Company lists · Data refreshed September 2026

Top 25 Automated financial planning platforms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 79 companies tracked

RevenueBase identified 79 automated financial planning platforms headquartered in Australia as of September 2026 and tracks 1,789 professional contacts across them, including 1,094 with verified work emails. Sydney is the largest hub.

This list covers automated financial planning platforms headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

79Companies

1,789Contacts tracked

1,094Verified emails

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The 25 largest automated financial planning platforms based in Australia

Ranked by team size

Top 25 of 79 automated financial planning platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to automated financial planning platforms: 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	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 27, 2026
2	Planlogic	Strong evidence	Chippendale, AustraliaHQ checked Sep 27, 2026	51-200	145 contacts →
	Strong evidence “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Source: RevenueBase Database · checked Sep 27, 2026
3	Picturewealth	Indirect evidence	Perth, AustraliaHQ checked Sep 27, 2026	51-200	141 contacts →
	Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 27, 2026
4	Infocus	Partial evidence	Maroochydore, AustraliaHQ checked Sep 27, 2026	201-500	119 contacts →
	Partial evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 27, 2026
5	DASH	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	106 contacts →
	Partial evidence “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Source: RevenueBase Database · checked Sep 27, 2026
6	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 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 27, 2026
7	Myprosperity	Strong evidence	Hawthorn, AustraliaHQ checked Sep 27, 2026	11-50	43 contacts →
	Strong evidence “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Source: RevenueBase Database · checked Sep 27, 2026
8	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 27, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 27, 2026
9	Elemnta	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	25 contacts →
	Partial evidence “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Source: RevenueBase Database · checked Sep 27, 2026
10	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 27, 2026
11	MODLR	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	18 contacts →
	Indirect evidence “MODLR, short for Modeler, is the world's first Multidimensional Collaborative Spreadsheet.” Source: RevenueBase Database · checked Sep 27, 2026
12	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 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 27, 2026
13	Adviserlogic	Strong evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	12 contacts →
	Strong evidence “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: RevenueBase Database · checked Sep 27, 2026
14	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 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 27, 2026
15	Share Wealth Systems	Partial evidence	Cheltenham, AustraliaHQ checked Sep 27, 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 27, 2026
16	Astutewheel	Strong evidence	St Leonards, AustraliaHQ checked Sep 27, 2026	11-50	10 contacts →
	Strong evidence “AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Source: RevenueBase Database · checked Sep 27, 2026
17	Virtual Financial Advice	Partial evidence	Brisbane, AustraliaHQ checked Sep 27, 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 27, 2026
18	Ifactfind	Partial evidence	Carlton North, AustraliaHQ checked Sep 27, 2026	1-10	9 contacts →
	Partial evidence “Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Source: RevenueBase Database · checked Sep 27, 2026
19	Jazoodle	Strong evidence	Wyong, AustraliaHQ checked Sep 27, 2026	1-10	9 contacts →
	Strong evidence “Jazoodle is an Australian company focused on creating platforms that improve financial decision-making.” Source: RevenueBase Database · checked Sep 27, 2026
20	Burcheart	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “Welcome to Burcheart.” Source: RevenueBase Database · checked Sep 27, 2026
21	Moneysoft AU	Strong evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	7 contacts →
	Strong evidence “Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Source: RevenueBase Database · checked Sep 27, 2026
22	Asendium	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	7 contacts →
	Indirect evidence “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Source: RevenueBase Database · checked Sep 27, 2026
23	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 27, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 27, 2026
24	Suitabilityhub	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Source: RevenueBase Database · checked Sep 27, 2026
25	Paradino	Strong evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	4 contacts →
	Strong evidence “Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Source: RevenueBase Database · checked Sep 27, 2026

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 planning platforms. 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 planning platforms.
Partial evidence: Its own public description names part of automated financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated financial planning platforms. 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 79 automated financial planning platforms based in Australia

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Automated financial planning platforms based in Australia at a glance

As of Sep 27, 2026

61.2%Verified-email coverage

22.6Average contacts per company

1-10Median size (employees)

38.0%Largest-city concentration · Sydney

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 79 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 planning platforms, 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 planning platforms”. 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 planning platforms), 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 planning platforms, 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, 1,094 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Automated financial planning platforms by metro

Automated financial planning platforms in Sydney30

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 planning platforms, 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 planning platforms are there based in Australia?

RevenueBase identified 79 automated financial planning platforms 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most automated financial planning platforms?

Sydney leads with 30 headquartered companies, followed by Melbourne (12) and Brisbane (3).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,094 verified decision-maker contacts tracked across these 79 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.