Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in North Sydney, Australia
RevenueBase identified 38 company matches for asset and wealth management consulting firms associated with North Sydney, Australia as of September 2026 and tracks 517 professional contacts across them, including 333 with verified work emails. Across Australia, Sydney is the largest hub for this category (340 companies); North Sydney has 38.
This list covers company matches for asset and wealth management consulting firms associated with North 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 21, 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 asset and wealth management consulting firms based in North Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 21, 2026 · View company records in RevenueBase | |||||
| 2 | 60 contacts → | ||||
Exact match “The invaluables.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 28 contacts → | ||||
Exact match “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “Harvest Financial Group is a non-aligned, integrated financial advisory practice; focused on the needs of employers, their employees and individuals who are looking to increase…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “It's all about providing highly personalised services to help manage wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Founder and Group CEO Theo Kotselas started Archangel Wealth from humble beginnings with a simple principle: always do your best and help others.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 5 contacts → | ||||
Exact match “Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 4 contacts → | ||||
Exact match “Many people tend to think that financial advisers are just boring old accountants who bang on about retirement.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “THE RIGHT ANGLE We live by this motto in that we believe no issue is insurmountable.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 4 contacts → | ||||
Exact match “We offer expert advice on portfolio construction, tax effective investments, regular investment plans and borrowing techniques that are aimed at accelerating your wealth and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 3 contacts → | ||||
Exact match “Bluepoint Consulting is a wealth management and consulting firm specializing in advising and management of assets for superannuation funds, family offices, SMSF's and individuals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 3 contacts → | ||||
Exact match “At Stephen Financial Solutions, we aspire to deliver not only the highest quality financial advice, but also the peace of mind and security that comes with being prepared for the…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Boutique Advisory providing end to end solutions for clients by creating tailored individual wealth creation, wealth protection & retirement plans.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “Key Concept Wealth and Insurance provides quality advice backed by exceptional service by offering our clients holistic tailormade solutions to grow your wealth and protect your…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Transition Wealth is predicated on the belief that money opens doors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 2 contacts → | ||||
Exact match “Applied Wealth is a privately owned advisory firm guiding individuals and families to financial independence since 2012.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 2 contacts → | ||||
Exact match “At Endeavour Consulting Group, we are experienced professionals who have seen the financial advice industry from various angles: • Owning and operating a successful multi-adviser…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “At Emerald Private Wealth, we are your financial partners for life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Financial Advice” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “The value of operating assets can never be underestimated in the fast moving and dynamic economic environment of modern business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “InvestAstute specialises in investment and superannuation for pre-retirees, semi-retirees and full retirees.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 1 contacts → | ||||
Exact match “Our vision is to provide a total wealth management solution for busy professionals and business owners and assist them to achieve their financial and lifestyle objectives.” Recorded in the RevenueBase company graph · Sep 21, 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 “asset and wealth management consulting firms”. 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 38 asset and wealth management consulting firms based in North Sydney, Australia
See the full list, filter by size, metro and specialty, and access 333 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset and wealth management consulting firms based in North Sydney, Australia at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for North Sydney, so it is reported there. Company counts and contact totals on this page are exact for North Sydney, over 38 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 North Sydney, Australia whose business descriptions match “asset and wealth management consulting firms” 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 333 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 21, 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.
Asset and wealth management consulting firms by metro in Australia
- Asset and wealth management consulting firms in Sydney340
- Asset and wealth management consulting firms in Melbourne209
- Asset and wealth management consulting firms in Brisbane74
- Asset and wealth management consulting firms in Perth48
- Asset and wealth management consulting firms in Adelaide41
- Asset and wealth management consulting firms in Brisbane City27
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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset and wealth management consulting firms are there based in North Sydney, Australia?
RevenueBase identified 38 company matches for asset and wealth management consulting firms associated with North 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?
Shadforth Financial Group LTD tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in Australia has the most asset and wealth management consulting firms?
Sydney leads Australia with 340 company records, followed by Melbourne (209) and Brisbane (74). North Sydney has 38.
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 333 professional contacts with verified work emails tracked across these 38 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 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 38 asset and wealth management consulting firms based in North Sydney, Australia. Start with a free account, no credit card.
