Company lists · Data refreshed September 2026
Top 20 Algorithmic wealth management companies based in Sydney, Australia
RevenueBase identified 43 company matches for algorithmic wealth management companies associated with Sydney, Australia as of September 2026 and tracks 498 professional contacts across them, including 282 with verified work emails and 39 with mobile numbers. Across Australia, Sydney is the largest hub for this category.
This list covers company matches for algorithmic wealth management companies associated with Sydney, 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 17, 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 20 largest algorithmic wealth management companies based in Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 191 contacts → | ||||
Exact match “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 2 | 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 17, 2026 · View company records in RevenueBase | |||||
| 3 | 32 contacts → | ||||
Exact match “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 4 | 24 contacts → | ||||
Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 5 | 18 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 6 | 16 contacts → | ||||
Exact match “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “At Integrated, we simplify the complex.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 8 | 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 17, 2026 · View company records in RevenueBase | |||||
| 9 | 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 17, 2026 · View company records in RevenueBase | |||||
| 10 | 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 17, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 12 | 6 contacts → | ||||
Exact match “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 13 | 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 17, 2026 · View company records in RevenueBase | |||||
| 14 | 4 contacts → | ||||
Exact match “Active personalisation is the new active investing.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 15 | 4 contacts → | ||||
Exact match “VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “The Wealth Partnership began as a boutique financial planning firm providing a diverse range of advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Quantflo is a quantitative investment platform for institutional fund-of-fund investors that helps optimise the building, monitoring and researching of investment portfolios.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 18 | 2 contacts → | ||||
Exact match “At Asti Advisory, our friendly team is always by your side, ready to navigate the complex landscape of financial planning with you.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Investum enables financial advisors to efficiently manage their client's managed accounts.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “DIY hedge funds for the 99%.” Recorded in the RevenueBase company graph · Sep 17, 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 “algorithmic wealth management companies”. 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 20 of 43 algorithmic wealth management companies based in Sydney, Australia
See the full list, filter by size, metro and specialty, and access 282 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Algorithmic wealth management companies based in Sydney, Australia at a glance
As of Sep 17, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 20.0dCompany record updated
Median 66.0dHow 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 Sydney, Australia whose business descriptions match “algorithmic wealth management companies” 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 282 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 17, 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 “algorithmic wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many algorithmic wealth management companies are there based in Sydney, Australia?
RevenueBase identified 43 company matches for algorithmic wealth management companies associated with Sydney, 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?
Betashares tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most algorithmic wealth management companies?
Sydney leads Australia with 42 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 282 professional contacts with verified work emails tracked across these 43 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 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 43 algorithmic wealth management companies based in Sydney, Australia. Start with a free account, no credit card.
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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 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.
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Company intelligence · public preview
Top 20 algorithmic wealth management companies based in Sydney, Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 43 matching company records for algorithmic wealth management companies based in Sydney, Australia, with 498 tracked contacts and 282 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 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 20 algorithmic wealth management companies based in Sydney, 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 |  Betasharesbetashares.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 191 contacts → |
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Investsmart Group Limitedinvestsmart.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Autumn Compassautumncompass.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Human Financialhumanfinancial.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Integratedintegratedportfoliosolutions.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“At Integrated, we simplify the complex.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  PO Capital Markets PTY LTDpocapital.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Tradingwavestradingwaves.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Valuepoint Asset Managementvaluepointam.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Wealth Partnership PTY LTD Afsl NO 303000thewealthpartnership.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“The Wealth Partnership began as a boutique financial planning firm providing a diverse range of advice.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Quantfloquantflo.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Quantflo is a quantitative investment platform for institutional fund-of-fund investors that helps optimise the building, monitoring and researching of investment portfolios.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Asti Advisoryastiadvisory.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“At Asti Advisory, our friendly team is always by your side, ready to navigate the complex landscape of financial planning with you.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Investuminvestum.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Investum enables financial advisors to efficiently manage their client's managed accounts.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  ULIAAu.fundHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“DIY hedge funds for the 99%.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 43 company matches
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Algorithmic wealth management companies: dataset insights
September 17, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
43 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 20.0dCompany record updated
Median 66.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 17, 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 algorithmic wealth management companies?
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 algorithmic wealth management companies did RevenueBase find based in Sydney, Australia?
The saved snapshot records 43 matching company records, 498 tracked contacts and 282 verified emails. The public preview displays 20 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 17, 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
Algorithmic wealth management companies by geography
- Algorithmic wealth management companies based in Rio De Janeiro, Brazil
- Algorithmic wealth management companies based in Sao Paulo, Brazil
- Algorithmic wealth management companies based in Toronto, Canada
- Algorithmic wealth management companies based in Paris, France
- Algorithmic wealth management companies based in Ahmedabad, India
- Algorithmic wealth management companies based in Bangalore, India
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Cite this list
RevenueBase Data Team. Top 20 algorithmic wealth management companies based in Sydney, Australia. Snapshot: September 17, 2026. https://revenuebase.ai/companies/algorithmic-wealth-management-companies/australia/sydney.
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
- Algorithmic wealth management companies based in Rio De Janeiro, Brazil
- Algorithmic wealth management companies based in Sao Paulo, Brazil
- Algorithmic wealth management companies based in Toronto, Canada
- Algorithmic wealth management companies based in Paris, France
- Algorithmic wealth management companies based in Ahmedabad, India
- Algorithmic wealth management companies based in Bangalore, India
Company intelligence · public preview
Top 20 algorithmic wealth management companies based in Sydney, Australia
RevenueBase records 43 matching company records for algorithmic wealth management companies based in Sydney, Australia, with 498 tracked contacts and 282 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 17, 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 20 algorithmic wealth management companies based in Sydney, 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 | Betasharesbetashares.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 191 contacts → |
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Investsmart Group Limitedinvestsmart.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Autumn Compassautumncompass.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Human Financialhumanfinancial.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Integratedintegratedportfoliosolutions.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“At Integrated, we simplify the complex.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | PO Capital Markets PTY LTDpocapital.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 8 contacts → |
“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.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Tradingwavestradingwaves.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | 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 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Valuepoint Asset Managementvaluepointam.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Wealth Partnership PTY LTD Afsl NO 303000thewealthpartnership.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“The Wealth Partnership began as a boutique financial planning firm providing a diverse range of advice.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Quantfloquantflo.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Quantflo is a quantitative investment platform for institutional fund-of-fund investors that helps optimise the building, monitoring and researching of investment portfolios.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Asti Advisoryastiadvisory.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“At Asti Advisory, our friendly team is always by your side, ready to navigate the complex landscape of financial planning with you.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Investuminvestum.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Investum enables financial advisors to efficiently manage their client's managed accounts.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | ULIAAu.fund HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“DIY hedge funds for the 99%.” Recorded description excerpt · September 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 43 company matches
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Algorithmic wealth management companies: dataset insights
September 17, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
43 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.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 20.0dCompany record updated
Median 66.0dHow 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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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 17, 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 algorithmic wealth management companies?
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 algorithmic wealth management companies did RevenueBase find based in Sydney, Australia?
The saved snapshot records 43 matching company records, 498 tracked contacts and 282 verified emails. The public preview displays 20 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 17, 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 20 algorithmic wealth management companies based in Sydney, Australia. Snapshot: September 17, 2026. https://revenuebase.ai/companies/algorithmic-wealth-management-companies/australia/sydney.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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