Company lists · Data refreshed September 2026

Top 25 Automated investment platforms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 60 companies tracked

RevenueBase identified 60 automated investment platforms headquartered in Australia as of September 2026 and tracks 621 professional contacts across them, including 228 with verified work emails. Sydney is the largest hub.

This list covers automated investment 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 14, 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 14, 2026 86% judged on-target in blind review

60Companies

621Contacts tracked

228Verified emails

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The 25 largest automated investment platforms based in Australia

Ranked by team size

Top 25 of 60 automated investment platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to automated investment 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	STAKE	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	51-200	175 contacts →
	Partial evidence “Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: RevenueBase Database · checked Sep 14, 2026
2	Raiz Invest	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	60 contacts →
	Partial evidence “Raiz Invest is a first of its kind Australian, micro-investing platform that allows you to invest your spare change from everyday purchases.” Source: RevenueBase Database · checked Sep 14, 2026
3	Spaceship	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	51-200	50 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 14, 2026
4	Investsmart Group Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
5	Stockspot	Partial evidence	Barangaroo, AustraliaHQ checked Sep 14, 2026	11-50	27 contacts →
	Partial evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 14, 2026
6	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
7	CACHE	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	23 contacts →
	Partial 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 14, 2026
8	Openinvest	Strong evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	11-50	15 contacts →
	Strong evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 14, 2026
9	Bamboo	Partial evidence	Perth, AustraliaHQ checked Sep 14, 2026	11-50	14 contacts →
	Partial evidence “Bamboo is the app that makes tiny investments into crypto & precious metals every time you spend money.” Source: RevenueBase Database · checked Sep 14, 2026
10	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 14, 2026
11	Implemented Portfolios	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 14, 2026
12	Share Wealth Systems	Partial evidence	Cheltenham, AustraliaHQ checked Sep 14, 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 14, 2026
13	Lensell	Strong evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 14, 2026
14	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 14, 2026
15	Kpi-Ai	Indirect evidence	Brisbane, AustraliaHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Source: RevenueBase Database · checked Sep 14, 2026
16	Jaaims	Indirect evidence	Surry Hills, AustraliaHQ checked Sep 14, 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 14, 2026
17	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 14, 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 14, 2026
18	DLSM	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “DLSM leverages the latest technology to provide retail investors with a convenient and cost-effective platform to invest in global markets, offering a comprehensive range of…” Source: RevenueBase Database · checked Sep 14, 2026
19	M3 Investment Group	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Source: RevenueBase Database · checked Sep 14, 2026
20	Paradino	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
21	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 14, 2026
22	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 14, 2026
23	Macrovue	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	4 contacts →
	Partial evidence “Macrovue is an Australian online stockbroker and is part of the Australian Amalgamated Investment Group (aaig).” Source: RevenueBase Database · checked Sep 14, 2026
24	Emerald Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Emerald Financial was founded by a team of experienced financial advisers who wanted to give clients simple, low cost portfolio options.” Source: RevenueBase Database · checked Sep 14, 2026
25	halalstocks.co	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Halalstocks is an auto-investment platform empowering Muslims to grow their wealth with high-performance strategies aligned to their values.” Source: RevenueBase Database · checked Sep 14, 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 investment 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 investment platforms.
Partial evidence: Its own public description names part of automated investment platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name automated investment 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 60 automated investment platforms based in Australia

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Automated investment platforms based in Australia at a glance

As of Sep 14, 2026

36.7%Verified-email coverage

10.3Average contacts per company

1-10Median size (employees)

46.7%Largest-city concentration · Sydney

Sep 14, 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 60 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 investment 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 investment 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 investment 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 investment 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, 228 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 14, 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 investment platforms by metro

Automated investment platforms in Sydney28

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 investment 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 investment platforms are there based in Australia?

RevenueBase identified 60 automated investment 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?

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

Which city has the most automated investment platforms?

Sydney leads with 28 headquartered companies, followed by Melbourne (10) 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 228 verified decision-maker contacts tracked across these 60 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 14, 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.