Company lists · Data refreshed September 2026
Top 25 AI wealth management platforms based in Australia
RevenueBase identified 317 company matches for AI wealth management platforms associated with Australia as of September 2026 and tracks 7,439 professional contacts across them, including 3,346 with verified work emails. Sydney is the largest hub.
This list covers company matches for AI wealth management 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 wealth management platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,993 contacts → | ||||
Exact match “BT is the wealth management brand of the Westpac Group, helping Australians from all backgrounds manage, grow and protect their money.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 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 | |||||
| 3 | 644 contacts → | ||||
Exact match “Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 556 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 336 contacts → | ||||
Exact match “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 295 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 175 contacts → | ||||
Exact match “Stake is an investing platform that breaks barriers between ambition and financial progress.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 124 contacts → | ||||
Exact match “Helping you to navigate life's financial decisions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 119 contacts → | ||||
Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 81 contacts → | ||||
Exact match “Superhero is an award-winning Australian superannuation and share trading platform built for the new generation of investors.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 68 contacts → | ||||
Exact match “Turning good advice into GREAT advice” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 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 | |||||
| 14 | 61 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 48 contacts → | ||||
Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 43 contacts → | ||||
Exact match “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 43 contacts → | ||||
Exact match “VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 43 contacts → | ||||
Exact match “Sequoia Financial Group Limited (ASX: SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 38 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 · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 37 contacts → | ||||
Exact match “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 33 contacts → | ||||
Exact match “SA Wealth Group is a boutique private advice and finance broking firm dedicated to helping professionals, business owners, and families build, manage, and protect their wealth at…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 32 contacts → | ||||
Exact match “At Varria we believe that when people understand the characteristics that define wealth – real wealth – they can see the path to personal happiness with wealth.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 27 contacts → | ||||
Exact match “Cognitivo is the UI of AI.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 25 contacts → | ||||
Exact match “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded in the RevenueBase company graph · 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 wealth management 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 317 AI wealth management platforms based in Australia
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AI wealth management 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 317 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 wealth management 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 3,346 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 wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many AI wealth management platforms are there based in Australia?
RevenueBase identified 317 company matches for AI wealth management 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?
BT tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most AI wealth management platforms?
Sydney leads with 100 company records, followed by Melbourne (56) and Brisbane (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,346 professional contacts with verified work emails tracked across these 317 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 317 AI wealth management platforms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
AI wealth management platforms by geography
- AI wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India
- AI wealth management platforms based in Hyderabad, India
- AI wealth management platforms based in Kolkata, India
- AI wealth management platforms based in Mumbai, India
- AI wealth management platforms based in New Delhi, India
- AI wealth management platforms based in Pune, India
- AI wealth management platforms based in Atlanta, United States
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 wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India
Company intelligence · public preview
Top 25 AI wealth management 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 317 matching company records for AI wealth management platforms based in Australia, with 7,439 tracked contacts and 3,346 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 wealth management 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 | BTbt.com.au HQ: Barangaroo, AustraliaReported employees: 1,001-5,000 | Barangaroo, Australia | 1,001-5,000 | Exact match | 1,993 contacts → |
“BT is the wealth management brand of the Westpac Group, helping Australians from all backgrounds manage, grow and protect their money.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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. | |||||
| 3 |  Netwealthnetwealth.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 644 contacts → |
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 556 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Praemiumpraemium.comHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 336 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Shadforth Financial Group LTDsfg.com.auHQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 295 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  STAKEhellostake.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 175 contacts → |
“Stake is an investing platform that breaks barriers between ambition and financial progress.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Partners Wealth Grouppwg.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 124 contacts → |
“Helping you to navigate life's financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Infocusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Superherosuperhero.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 81 contacts → |
“Superhero is an award-winning Australian superannuation and share trading platform built for the new generation of investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  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. | |||||
| 12 |  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. | |||||
| 13 |  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. | |||||
| 14 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Midwinter Financial Servicesmidwinter.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 48 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Myprosperitymyprosperity.com.auHQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Visis Private Wealthvisis.com.auHQ: Brisbane City, AustraliaReported employees: 51-200 | Brisbane City, Australia | 51-200 | Exact match | 43 contacts → |
“VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sequoia Financial Groupsequoia.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 43 contacts → |
“Sequoia Financial Group Limited (ASX: SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finsec Partners PTY LTDfinsecpartners.com.au HQ: Wayville, AustraliaReported employees: 11-50 | Wayville, Australia | 11-50 | Exact match | 38 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Lipman Burgon & Partnerslipmanburgon.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  SA Wealth Groupsawealthgroup.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 33 contacts → |
“SA Wealth Group is a boutique private advice and finance broking firm dedicated to helping professionals, business owners, and families build, manage, and protect their wealth at…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Varria PTY LTDvarria.com.au HQ: West End, AustraliaReported employees: 11-50 | West End, Australia | 11-50 | Exact match | 32 contacts → |
“At Varria we believe that when people understand the characteristics that define wealth – real wealth – they can see the path to personal happiness with wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  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. | |||||
| 24 |  First Samuel Limitedfirstsamuel.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Elemntaelemnta.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 25 contacts → |
“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 317 company matches
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AI wealth management 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
317 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 317 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 wealth management 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 wealth management platforms did RevenueBase find based in Australia?
