Company lists · Data refreshed September 2026

Top 18 Behavioral finance platforms based in Australia

RevenueBase identified 35 behavioral finance platforms headquartered in Australia as of September 2026 and tracks 234 professional contacts across them, including 62 with verified work emails. Sydney is the largest hub.

This list covers behavioral finance 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
35Companies
234Contacts tracked
62Verified emails
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The 18 largest behavioral finance platforms based in Australia

Ranked by team size
Top 18 of 35 behavioral finance 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 behavioral finance 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceSurry Hills, AustraliaHQ checked Sep 14, 202611-5043 contacts →

Indirect evidence

“At Simply Wall St, we help retail investors make smarter, more confident investment decisions.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceSydney, AustraliaHQ checked Sep 14, 202651-20024 contacts →

Partial evidence

“HALO Technologies is the advisor platform for modern digital wealth management.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceSydney, AustraliaHQ checked Sep 14, 202611-5012 contacts →

Strong 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 14, 2026
4Partial evidenceSydney, AustraliaHQ checked Sep 14, 20261-1012 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 14, 2026
5Partial evidenceCheltenham, AustraliaHQ checked Sep 14, 202611-5011 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
6Strong evidenceWyong, AustraliaHQ checked Sep 14, 20261-109 contacts →

Strong evidence

“Jazoodle is an Australian company focused on creating platforms that improve financial decision-making.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceSouth Melbourne, AustraliaHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-106 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 14, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“PsyQuation provides quantitative and behavioural analytic solutions for the broker and trader community.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceSydney, AustraliaHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Active personalisation is the new active investing.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidencePerth, AustraliaHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“We've been building online trading platforms in Australia for 20 years, with a focus on empowering businesses with access to leading data and tools.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 202611-504 contacts →

Indirect evidence

“Professional‑grade investing made personal, flexible and easy to understand.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceSydney, AustraliaHQ checked Sep 14, 202611-503 contacts →

Indirect evidence

“At Zovanti, our mission is simple.”

Source: RevenueBase Database · checked Sep 14, 2026
14Partial evidencePyrmont, AustraliaHQ checked Sep 14, 20261-102 contacts →

Partial evidence

“Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…”

Source: RevenueBase Database · checked Sep 14, 2026
15Strong evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceSydney, AustraliaHQ checked Sep 14, 202611-501 contacts →

Partial evidence

“CashDeck works with financial planners, mortgage brokers, accountants and bookkeepers to create effortless client engagement strategies.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Investor DNA® - The Science of Investor Behaviour.”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceMelbourne, AustraliaHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 35 behavioral finance platforms based in Australia

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Behavioral finance platforms based in Australia at a glance

As of Sep 14, 2026
26.5%Verified-email coverage
6.7Average contacts per company
1-10Median size (employees)
34.3%Largest-city concentration · Sydney
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
11
51-200
4

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 35 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 behavioral finance 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 “behavioral finance 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 behavioral finance 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 behavioral finance 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, 62 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.

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 behavioral finance 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 behavioral finance platforms are there based in Australia?

RevenueBase identified 35 behavioral finance 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?

Simply Wall ST, headquartered in Surry Hills, tops this list with the largest team on record.

Which city has the most behavioral finance platforms?

Sydney leads with 12 headquartered companies, followed by Melbourne (10) and Brisbane (2).

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 62 verified decision-maker contacts tracked across these 35 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.