Company lists · Data refreshed September 2026
Top 25 Automated financial planning software companies based in Australia
RevenueBase identified 71 company matches for automated financial planning software companies associated with Australia as of September 2026 and tracks 787 professional contacts across them, including 366 with verified work emails. Sydney is the largest hub.
This list covers company matches for automated financial planning software companies associated with 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 27, 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 automated financial planning software companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 145 contacts → | ||||
Exact match “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 2 | 141 contacts → | ||||
Exact match “PictureWealth connects more advice to more lives.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 3 | 51 contacts → | ||||
Exact match “Building Australia's most trusted wealth management firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 4 | 48 contacts → | ||||
Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 5 | 43 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “For many Australians, finance and superannuation can often seem confusing.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 7 | 14 contacts → | ||||
Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “We give you the confidence to take control of your life and write the next chapter in YOUR story.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 10 | 12 contacts → | ||||
Exact match “AJ Financial Planning is an innovative and creative Financial Planning firm located in Porter Street, Prahran in Melbourne, Victoria - close to the trendy Greville & Chapel…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 13 | 9 contacts → | ||||
Exact match “Ours is a long history serving the people of Cairns.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Welcome to Burcheart.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 19 | 7 contacts → | ||||
Exact match “Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase | |||||
| 25 | 4 contacts → | ||||
Exact match “Understand MoneyMinds” Recorded in the RevenueBase company graph · Sep 27, 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 “automated financial planning software companies”. 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 71 automated financial planning software companies based in Australia
See the full list, filter by size, metro and specialty, and access 366 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Automated financial planning software companies based in Australia at a glance
As of Sep 27, 2026Companies by employee count
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 71 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 Australia whose business descriptions match “automated financial planning software companies” 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 366 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 27, 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.
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 “automated financial planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many automated financial planning software companies are there based in Australia?
RevenueBase identified 71 company matches for automated financial planning software companies associated with 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?
Planlogic tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most automated financial planning software companies?
Sydney leads with 16 company records, followed by Melbourne (6) and Brisbane (3).
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 366 professional contacts with verified work emails tracked across these 71 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 27, 2026.
Ready to reach these companies? Verified emails and direct dials for all 71 automated financial planning software companies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
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- Automated financial planning software companies based in the United States
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
- Automated financial planning software companies based in Canada
- Automated financial planning software companies based in Germany
- Automated financial planning software companies based in India
- Automated financial planning software companies based in the United Kingdom
- Automated financial planning software companies based in the United States
- AI companies based in Australia
Company intelligence · public preview
Top 25 automated financial planning software companies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 71 matching company records for automated financial planning software companies based in Australia, with 787 tracked contacts and 366 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 27, 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 automated financial planning software companies based in 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 | Planlogicplanlogic.com.au HQ: Chippendale, AustraliaReported employees: 51-200 | Chippendale, Australia | 51-200 | Exact match | 145 contacts → |
“Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Picturewealthpicturewealth.comHQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Direct Wealthdirectwealth.com.au HQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 51 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Midwinter Financial Servicesmidwinter.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 48 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Myprosperitymyprosperity.com.auHQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Honeywell Capitalhoneywellcapital.com.auHQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 18 contacts → |
“For many Australians, finance and superannuation can often seem confusing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Mancell Financial Groupmfg.com.auHQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 14 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Story Wealthstorywealth.com.au HQ: Hawthorn, AustraliaReported employees: 1-10 | Hawthorn, Australia | 1-10 | Exact match | 12 contacts → |
“We give you the confidence to take control of your life and write the next chapter in YOUR story.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adviserlogicmorningstar.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 12 contacts → |
“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | AJ Financial Planningajfp.com.au HQ: AustraliaReported employees: 1-10 | Australia | 1-10 | Exact match | 12 contacts → |
“AJ Financial Planning is an innovative and creative Financial Planning firm located in Porter Street, Prahran in Melbourne, Victoria - close to the trendy Greville & Chapel…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sustainable Life Solutionsslife.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Astutewheelastutewheel.com.auHQ: St Leonards, AustraliaReported employees: 11-50 | St Leonards, Australia | 11-50 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MTP Financialmtpfinancial.com.au HQ: Westcourt, AustraliaReported employees: 11-50 | Westcourt, Australia | 11-50 | Exact match | 9 contacts → |
“Ours is a long history serving the people of Cairns.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Virtual Financial Advicevirtualfinancial.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 9 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Ifactfindifactfind.com.auHQ: Carlton North, AustraliaReported employees: 1-10 | Carlton North, Australia | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Calm Wealth Managementcalmwealth.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 9 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Pure Private Wealthpureprivatewealth.com.au HQ: Pottsville, AustraliaReported employees: 1-10 | Pottsville, Australia | 1-10 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Burcheartburcheart.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Welcome to Burcheart.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Moneysoft AUmoneysoft.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Asendiumasendium.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Portfoliocloudportfoliocloud.comHQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Suitabilityhubsuitabilityhub.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Platformplusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 51-200 | Maroochydore, Australia | 51-200 | Exact match | 4 contacts → |
“We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Paradinoparadino.aiHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moneymindadviceintelligence.com HQ: AustraliaReported employees: 1-10 | Australia | 1-10 | Exact match | 4 contacts → |
“Understand MoneyMinds” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 71 company matches
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Automated financial planning software companies: dataset insights
September 27, 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
71 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 71 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 27, 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 ↗
Questions about this company list
What does Exact match mean for automated financial planning software companies?
