Company lists · Data refreshed September 2026
Top 25 Asset management service providers based in Melbourne, Australia
RevenueBase identified 82 asset management service providers headquartered in Melbourne, Australia as of September 2026 and tracks 3,768 professional contacts across them, including 2,389 with verified work emails. Across Australia, Sydney is the largest hub for this category (143 companies); Melbourne follows with 82.
This list covers asset management service providers headquartered in Melbourne, 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 30, 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.
The 25 largest asset management service providers based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 644 contacts → | ||||
Indirect evidence “Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 528 contacts → | ||||
Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 183 contacts → | ||||
Indirect evidence “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 150 contacts → | ||||
Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 101 contacts → | ||||
Indirect evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 36 contacts → | ||||
Indirect evidence “More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 33 contacts → | ||||
Partial evidence “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 21 contacts → | ||||
Indirect evidence “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 16 contacts → | ||||
Indirect evidence “Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 15 contacts → | ||||
Strong evidence “The tenet underpinning PAN-Tribal Asset Management (PAN-Tribal) is to create wealth for investors by sourcing the best financial products from the best investment managers…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 15 contacts → | ||||
Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 13 contacts → | ||||
Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Strong evidence “PP & E Valuations Pty Ltd provides asset valuation and management services to corporate and government clients.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 9 contacts → | ||||
Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Strong evidence “Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Partial evidence “Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Partial evidence “Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Strong evidence “At Pacific Private Asset Management, our mission is to empower you with financial freedom, security and peace of mind.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Principal Partners is a leading asset manager focused on traditional strategies blended with specialised property investments.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial evidence “Accordius is a unique, privately owned personal funds management business for high net wealth individuals that aims to maximise long-term after-tax returns.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Strong evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Partial evidence “Contract Solutions Australia (CSA) is a dedicated service provider for the maintenance of Assets and Buildings based in Cheltenham, Victoria.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 24 | 7 contacts → | ||||
Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Indirect evidence “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management service providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management service providers.
- Partial evidence
- Its own public description names part of asset management service providers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management service providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 82 asset management service providers based in Melbourne, Australia
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Asset management service providers based in Melbourne, Australia at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 82 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 asset management service providers, 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 Melbourne, Australia whose own description of what they do matches “asset management service providers”. 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 asset management service providers), 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 asset management service providers, and records with no verified work email. Companies headquartered outside Melbourne 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, 2,389 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 30, 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.
Asset management service providers by metro in Australia
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 asset management service providers, 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 asset management service providers are there based in Melbourne, Australia?
RevenueBase identified 82 asset management service providers headquartered in Melbourne, 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?
Findex, headquartered in Melbourne, tops this list with the largest team on record.
Which city in Australia has the most asset management service providers?
Sydney leads Australia with 143 headquartered companies, followed by Melbourne (82) and Brisbane (26).
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 2,389 verified decision-maker contacts tracked across these 82 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 30, 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.
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