Company lists · Data refreshed September 2026

Top 25 CRM software developers for financial advisors based in Australia

Name: CRM software developers for financial advisors based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 44 companies tracked

RevenueBase identified 44 CRM software developers for financial advisors headquartered in Australia as of September 2026 and tracks 441 professional contacts across them, including 229 with verified work emails. Sydney is the largest hub.

This list covers CRM software developers for financial advisors 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

44Companies

441Contacts tracked

229Verified emails

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The 25 largest CRM software developers for financial advisors based in Australia

Ranked by team size

Top 25 of 44 CRM software developers for financial advisors 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 CRM software developers for financial advisors: 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	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
2	Midwinter Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	48 contacts →
	Strong 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
3	Salestrekker	Partial evidence	Sydney, AustraliaHQ checked Sep 27, 2026	51-200	44 contacts →
	Partial evidence “Salestrekker is the powerhouse group behind Salestrekker 2.0, Premium, Bundle and Basetrekker - a Salestrekker 2.0-based suite of tools designed to boost CRM solutions for…” Source: RevenueBase Database · checked Sep 27, 2026
4	Opex Consulting PTY LTD	Partial evidence	Adelaide, AustraliaHQ checked Sep 27, 2026	11-50	21 contacts →
	Partial evidence “For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.” Source: RevenueBase Database · checked Sep 27, 2026
5	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
6	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
7	Accent Software PTY LTD	Strong evidence	Wyong, AustraliaHQ checked Sep 27, 2026	11-50	10 contacts →
	Strong evidence “Accent Software is one Australia’s fastest growing CRM software companies.” Source: RevenueBase Database · checked Sep 27, 2026
8	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
9	Ifactfind	Strong evidence	Carlton North, AustraliaHQ checked Sep 27, 2026	1-10	9 contacts →
	Strong 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
10	Advice Revolution	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	11-50	7 contacts →
	Indirect evidence “Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.” Source: RevenueBase Database · checked Sep 27, 2026
11	Client Sense	Indirect evidence	Brisbane City, AustraliaHQ checked Sep 27, 2026	11-50	6 contacts →
	Indirect evidence “Client Sense is a zero-data entry Client Intelligence and Relationship Management solution specifically designed for Professional Services firms.” Source: RevenueBase Database · checked Sep 27, 2026
12	Enzumo	Indirect evidence	Toowong, AustraliaHQ checked Sep 27, 2026	11-50	5 contacts →
	Indirect evidence “The team at Enzumo is the largest and most experienced independent advice technology consulting group in Australia, providing customisation and support across the country.” Source: RevenueBase Database · checked Sep 27, 2026
13	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
14	GL Computing	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	5 contacts →
	Indirect evidence “GL Computing helps Small and Medium businesses make better returns through building and maintaining the business relationships with contacts and companies.” Source: RevenueBase Database · checked Sep 27, 2026
15	Platformplus	Partial evidence	Maroochydore, AustraliaHQ checked Sep 27, 2026	51-200	4 contacts →
	Partial evidence “We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Source: RevenueBase Database · checked Sep 27, 2026
16	Total CRM	Strong evidence	Doncaster East, AustraliaHQ checked Sep 27, 2026	1-10	4 contacts →
	Strong evidence “Total CRM is a Melbourne-based consultancy firm who have been working with CRM software since 1996.” Source: RevenueBase Database · checked Sep 27, 2026
17	Simply Advice Websites	Partial evidence	Brisbane, AustraliaHQ checked Sep 27, 2026	1-10	4 contacts →
	Partial evidence “We transform the complex world of financial advice into sleek, user-friendly websites that look great and perform exceptionally.” Source: RevenueBase Database · checked Sep 27, 2026
18	Ostral PTY LTD	Indirect evidence	Manly, AustraliaHQ checked Sep 27, 2026	1-10	4 contacts →
	Indirect evidence “Ostral Pty Ltd, an Australian company founded in Sydney by Philippe Soria (2006).” Source: RevenueBase Database · checked Sep 27, 2026
19	XEPPO	Strong evidence	Adelaide, AustraliaHQ checked Sep 27, 2026	11-50	2 contacts →
	Strong evidence “Xeppo is a world-first tool for financial advisors, business advisors and accountants.” Source: RevenueBase Database · checked Sep 27, 2026
20	ADVSR	Strong evidence	St Kilda, AustraliaHQ checked Sep 27, 2026	11-50	2 contacts →
	Strong evidence “Advsr is the only software on the market that manages and automates commissions and compliance for Dealer Groups and Financial Advisors.” Source: RevenueBase Database · checked Sep 27, 2026
21	Fincast	Partial evidence	Pyrmont, AustraliaHQ checked Sep 27, 2026	1-10	2 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 27, 2026
22	GSA	Indirect evidence	Sydney, AustraliaHQ checked Sep 27, 2026	1-10	2 contacts →
	Indirect evidence “MOST FIRMS HIT THE SAME WALL: You want to grow.” Source: RevenueBase Database · checked Sep 27, 2026
23	Otto Digital PTY LTD	Strong evidence	Southbank, AustraliaHQ checked Sep 27, 2026	11-50	1 contacts →
	Strong evidence “We're not your average software developers.nor do we ever want to be!” Source: RevenueBase Database · checked Sep 27, 2026
24	Profiler	Indirect evidence	Perth, AustraliaHQ checked Sep 27, 2026	1-10	1 contacts →
	Indirect evidence “Development and Support of the Profiler Customer Relationship System” Source: RevenueBase Database · checked Sep 27, 2026
25	Brite NSW	Indirect evidence	Wollongong, AustraliaHQ checked Sep 27, 2026	1-10	1 contacts →
	Indirect evidence 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: CRM software developers for financial advisors. 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 CRM software developers for financial advisors.
Partial evidence: Its own public description names part of CRM software developers for financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name CRM software developers for financial advisors. 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 44 CRM software developers for financial advisors based in Australia

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CRM software developers for financial advisors based in Australia at a glance

As of Sep 27, 2026

51.9%Verified-email coverage

10.0Average contacts per company

1-10Median size (employees)

22.7%Largest-city concentration · Sydney

Sep 27, 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 44 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 CRM software developers for financial advisors, 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 “CRM software developers for financial advisors”. 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 CRM software developers for financial advisors), 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 CRM software developers for financial advisors, 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, 229 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.

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 CRM software developers for financial advisors, 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 CRM software developers for financial advisors are there based in Australia?

RevenueBase identified 44 CRM software developers for financial advisors 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?

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

Which city has the most CRM software developers for financial advisors?

Sydney leads with 10 headquartered companies, followed by Melbourne (4) and Adelaide (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 229 verified decision-maker contacts tracked across these 44 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.