Download this list →Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
- Asset and wealth management consulting firms based in Burlington, Canada
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
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in North 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 38 matching company records for asset and wealth management consulting firms based in North Sydney, Australia, with 517 tracked contacts and 333 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 21, 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 asset and wealth management consulting firms based in North 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 |  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 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Stanford Brownstanfordbrown.com.auHQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 60 contacts → |
“The invaluables.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  CA Financial Services Groupcafsg.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 28 contacts → |
“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Harvest Financial Groupharvestgroup.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 22 contacts → |
“Harvest Financial Group is a non-aligned, integrated financial advisory practice; focused on the needs of employers, their employees and individuals who are looking to increase…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Equity Trustees Superannuation Limitedeqt.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 10 contacts → |
“It's all about providing highly personalised services to help manage wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kelly Partners Private Wealthkellypartnerswealth.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 9 contacts → |
“Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Halcyon Wealth Advisershalcyonwealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Archangel Wealtharchwealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 8 contacts → |
“Founder and Group CEO Theo Kotselas started Archangel Wealth from humble beginnings with a simple principle: always do your best and help others.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wealth Peak Financial Advicewealthpeak.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  BPM Financialbpmfinancial.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Talem Wealthtalemwealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Many people tend to think that financial advisers are just boring old accountants who bang on about retirement.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Accountancy Invest PTY LTDaccountancyinvest.comHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“THE RIGHT ANGLE We live by this motto in that we believe no issue is insurmountable.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Adelaide Private Wealthadelaideprivatewealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“We offer expert advice on portfolio construction, tax effective investments, regular investment plans and borrowing techniques that are aimed at accelerating your wealth and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bluepoint Consulting PTY LTDbluepc.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Bluepoint Consulting is a wealth management and consulting firm specializing in advising and management of assets for superannuation funds, family offices, SMSF's and individuals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Stephen Financial Solutionsstephenfinancial.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“At Stephen Financial Solutions, we aspire to deliver not only the highest quality financial advice, but also the peace of mind and security that comes with being prepared for the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Foster Raffan Iplanfosterraffaniplan.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Boutique Advisory providing end to end solutions for clients by creating tailored individual wealth creation, wealth protection & retirement plans.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  KEY Concept Wealth & Insurancekeyconcept.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Key Concept Wealth and Insurance provides quality advice backed by exceptional service by offering our clients holistic tailormade solutions to grow your wealth and protect your…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Transition Wealthtransitionwealth.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Transition Wealth is predicated on the belief that money opens doors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Applied Wealthappliedwealth.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Applied Wealth is a privately owned advisory firm guiding individuals and families to financial independence since 2012.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Endeavour Consulting Groupendeavourcg.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“At Endeavour Consulting Group, we are experienced professionals who have seen the financial advice industry from various angles: • Owning and operating a successful multi-adviser…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Emerald Private Wealthemeraldprivatewealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 2 contacts → |
“At Emerald Private Wealth, we are your financial partners for life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Cube Private Wealthcubeprivatewealth.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Financial Advice” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Liquid Asset Managementliquidassets.net.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“The value of operating assets can never be underestimated in the fast moving and dynamic economic environment of modern business.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Investastute PTY LTDinvestastute.com.auHQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“InvestAstute specialises in investment and superannuation for pre-retirees, semi-retirees and full retirees.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Japhia Wealth Advisoryjaphiawealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Our vision is to provide a total wealth management solution for busy professionals and business owners and assist them to achieve their financial and lifestyle objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 38 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset and wealth management consulting firms: dataset insights
September 21, 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
38 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 across the whole Australia list rather than for North Sydney, so it is reported there. Company counts and contact totals on this page are exact for North Sydney, over 38 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 21, 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 ↗
Asset and wealth management consulting firms by metro in Australia
- Asset and wealth management consulting firms in Sydney340
- Asset and wealth management consulting firms in Melbourne209
- Asset and wealth management consulting firms in Brisbane74
- Asset and wealth management consulting firms in Perth48
- Asset and wealth management consulting firms in Adelaide41
- Asset and wealth management consulting firms in Brisbane City27
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
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 asset and wealth management consulting firms did RevenueBase find based in North Sydney, Australia?
