Company lists · Data refreshed September 2026

Top 25 Algorithmic wealth management companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 144 companies tracked

RevenueBase identified 144 algorithmic wealth management companies headquartered in Australia as of September 2026 and tracks 1,391 professional contacts across them, including 803 with verified work emails. Sydney is the largest hub.

This list covers algorithmic wealth management companies headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 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 16, 2026 86% judged on-target in blind review

144Companies

1,391Contacts tracked

803Verified emails

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The 25 largest algorithmic wealth management companies based in Australia

Ranked by team size

Top 25 of 144 algorithmic wealth management companies based in Australia, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to algorithmic wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Praemium	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	201-500	336 contacts →
	Indirect evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 16, 2026
2	Betashares	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	191 contacts →
	Partial evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 16, 2026
3	Centric	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	65 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
4	DNR Capital	Partial evidence	Brisbane, AustraliaHQ checked Sep 16, 2026	11-50	38 contacts →
	Partial evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 16, 2026
5	Investsmart Group Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	32 contacts →
	Indirect evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 16, 2026
6	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 16, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 16, 2026
7	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 16, 2026
8	Drummond Capital Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 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 16, 2026
9	Vista Financial Group	Partial evidence	Beaumaris, AustraliaHQ checked Sep 16, 2026	11-50	18 contacts →
	Partial evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 16, 2026
10	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 16, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 16, 2026
11	Autumn Compass	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 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 16, 2026
12	Human Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	16 contacts →
	Indirect evidence “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Source: RevenueBase Database · checked Sep 16, 2026
13	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	11-50	15 contacts →
	Partial evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 16, 2026
14	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 16, 2026
15	Mancell Financial Group	Indirect evidence	Burnie, AustraliaHQ checked Sep 16, 2026	11-50	14 contacts →
	Indirect evidence “Mancell Financial Group was founded in February 1980.” Source: RevenueBase Database · checked Sep 16, 2026
16	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 16, 2026
17	Custodian Financial Group	Indirect evidence	Barton, AustraliaHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Source: RevenueBase Database · checked Sep 16, 2026
18	Lumiant	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	12 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
19	Implemented Portfolios	Partial evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	12 contacts →
	Partial evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 16, 2026
20	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 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 16, 2026
21	Share Wealth Systems	Indirect evidence	Cheltenham, AustraliaHQ checked Sep 16, 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 16, 2026
22	Gamma Wealth Group	Strong evidence	Broadbeach, AustraliaHQ checked Sep 16, 2026	1-10	11 contacts →
	Strong evidence “Gamma Wealth Group is an independently owned financial advice firm committed to delivering personalised investment and portfolio management services.” Source: RevenueBase Database · checked Sep 16, 2026
23	MTP Financial	Indirect evidence	Westcourt, AustraliaHQ checked Sep 16, 2026	11-50	9 contacts →
	Indirect evidence “Ours is a long history serving the people of Cairns.” Source: RevenueBase Database · checked Sep 16, 2026
24	Future Wealth Planners	Indirect evidence	Perth, AustraliaHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “Many people associate financial planning with retirement – but it is much more than that.” Source: RevenueBase Database · checked Sep 16, 2026
25	Pure Private Wealth	Indirect evidence	Pottsville, AustraliaHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 16, 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 wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

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

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

Showing 25 of 144 algorithmic wealth management companies based in Australia

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Algorithmic wealth management companies based in Australia at a glance

As of Sep 16, 2026

57.7%Verified-email coverage

9.7Average contacts per company

1-10Median size (employees)

29.2%Largest-city concentration · Sydney

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 144 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 wealth management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “algorithmic wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names algorithmic wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among algorithmic wealth management companies, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 803 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 16, 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 wealth management companies by metro

Algorithmic wealth management companies in Sydney42

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 wealth management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many algorithmic wealth management companies are there based in Australia?

RevenueBase identified 144 algorithmic wealth management companies headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Praemium, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most algorithmic wealth management companies?

Sydney leads with 42 headquartered companies, followed by Melbourne (21) 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 803 verified decision-maker contacts tracked across these 144 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 16, 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.