Company lists · Data refreshed September 2026

Top 25 Automated financial advisory firms based in Australia

Name: Automated financial advisory firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 94 companies tracked

RevenueBase identified 94 automated financial advisory firms headquartered in Australia as of September 2026 and tracks 692 professional contacts across them, including 291 with verified work emails. Sydney is the largest hub.

This list covers automated financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review

94Companies

692Contacts tracked

291Verified emails

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The 25 largest automated financial advisory firms based in Australia

Ranked by team size

Top 25 of 94 automated financial advisory firms based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to automated financial advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Spaceship	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	50 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 19, 2026
2	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	48 contacts →
	Partial evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 19, 2026
3	Investsmart Group Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 19, 2026
4	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 19, 2026
5	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
6	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 19, 2026
7	Pearler	Partial evidence	Kensington, AustraliaHQ checked Sep 19, 2026	11-50	20 contacts →
	Partial evidence “Pearler is an Aussie startup that simplifies investing for financial independence.” Source: RevenueBase Database · checked Sep 19, 2026
8	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 19, 2026
9	Mancell Financial Group	Partial evidence	Burnie, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “Mancell Financial Group was founded in February 1980.” Source: RevenueBase Database · checked Sep 19, 2026
10	Vostro Private Wealth	Indirect evidence	Albert Park, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Professional, Proficient, Personalised.” Source: RevenueBase Database · checked Sep 19, 2026
11	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	12 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 19, 2026
12	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 19, 2026
13	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	12 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 19, 2026
14	Share Wealth Systems	Partial evidence	Cheltenham, AustraliaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 19, 2026
15	Virtual Financial Advice	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Source: RevenueBase Database · checked Sep 19, 2026
16	The Investment Collective	Partial evidence	Rockhampton, AustraliaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “The Investment Collective is a financial services company offering business and personal financial and investment advice.” Source: RevenueBase Database · checked Sep 19, 2026
17	Pure Private Wealth	Partial evidence	Pottsville, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Source: RevenueBase Database · checked Sep 19, 2026
18	Eikon Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial 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 19, 2026
19	Jaaims	Indirect evidence	Surry Hills, AustraliaHQ checked Sep 19, 2026	11-50	7 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 19, 2026
20	Portfoliocloud	Strong evidence	South Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 19, 2026
21	Navexa	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 19, 2026
22	Your Wealth Financial Services	Partial evidence	Perth, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Your Wealth Financial Services is privately owned and not associated with any financial institution.” Source: RevenueBase Database · checked Sep 19, 2026
23	M3 Investment Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 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 19, 2026
24	Wealth Peak Financial Advice	Partial evidence	North Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Source: RevenueBase Database · checked Sep 19, 2026
25	Platformplus	Partial evidence	Maroochydore, AustraliaHQ checked Sep 19, 2026	51-200	4 contacts →
	Partial evidence “We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Source: RevenueBase Database · checked Sep 19, 2026

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: automated financial advisory firms. 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 automated financial advisory firms.
Partial evidence: Its own public description names part of automated financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial advisory firms. 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 94 automated financial advisory firms based in Australia

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Automated financial advisory firms based in Australia at a glance

As of Sep 19, 2026

42.1%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

33.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 94 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 automated financial advisory 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 “automated financial advisory 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 automated financial advisory 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 automated financial advisory 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, 291 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 19, 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.

Automated financial advisory firms by metro

Automated financial advisory firms in Sydney31

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 automated financial advisory 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 automated financial advisory firms are there based in Australia?

RevenueBase identified 94 automated financial advisory 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?

Spaceship, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most automated financial advisory firms?

Sydney leads with 31 headquartered companies, followed by Melbourne (19) and Brisbane (5).

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 291 verified decision-maker contacts tracked across these 94 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 19, 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.