The saved snapshot records 317 matching company records, 7,439 tracked contacts and 3,346 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 wealth management platforms by geography
- AI wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India
- AI wealth management platforms based in Hyderabad, India
- AI wealth management platforms based in Kolkata, India
- AI wealth management platforms based in Mumbai, India
- AI wealth management platforms based in New Delhi, India
- AI wealth management platforms based in Pune, India
- AI wealth management platforms based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 AI wealth management platforms based in Australia. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-wealth-management-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 wealth management platforms based in Calgary, Canada
- AI wealth management platforms based in Montreal, Canada
- AI wealth management platforms based in Toronto, Canada
- AI wealth management platforms based in Vancouver, Canada
- AI wealth management platforms based in Ahmedabad, India
- AI wealth management platforms based in Bangalore, India
Company intelligence · public preview
Top 25 AI wealth management platforms based in Australia
RevenueBase records 317 matching company records for AI wealth management platforms based in Australia, with 7,439 tracked contacts and 3,346 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 wealth management 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 | BTbt.com.au HQ: Barangaroo, AustraliaReported employees: 1,001-5,000 | Barangaroo, Australia | 1,001-5,000 | Exact match | 1,993 contacts → |
“BT is the wealth management brand of the Westpac Group, helping Australians from all backgrounds manage, grow and protect their money.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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. | |||||
| 3 | Netwealthnetwealth.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 644 contacts → |
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 556 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Praemiumpraemium.com HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 336 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Shadforth Financial Group LTDsfg.com.au HQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 295 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | STAKEhellostake.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 175 contacts → |
“Stake is an investing platform that breaks barriers between ambition and financial progress.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Partners Wealth Grouppwg.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 124 contacts → |
“Helping you to navigate life's financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Infocusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Superherosuperhero.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 81 contacts → |
“Superhero is an award-winning Australian superannuation and share trading platform built for the new generation of investors.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | 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. | |||||
| 14 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Midwinter Financial Servicesmidwinter.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 48 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Myprosperitymyprosperity.com.au HQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Visis Private Wealthvisis.com.au HQ: Brisbane City, AustraliaReported employees: 51-200 | Brisbane City, Australia | 51-200 | Exact match | 43 contacts → |
“VISIS Private Wealth is one of Australia’s leading privately owned and independent wealth management firms.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sequoia Financial Groupsequoia.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 43 contacts → |
“Sequoia Financial Group Limited (ASX: SEQ) is an integrated financial services company providing products and services to self-directed retail and wholesale clients and those of…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Finsec Partners PTY LTDfinsecpartners.com.au HQ: Wayville, AustraliaReported employees: 11-50 | Wayville, Australia | 11-50 | Exact match | 38 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 · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Lipman Burgon & Partnerslipmanburgon.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | SA Wealth Groupsawealthgroup.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 33 contacts → |
“SA Wealth Group is a boutique private advice and finance broking firm dedicated to helping professionals, business owners, and families build, manage, and protect their wealth at…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Varria PTY LTDvarria.com.au HQ: West End, AustraliaReported employees: 11-50 | West End, Australia | 11-50 | Exact match | 32 contacts → |
“At Varria we believe that when people understand the characteristics that define wealth – real wealth – they can see the path to personal happiness with wealth.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | 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. | |||||
| 24 | First Samuel Limitedfirstsamuel.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Elemntaelemnta.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 25 contacts → |
“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 317 company matches
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AI wealth management 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
317 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 317 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 wealth management 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 wealth management platforms did RevenueBase find based in Australia?
The saved snapshot records 317 matching company records, 7,439 tracked contacts and 3,346 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.
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Cite this list
RevenueBase Data Team. Top 25 AI wealth management platforms based in Australia. Snapshot: September 27, 2026. https://revenuebase.ai/companies/ai-wealth-management-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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