Company lists · Data refreshed September 2026

Top 19 Artificial intelligence financial advisors based in Australia

RevenueBase identified 46 artificial intelligence financial advisors headquartered in Australia as of September 2026 and tracks 248 professional contacts across them, including 70 with verified work emails. Sydney is the largest hub.

This list covers artificial intelligence financial advisors 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
46Companies
248Contacts tracked
70Verified emails
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The 19 largest artificial intelligence financial advisors based in Australia

Ranked by team size
Top 19 of 46 artificial intelligence financial advisors 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 artificial intelligence financial advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBarangaroo, AustraliaHQ checked Sep 27, 202611-5027 contacts →

Indirect evidence

“Stockspot is Australia's first and largest digital investment adviser.”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceHaymarket, AustraliaHQ checked Sep 27, 202611-5027 contacts →

Indirect evidence

“Cognitivo is the UI of AI.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceBrighton, AustraliaHQ checked Sep 27, 202611-5018 contacts →

Indirect 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
4Partial evidenceSydney, AustraliaHQ checked Sep 27, 202611-5012 contacts →

Partial 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 27, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 27, 20261-1012 contacts →

Partial 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
6Indirect evidenceBrisbane, AustraliaHQ checked Sep 27, 20261-107 contacts →

Indirect evidence

“KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceSurry Hills, AustraliaHQ checked Sep 27, 202611-507 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
8Indirect evidenceSydney, AustraliaHQ checked Sep 27, 20261-105 contacts →

Indirect evidence

“M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.”

Source: RevenueBase Database · checked Sep 27, 2026
9Partial evidenceSydney, AustraliaHQ checked Sep 27, 202611-504 contacts →

Partial evidence

“Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceSydney, AustraliaHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

“Active personalisation is the new active investing.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceMelbourne, AustraliaHQ checked Sep 27, 20261-104 contacts →

Partial evidence

“Hey Coach solves the financial advice gap for everyday Australians.”

Source: RevenueBase Database · checked Sep 27, 2026
12Partial evidenceMelbourne, AustraliaHQ checked Sep 27, 20261-103 contacts →

Partial evidence

“Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.”

Source: RevenueBase Database · checked Sep 27, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 27, 20261-103 contacts →

Indirect evidence

“Driven by a mission to democratize investment insights for all, we developed Anahit, an AI investment analytics platform that uses a proprietary algorithm to identify market…”

Source: RevenueBase Database · checked Sep 27, 2026
14Indirect evidenceMelbourne, AustraliaHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“At Six Park, our vision is to give you Australia’s best investment management without the high costs.”

Source: RevenueBase Database · checked Sep 27, 2026
15Partial evidencePyrmont, AustraliaHQ checked Sep 27, 20261-102 contacts →

Partial evidence

“Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…”

Source: RevenueBase Database · checked Sep 27, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 27, 20261-102 contacts →

Indirect evidence

“DataFabric is the AI platform built exclusively for asset managers.”

Source: RevenueBase Database · checked Sep 27, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“Introducing Megalith: Pioneering the Future of Finance with AI-Driven Innovation Megalith is at the forefront of the fintech revolution, harnessing the power of Artificial…”

Source: RevenueBase Database · checked Sep 27, 2026
18Strong evidenceBrisbane, AustraliaHQ checked Sep 27, 20261-101 contacts →

Strong evidence

“Informed Position is an early stage FINTECH start-up, built around our proprietary Artificial Intelligence trading platform.”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceMelbourne, AustraliaHQ checked Sep 27, 20261-101 contacts →

Partial evidence

“At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.”

Source: RevenueBase Database · checked Sep 27, 2026

Showing 19 of 46 artificial intelligence financial advisors based in Australia

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Artificial intelligence financial advisors based in Australia at a glance

As of Sep 27, 2026
28.2%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
50.0%Largest-city concentration · Sydney
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
34
11-50
10
51-200
2

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 46 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 artificial intelligence financial advisors, 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 “artificial intelligence financial advisors”. 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 artificial intelligence financial advisors), 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 artificial intelligence financial advisors, 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, 70 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.

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 artificial intelligence financial advisors, 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 artificial intelligence financial advisors are there based in Australia?

RevenueBase identified 46 artificial intelligence financial advisors 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?

Stockspot, headquartered in Barangaroo, tops this list with the largest team on record.

Which city has the most artificial intelligence financial advisors?

Sydney leads with 23 headquartered companies, followed by Melbourne (8) and Brisbane (3).

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 70 verified decision-maker contacts tracked across these 46 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.