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 automated financial planning software companies did RevenueBase find based in Australia?
The saved snapshot records 71 matching company records, 787 tracked contacts and 366 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 27, 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
Automated financial planning software companies by geography
- Automated financial planning software companies based in Canada
- Automated financial planning software companies based in Germany
- Automated financial planning software companies based in India
- Automated financial planning software companies based in the United Kingdom
- Automated financial planning software companies based in the United States
Cite this list
RevenueBase Data Team. Top 25 automated financial planning software companies based in Australia. Snapshot: September 27, 2026. https://revenuebase.ai/companies/automated-financial-planning-software-companies/australia.
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
- Automated financial planning software companies based in Canada
- Automated financial planning software companies based in Germany
- Automated financial planning software companies based in India
- Automated financial planning software companies based in the United Kingdom
- Automated financial planning software companies based in the United States
- AI companies based in Australia
Company intelligence · public preview
Top 25 automated financial planning software companies based in Australia
RevenueBase records 71 matching company records for automated financial planning software companies based in Australia, with 787 tracked contacts and 366 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 27, 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 automated financial planning software companies based in 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 | Planlogicplanlogic.com.au HQ: Chippendale, AustraliaReported employees: 51-200 | Chippendale, Australia | 51-200 | Exact match | 145 contacts → |
“Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Picturewealthpicturewealth.com HQ: Perth, AustraliaReported employees: 51-200 | Perth, Australia | 51-200 | Exact match | 141 contacts → |
“PictureWealth connects more advice to more lives.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Direct Wealthdirectwealth.com.au HQ: Milton, AustraliaReported employees: 51-200 | Milton, Australia | 51-200 | Exact match | 51 contacts → |
“Building Australia's most trusted wealth management firm.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Midwinter Financial Servicesmidwinter.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 48 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Myprosperitymyprosperity.com.au HQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Honeywell Capitalhoneywellcapital.com.au HQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 18 contacts → |
“For many Australians, finance and superannuation can often seem confusing.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Mancell Financial Groupmfg.com.au HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 14 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Story Wealthstorywealth.com.au HQ: Hawthorn, AustraliaReported employees: 1-10 | Hawthorn, Australia | 1-10 | Exact match | 12 contacts → |
“We give you the confidence to take control of your life and write the next chapter in YOUR story.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Adviserlogicmorningstar.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 12 contacts → |
“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | AJ Financial Planningajfp.com.au HQ: AustraliaReported employees: 1-10 | Australia | 1-10 | Exact match | 12 contacts → |
“AJ Financial Planning is an innovative and creative Financial Planning firm located in Porter Street, Prahran in Melbourne, Victoria - close to the trendy Greville & Chapel…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sustainable Life Solutionsslife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Astutewheelastutewheel.com.au HQ: St Leonards, AustraliaReported employees: 11-50 | St Leonards, Australia | 11-50 | Exact match | 10 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | MTP Financialmtpfinancial.com.au HQ: Westcourt, AustraliaReported employees: 11-50 | Westcourt, Australia | 11-50 | Exact match | 9 contacts → |
“Ours is a long history serving the people of Cairns.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Virtual Financial Advicevirtualfinancial.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 9 contacts → |
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ifactfindifactfind.com.au HQ: Carlton North, AustraliaReported employees: 1-10 | Carlton North, Australia | 1-10 | Exact match | 9 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Calm Wealth Managementcalmwealth.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 9 contacts → |
“At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Pure Private Wealthpureprivatewealth.com.au HQ: Pottsville, AustraliaReported employees: 1-10 | Pottsville, Australia | 1-10 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Burcheartburcheart.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Welcome to Burcheart.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Moneysoft AUmoneysoft.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Asendiumasendium.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Portfoliocloudportfoliocloud.com HQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Suitabilityhubsuitabilityhub.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Platformplusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 51-200 | Maroochydore, Australia | 51-200 | Exact match | 4 contacts → |
“We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Paradinoparadino.ai HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 4 contacts → |
“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…” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Moneymindadviceintelligence.com HQ: AustraliaReported employees: 1-10 | Australia | 1-10 | Exact match | 4 contacts → |
“Understand MoneyMinds” Recorded description excerpt · September 27, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 71 company matches
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Automated financial planning software companies: dataset insights
September 27, 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
71 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 worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 71 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 27, 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 ↗
Questions about this company list
What does Exact match mean for automated financial planning software companies?
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 automated financial planning software companies did RevenueBase find based in Australia?
The saved snapshot records 71 matching company records, 787 tracked contacts and 366 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 27, 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.
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Cite this list
RevenueBase Data Team. Top 25 automated financial planning software companies based in Australia. Snapshot: September 27, 2026. https://revenuebase.ai/companies/automated-financial-planning-software-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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