Company lists · Data refreshed September 2026

Top 25 Algorithmic portfolio management software companies based in Australia

Name: Algorithmic portfolio management software companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 105 companies tracked

RevenueBase identified 105 algorithmic portfolio management software companies headquartered in Australia as of September 2026 and tracks 562 professional contacts across them, including 211 with verified work emails. Sydney is the largest hub.

This list covers algorithmic portfolio management software companies headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

105Companies

562Contacts tracked

211Verified emails

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The 25 largest algorithmic portfolio management software companies based in Australia

Ranked by team size

Top 25 of 105 algorithmic portfolio management software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic portfolio management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	48 contacts →
	Partial evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 27, 2026
2	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	25 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 27, 2026
3	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 27, 2026
4	Drummond Capital Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 27, 2026	11-50	22 contacts →
	Indirect evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 27, 2026
5	Autumn Compass	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	18 contacts →
	Partial evidence “Autumn Compass is an algorithmic trading company in the business of developing very clever algorithms to trade and provide liquidity on financial markets across Asia-Pacific.” Source: RevenueBase Database · checked Sep 27, 2026
6	Wilfred Knight PTY LTD	Partial evidence	Brighton, AustraliaHQ checked Sep 27, 2026	11-50	18 contacts →
	Partial evidence “At Wilfred Knight, we're leading the charge in AI-driven trading solutions through our state-of-the-art software.” Source: RevenueBase Database · checked Sep 27, 2026
7	Alpha Vista Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	14 contacts →
	Indirect evidence “Alpha Vista is an investment manager applying rigorous scientific research and quantitative analysis to global capital markets.” Source: RevenueBase Database · checked Sep 27, 2026
8	Financial Simplicity	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	12 contacts →
	Partial evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 27, 2026
9	Implemented Portfolios	Strong evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	12 contacts →
	Strong evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 27, 2026
10	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	12 contacts →
	Indirect evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 27, 2026
11	Share Wealth Systems	Indirect evidence	Cheltenham, AustraliaHQ checked Sep 27, 2026	11-50	11 contacts →
	Indirect evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 27, 2026
12	AE Capital	Partial evidence	Melbourne, AustraliaHQ checked Sep 27, 2026	11-50	11 contacts →
	Partial evidence “AE Capital is a dedicated team passionate about applying advanced data science, machine learning and software engineering to create systematic strategies that seek to deliver…” Source: RevenueBase Database · checked Sep 27, 2026
13	Calibre Financial Technology Calibrerms	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	10 contacts →
	Partial evidence “Calibre is a premier FinTech provider with 20 years of expertise in delivering purpose-built Research Management Systems (RMS) for global institutional asset managers and…” Source: RevenueBase Database · checked Sep 27, 2026
14	Lensell	Indirect evidence	Melbourne, AustraliaHQ checked Sep 27, 2026	1-10	9 contacts →
	Indirect evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 27, 2026
15	Edge Stackers	Indirect evidence	Sunshine Coast, AustraliaHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence “If you have a passion for trading, data science, or data engineering, there is no better time to join our expansion and share in the spoils of superior performance, alongside the…” Source: RevenueBase Database · checked Sep 27, 2026
16	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 27, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 27, 2026
17	Tecassa	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence “Tecassa is a technology and innovation company specialising in financial markets.” Source: RevenueBase Database · checked Sep 27, 2026
18	PO Capital Markets PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence “PO Capital Markets is a financial services company with its employees providing decades of experience coupled with next gen technology to enhance savings for trading books.” Source: RevenueBase Database · checked Sep 27, 2026
19	Fujia Trading Aacademy	Indirect evidence	Haymarket, AustraliaHQ checked Sep 27, 2026	11-50	8 contacts →
	Indirect evidence “20107 asic(ai)” Source: RevenueBase Database · checked Sep 27, 2026
20	Jaaims	Indirect evidence	Surry Hills, AustraliaHQ checked Sep 27, 2026	11-50	7 contacts →
	Indirect evidence “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Source: RevenueBase Database · checked Sep 27, 2026
21	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 27, 2026
22	Alpha Point Capital	Indirect evidence	Milsons Point, AustraliaHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “Quantitative Multi-Asset Hedge Fund” Source: RevenueBase Database · checked Sep 27, 2026
23	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 27, 2026
24	Star Beta Technologies	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “Our mission is to be a leading quantitative investment manager that designs and implements unique statistical arbitrage models to take advantage of opportunities in the digital…” Source: RevenueBase Database · checked Sep 27, 2026
25	Tradingwaves	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	6 contacts →
	Indirect evidence “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Source: RevenueBase Database · checked Sep 27, 2026

RevenueBase Smart Search

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

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

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

Showing 25 of 105 algorithmic portfolio management software companies based in Australia

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Algorithmic portfolio management software companies based in Australia at a glance

As of Sep 27, 2026

37.5%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

43.8%Largest-city concentration · Sydney

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 105 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among algorithmic portfolio management software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “algorithmic portfolio management software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names algorithmic portfolio management software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among algorithmic portfolio management software companies, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 211 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Algorithmic portfolio management software companies by metro

Algorithmic portfolio management software companies in Sydney46

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names algorithmic portfolio management software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many algorithmic portfolio management software companies are there based in Australia?

RevenueBase identified 105 algorithmic portfolio management software companies headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Midwinter Financial Services, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most algorithmic portfolio management software companies?

Sydney leads with 46 headquartered companies, followed by Melbourne (22) and Brisbane (6).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 211 verified decision-maker contacts tracked across these 105 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.