brisbane (2).
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 862 professional contacts with verified work emails tracked across these 67 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 September 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 67 AI investment advisory platforms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
AI investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
- AI investment advisory platforms based in Miami, United States
- AI investment advisory platforms based in New York, United States
- AI investment advisory platforms based in San Francisco, United States
- AI investment advisory platforms based in Brazil
- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
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 investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
Company intelligence · public preview
Top 25 AI investment advisory platforms 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 67 matching company records for AI investment advisory platforms based in Australia, with 1,425 tracked contacts and 862 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 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 25 AI investment advisory platforms 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 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Mason Stevensmasonstevens.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Padua Solutionspaduasolutions.comHQ: Haymarket, AustraliaReported employees: 51-200 | Haymarket, Australia | 51-200 | Exact match | 68 contacts → |
“Turning good advice into GREAT advice” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Centriccentricwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 65 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Stockspotstockspot.com.auHQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 27 contacts → |
“Stockspot is Australia's first and largest digital investment adviser.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Cognitivocognitivo.com.auHQ: Haymarket, AustraliaReported employees: 11-50 | Haymarket, Australia | 11-50 | Exact match | 27 contacts → |
“Cognitivo is the UI of AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Halo Technologies PTY LTDhalo-technologies.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 24 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  CACHEcacheinvest.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 23 contacts → |
“Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wilfred Knight PTY LTDwilfredknight.com.auHQ: Brighton, AustraliaReported employees: 11-50 | Brighton, Australia | 11-50 | Exact match | 18 contacts → |
“At Wilfred Knight, we're leading the charge in AI-driven trading solutions through our state-of-the-art software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Openinvestopeninvest.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 15 contacts → |
“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lumiantlumiant.ioHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Implemented Portfoliosevidentiagroup.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Equity Storyequitystory.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“Proudly part of an ASX listed Group, Equity Story is a premier Australian investment advisory firm dedicated to empowering individuals and institutions to achieve financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Sustainable Life Solutionsslife.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fin-X Capital Groupfin-xwealth.com HQ: Cremorne, AustraliaReported employees: 1-10 | Cremorne, Australia | 1-10 | Exact match | 9 contacts → |
“Fin-X is a global multi-asset full-service investment advisory firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pure Private Wealthpureprivatewealth.com.au HQ: Pottsville, AustraliaReported employees: 1-10 | Pottsville, Australia | 1-10 | Exact match | 9 contacts → |
“We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Newquantumnewquantum.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At New Quantum, we are redefining the future of superannuation and financial advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Kpi-Aikpi-ai.comHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Jaaimsjaaimsapp.comHQ: Surry Hills, AustraliaReported employees: 11-50 | Surry Hills, Australia | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Portfoliocloudportfoliocloud.comHQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  M3 Investment Groupm3group.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Platformplusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 51-200 | Maroochydore, Australia | 51-200 | Exact match | 4 contacts → |
“We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Paradinoparadino.aiHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Continuum Financial Planners PTY LTDcontinuumfp.com.auHQ: Upper Mount Gravatt, AustraliaReported employees: 1-10 | Upper Mount Gravatt, Australia | 1-10 | Exact match | 4 contacts → |
“Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Briefcasebriefcase.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Active personalisation is the new active investing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 67 company matches
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AI investment advisory platforms: dataset insights
September 27, 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
67 records in the displayed employee bands.
0 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 67 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for AI investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in Australia?