The saved snapshot records 38 matching company records, 517 tracked contacts and 333 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 21, 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
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
- Asset and wealth management consulting firms based in Burlington, Canada
Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in North Sydney, Australia. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/australia/north-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
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
Company intelligence · public preview
Top 25 asset and wealth management consulting firms based in North Sydney, Australia
RevenueBase records 38 matching company records for asset and wealth management consulting firms based in North Sydney, Australia, with 517 tracked contacts and 333 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 21, 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 asset and wealth management consulting firms based in North 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 | 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 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Stanford Brownstanfordbrown.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 60 contacts → |
“The invaluables.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | CA Financial Services Groupcafsg.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 28 contacts → |
“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Harvest Financial Groupharvestgroup.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 22 contacts → |
“Harvest Financial Group is a non-aligned, integrated financial advisory practice; focused on the needs of employers, their employees and individuals who are looking to increase…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Equity Trustees Superannuation Limitedeqt.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 10 contacts → |
“It's all about providing highly personalised services to help manage wealth.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kelly Partners Private Wealthkellypartnerswealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 9 contacts → |
“Kelly+Partners Wealth Management was founded by bringing together a cohesive team of experienced professionals from wealth management, asset management, family office and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Halcyon Wealth Advisershalcyonwealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Archangel Wealtharchwealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 8 contacts → |
“Founder and Group CEO Theo Kotselas started Archangel Wealth from humble beginnings with a simple principle: always do your best and help others.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wealth Peak Financial Advicewealthpeak.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | BPM Financialbpmfinancial.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“BPM Financial is a boutique financial planning business that provides tailored counsel to people who wish to build a secure financial future.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Talem Wealthtalemwealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“Many people tend to think that financial advisers are just boring old accountants who bang on about retirement.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Accountancy Invest PTY LTDaccountancyinvest.com HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“THE RIGHT ANGLE We live by this motto in that we believe no issue is insurmountable.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Adelaide Private Wealthadelaideprivatewealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“We offer expert advice on portfolio construction, tax effective investments, regular investment plans and borrowing techniques that are aimed at accelerating your wealth and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Bluepoint Consulting PTY LTDbluepc.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Bluepoint Consulting is a wealth management and consulting firm specializing in advising and management of assets for superannuation funds, family offices, SMSF's and individuals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Stephen Financial Solutionsstephenfinancial.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“At Stephen Financial Solutions, we aspire to deliver not only the highest quality financial advice, but also the peace of mind and security that comes with being prepared for the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Foster Raffan Iplanfosterraffaniplan.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Boutique Advisory providing end to end solutions for clients by creating tailored individual wealth creation, wealth protection & retirement plans.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | KEY Concept Wealth & Insurancekeyconcept.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Key Concept Wealth and Insurance provides quality advice backed by exceptional service by offering our clients holistic tailormade solutions to grow your wealth and protect your…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Transition Wealthtransitionwealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“Transition Wealth is predicated on the belief that money opens doors.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Applied Wealthappliedwealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Applied Wealth is a privately owned advisory firm guiding individuals and families to financial independence since 2012.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Endeavour Consulting Groupendeavourcg.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“At Endeavour Consulting Group, we are experienced professionals who have seen the financial advice industry from various angles: • Owning and operating a successful multi-adviser…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Emerald Private Wealthemeraldprivatewealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 2 contacts → |
“At Emerald Private Wealth, we are your financial partners for life.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Cube Private Wealthcubeprivatewealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Financial Advice” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Liquid Asset Managementliquidassets.net.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“The value of operating assets can never be underestimated in the fast moving and dynamic economic environment of modern business.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Investastute PTY LTDinvestastute.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“InvestAstute specialises in investment and superannuation for pre-retirees, semi-retirees and full retirees.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Japhia Wealth Advisoryjaphiawealth.com.au HQ: North Sydney, AustraliaReported employees: 1-10 | North Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Our vision is to provide a total wealth management solution for busy professionals and business owners and assist them to achieve their financial and lifestyle objectives.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 38 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset and wealth management consulting firms: dataset insights
September 21, 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
38 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 across the whole Australia list rather than for North Sydney, so it is reported there. Company counts and contact totals on this page are exact for North Sydney, over 38 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 21, 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 ↗
Asset and wealth management consulting firms by metro in Australia
- Asset and wealth management consulting firms in Sydney340
- Asset and wealth management consulting firms in Melbourne209
- Asset and wealth management consulting firms in Brisbane74
- Asset and wealth management consulting firms in Perth48
- Asset and wealth management consulting firms in Adelaide41
- Asset and wealth management consulting firms in Brisbane City27
Questions about this company list
What does Exact match mean for asset and wealth management consulting firms?
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 asset and wealth management consulting firms did RevenueBase find based in North Sydney, Australia?
The saved snapshot records 38 matching company records, 517 tracked contacts and 333 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 21, 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
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
- Asset and wealth management consulting firms based in Burlington, Canada
Cite this list
RevenueBase Data Team. Top 25 asset and wealth management consulting firms based in North Sydney, Australia. Snapshot: September 21, 2026. https://revenuebase.ai/companies/asset-and-wealth-management-consulting-firms/australia/north-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
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia