Company lists · Data refreshed September 2026

Top 25 Digital financial advisory companies based in Australia

Name: Digital financial advisory companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 203 companies tracked

RevenueBase identified 203 digital financial advisory companies headquartered in Australia as of September 2026 and tracks 1,566 professional contacts across them, including 777 with verified work emails. Sydney is the largest hub.

This list covers digital financial advisory companies 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 19, 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 19, 2026 86% judged on-target in blind review

203Companies

1,566Contacts tracked

777Verified emails

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The 25 largest digital financial advisory companies based in Australia

Ranked by team size

Top 25 of 203 digital financial advisory companies based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to digital financial advisory companies: 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	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 19, 2026
2	Spaceship	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	50 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 19, 2026
3	Nestworth	Indirect evidence	Fortitude Valley, AustraliaHQ checked Sep 19, 2026	51-200	36 contacts →
	Indirect evidence “At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Source: RevenueBase Database · checked Sep 19, 2026
4	Investsmart Group Limited	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Strong evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 19, 2026
5	Treysta Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Partial evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 19, 2026
6	Yarra Lane	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	31 contacts →
	Partial evidence “Our vision is to transform how people engage with financial services, throughout their life stages.” Source: RevenueBase Database · checked Sep 19, 2026
7	Primeadvisory	Indirect evidence	Chatswood, AustraliaHQ checked Sep 19, 2026	11-50	28 contacts →
	Indirect evidence “We partner with businesses and people who want to get more out of life.” Source: RevenueBase Database · checked Sep 19, 2026
8	Stockspot	Partial evidence	Barangaroo, AustraliaHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 19, 2026
9	Quantiphy	Partial evidence	Bondi Junction, AustraliaHQ checked Sep 19, 2026	11-50	25 contacts →
	Partial evidence “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
10	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 19, 2026
11	Clear SKY Financial Planning	Partial evidence	Bundall, AustraliaHQ checked Sep 19, 2026	51-200	23 contacts →
	Partial evidence “At Clear Sky Financial, we're committed to providing everyday Australians with expert financial advice that's both understandable and trustworthy.” Source: RevenueBase Database · checked Sep 19, 2026
12	Dmca Advisory	Partial evidence	Dulwich, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Source: RevenueBase Database · checked Sep 19, 2026
13	Vista Financial Group	Partial evidence	Beaumaris, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 19, 2026
14	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 19, 2026
15	Nugents Group	Indirect evidence	Southbank, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect evidence “Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Source: RevenueBase Database · checked Sep 19, 2026
16	Coral Coast Financial Services	Partial evidence	Cairns, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “At Coral Coast Financial Services, our passion is to help people achieve their idea of Financial Freedom.” Source: RevenueBase Database · checked Sep 19, 2026
17	Ryker Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Strong evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 19, 2026
18	Custodian Financial Group	Partial evidence	Barton, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Source: RevenueBase Database · checked Sep 19, 2026
19	Dobbrick Financial Services	Partial evidence	Gympie, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Source: RevenueBase Database · checked Sep 19, 2026
20	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
21	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 19, 2026
22	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
23	Morgans Financial Brighton	Partial evidence	Brighton, AustraliaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Morgans Financial Brighton was established in 2003 and has grown over the years to become an industry leader in providing high quality investment advice to our diverse range of…” Source: RevenueBase Database · checked Sep 19, 2026
24	Gamma Wealth Group	Partial evidence	Broadbeach, AustraliaHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Gamma Wealth Group is an independently owned financial advice firm committed to delivering personalised investment and portfolio management services.” Source: RevenueBase Database · checked Sep 19, 2026
25	Virtual Financial Advice	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	9 contacts →
	Partial evidence “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Source: RevenueBase Database · checked Sep 19, 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: digital financial advisory companies. 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 digital financial advisory companies.
Partial evidence: Its own public description names part of digital financial advisory companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital financial advisory companies. 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 203 digital financial advisory companies based in Australia

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Digital financial advisory companies based in Australia at a glance

As of Sep 19, 2026

49.6%Verified-email coverage

7.7Average contacts per company

1-10Median size (employees)

16.3%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

138

11-50

51-200

201-500

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 203 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 digital financial advisory companies, 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 “digital financial advisory companies”. 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 digital financial advisory companies), 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 digital financial advisory companies, 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, 777 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 19, 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.

Digital financial advisory companies by metro

Digital financial advisory companies in Sydney33

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 digital financial advisory companies, 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 digital financial advisory companies are there based in Australia?

RevenueBase identified 203 digital financial advisory companies 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?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most digital financial advisory companies?

Sydney leads with 33 headquartered companies, followed by Melbourne (18) and Brisbane (7).

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 777 verified decision-maker contacts tracked across these 203 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 19, 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.