The saved snapshot records 67 matching company records, 1,425 tracked contacts and 862 verified emails. The public preview displays 25 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: September 27, 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 investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
- AI investment advisory platforms based in Miami, United States
- AI investment advisory platforms based in New York, United States
- AI investment advisory platforms based in San Francisco, United States
- AI investment advisory platforms based in Brazil
- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
Cite this list
RevenueBase Data Team. Top 25 AI investment advisory platforms based in Australia. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-investment-advisory-platforms/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 investment advisory platforms based in Bangalore, India
- AI investment advisory platforms based in Hyderabad, India
- AI investment advisory platforms based in Mumbai, India
- AI investment advisory platforms based in Pune, India
- AI investment advisory platforms based in Boston, United States
- AI investment advisory platforms based in Chicago, United States
Company intelligence · public preview
Top 25 AI investment advisory platforms based in Australia
RevenueBase records 67 matching company records for AI investment advisory platforms based in Australia, with 1,425 tracked contacts and 862 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 27, 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 25 AI investment advisory platforms 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 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“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 description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Mason Stevensmasonstevens.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Padua Solutionspaduasolutions.com HQ: Haymarket, AustraliaReported employees: 51-200 | Haymarket, Australia | 51-200 | Exact match | 68 contacts → |
“Turning good advice into GREAT advice” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Centriccentricwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 65 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Stockspotstockspot.com.au HQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 27 contacts → |
“Stockspot is Australia's first and largest digital investment adviser.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Cognitivocognitivo.com.au HQ: Haymarket, AustraliaReported employees: 11-50 | Haymarket, Australia | 11-50 | Exact match | 27 contacts → |
“Cognitivo is the UI of AI.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Halo Technologies PTY LTDhalo-technologies.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 24 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CACHEcacheinvest.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 23 contacts → |
“Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wilfred Knight PTY LTDwilfredknight.com.au HQ: Brighton, AustraliaReported employees: 11-50 | Brighton, Australia | 11-50 | Exact match | 18 contacts → |
“At Wilfred Knight, we're leading the charge in AI-driven trading solutions through our state-of-the-art software.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Openinvestopeninvest.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 15 contacts → |
“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lumiantlumiant.io HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Implemented Portfoliosevidentiagroup.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Equity Storyequitystory.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“Proudly part of an ASX listed Group, Equity Story is a premier Australian investment advisory firm dedicated to empowering individuals and institutions to achieve financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sustainable Life Solutionsslife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fin-X Capital Groupfin-xwealth.com HQ: Cremorne, AustraliaReported employees: 1-10 | Cremorne, Australia | 1-10 | Exact match | 9 contacts → |
“Fin-X is a global multi-asset full-service investment advisory firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Pure Private Wealthpureprivatewealth.com.au HQ: Pottsville, AustraliaReported employees: 1-10 | Pottsville, Australia | 1-10 | Exact match | 9 contacts → |
“We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Newquantumnewquantum.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At New Quantum, we are redefining the future of superannuation and financial advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Kpi-Aikpi-ai.com HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 7 contacts → |
“KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Jaaimsjaaimsapp.com HQ: Surry Hills, AustraliaReported employees: 11-50 | Surry Hills, Australia | 11-50 | Exact match | 7 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Portfoliocloudportfoliocloud.com HQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | M3 Investment Groupm3group.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Platformplusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 51-200 | Maroochydore, Australia | 51-200 | Exact match | 4 contacts → |
“We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Paradinoparadino.ai HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Continuum Financial Planners PTY LTDcontinuumfp.com.au HQ: Upper Mount Gravatt, AustraliaReported employees: 1-10 | Upper Mount Gravatt, Australia | 1-10 | Exact match | 4 contacts → |
“Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Briefcasebriefcase.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Active personalisation is the new active investing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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AI investment advisory platforms: dataset insights
September 27, 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
67 records in the displayed employee bands.
0 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 67 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: September 27, 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 ↗
Questions about this company list
What does Exact match mean for AI investment advisory platforms?
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 investment advisory platforms did RevenueBase find based in Australia?
The saved snapshot records 67 matching company records, 1,425 tracked contacts and 862 verified emails. The public preview displays 25 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: September 27, 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 investment advisory platforms by geography
- AI investment advisory platforms based in Bangalore, India
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- AI investment advisory platforms based in New York, United States
- AI investment advisory platforms based in San Francisco, United States
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- AI investment advisory platforms based in Canada
- AI investment advisory platforms based in France
Cite this list
RevenueBase Data Team. Top 25 AI investment advisory platforms based in Australia. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-investment-advisory-platforms/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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