Company lists · Data refreshed September 2026

Top 24 Athlete wealth management firms based in Australia

RevenueBase identified 543 athlete wealth management firms headquartered in Australia as of September 2026 and tracks 5,427 professional contacts across them, including 3,028 with verified work emails. Sydney is the largest hub.

This list covers athlete wealth management firms 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 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
543Companies
5,427Contacts tracked
3,028Verified emails
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The 24 largest athlete wealth management firms based in Australia

Ranked by team size
Top 24 of 543 athlete wealth management firms based in Australia, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to athlete wealth management firms: 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
1Partial evidenceMelbourne, AustraliaHQ checked Sep 30, 20261,001-5,0001,664 contacts →

Partial evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 30, 2026
2Strong evidenceSydney, AustraliaHQ checked Sep 30, 2026201-500412 contacts →

Strong evidence

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Source: RevenueBase Database · checked Sep 30, 2026
3Partial evidenceSydney, AustraliaHQ checked Sep 30, 202651-200147 contacts →

Partial evidence

“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…”

Source: RevenueBase Database · checked Sep 30, 2026
4Strong evidenceSydney, AustraliaHQ checked Sep 30, 202651-200144 contacts →

Strong evidence

“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceParramatta, AustraliaHQ checked Sep 30, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 30, 2026
6Indirect evidenceMelbourne, AustraliaHQ checked Sep 30, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceMelbourne, AustraliaHQ checked Sep 30, 202611-5059 contacts →

Partial evidence

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Source: RevenueBase Database · checked Sep 30, 2026
8Partial evidenceSydney, AustraliaHQ checked Sep 30, 202611-5051 contacts →

Partial evidence

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Source: RevenueBase Database · checked Sep 30, 2026
9Strong evidenceMelbourne Sydney, AustraliaHQ checked Sep 30, 202651-20050 contacts →

Strong evidence

“Escala Partners is the new standard in personalised wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceBrisbane, AustraliaHQ checked Sep 30, 202651-20037 contacts →

Partial evidence

“Wealth Architects is a boutique financial advisory practice which provides holistic advice to high achievers, business owners, corporate leaders and self-funded retirees.”

Source: RevenueBase Database · checked Sep 30, 2026
11Strong evidencePerth, AustraliaHQ checked Sep 30, 202611-5036 contacts →

Strong evidence

“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.”

Source: RevenueBase Database · checked Sep 30, 2026
12Strong evidenceMelbourne, AustraliaHQ checked Sep 30, 202611-5033 contacts →

Strong 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, 2026
13Partial evidenceMelbourne, AustraliaHQ checked Sep 30, 202651-20031 contacts →

Partial evidence

“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…”

Source: RevenueBase Database · checked Sep 30, 2026
14Indirect evidenceParkside, AustraliaHQ checked Sep 30, 202611-5029 contacts →

Indirect evidence

“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…”

Source: RevenueBase Database · checked Sep 30, 2026
15Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 30, 202611-5028 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 30, 2026
16Indirect evidenceBondi Junction, AustraliaHQ checked Sep 30, 202611-5025 contacts →

Indirect evidence

“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceBrisbane, AustraliaHQ checked Sep 30, 202611-5023 contacts →

Indirect evidence

“Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…”

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceSouthport, AustraliaHQ checked Sep 30, 202611-5023 contacts →

Indirect evidence

“Smart thinking with expert, caring support We make financial success achievable for you.”

Source: RevenueBase Database · checked Sep 30, 2026
19Indirect evidenceMilton, AustraliaHQ checked Sep 30, 202611-5021 contacts →

Indirect evidence

“The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.”

Source: RevenueBase Database · checked Sep 30, 2026
20Partial evidenceSydney, AustraliaHQ checked Sep 30, 202611-5021 contacts →

Partial evidence

“Qi Wealth is a leading financial services company based in Sydney.”

Source: RevenueBase Database · checked Sep 30, 2026
21Indirect evidenceHawthorn, AustraliaHQ checked Sep 30, 202611-5021 contacts →

Indirect evidence

“We're a little bit different.”

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceSydney, AustraliaHQ checked Sep 30, 202611-5020 contacts →

Indirect evidence

“The path ahead is not made of straight lines.”

Source: RevenueBase Database · checked Sep 30, 2026
23Indirect evidenceSt Leonards, AustraliaHQ checked Sep 30, 202611-5019 contacts →

Indirect evidence

“Navwealth delivers a fully integrated approach to your financial services needs.”

Source: RevenueBase Database · checked Sep 30, 2026
24Strong evidenceCamberwell, AustraliaHQ checked Sep 30, 202611-5019 contacts →

Strong evidence

“You may be wondering whether you need a financial planner or wealth management advisor to help you achieve the financial security on which achieving your overarching life goals…”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 24 of 543 athlete wealth management firms based in Australia

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Athlete wealth management firms based in Australia at a glance

As of Sep 30, 2026
55.8%Verified-email coverage
10.0Average contacts per company
1-10Median size (employees)
16.0%Largest-city concentration · Sydney
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
385
11-50
140
51-200
10
201-500
1
1,001-5,000
1

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 543 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 athlete wealth management firms, 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 “athlete wealth management firms”. 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 athlete wealth management firms), 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 athlete wealth management firms, 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, 3,028 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.

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 athlete wealth management firms, 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 athlete wealth management firms are there based in Australia?

RevenueBase identified 543 athlete wealth management firms 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?

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

Which city has the most athlete wealth management firms?

Sydney leads with 87 headquartered companies, followed by Melbourne (54) and Brisbane (21).

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 3,028 verified decision-maker contacts tracked across these 543 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.