Company lists · Data refreshed September 2026

Top 25 Digital wealth management companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 15, 2026 137 companies tracked

RevenueBase identified 137 digital wealth management companies headquartered in Australia as of September 2026 and tracks 3,256 professional contacts across them, including 1,637 with verified work emails. Sydney is the largest hub.

This list covers digital wealth management 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 15, 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 15, 2026 86% judged on-target in blind review

137Companies

3,256Contacts tracked

1,637Verified emails

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The 25 largest digital wealth management companies based in Australia

Ranked by team size

Top 25 of 137 digital wealth management companies based in Australia, ranked by team size, largest first. Data refreshed Sep 15, 2026. RevenueBase Smart Search rates how each company's information relates to digital wealth management 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	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 15, 2026	501-1,000	750 contacts →
	Partial evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 15, 2026
2	Praemium	Indirect evidence	Melbourne, AustraliaHQ checked Sep 15, 2026	201-500	336 contacts →
	Indirect evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 15, 2026
3	Betashares	Partial evidence	Sydney, AustraliaHQ checked Sep 15, 2026	51-200	191 contacts →
	Partial evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 15, 2026
4	STAKE	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	51-200	175 contacts →
	Indirect evidence “Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: RevenueBase Database · checked Sep 15, 2026
5	Infocus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 15, 2026	201-500	119 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 15, 2026
6	Bell Direct	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	51-200	113 contacts →
	Indirect evidence “A part of Bell Financial Group (ASX:BFG), Bell Direct is an online trading platform, designed to make Australians better off.” Source: RevenueBase Database · checked Sep 15, 2026
7	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 15, 2026	51-200	68 contacts →
	Partial evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 15, 2026
8	Centric	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	11-50	65 contacts →
	Indirect evidence “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Source: RevenueBase Database · checked Sep 15, 2026
9	Spaceship	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	51-200	50 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 15, 2026
10	Myprosperity	Partial evidence	Hawthorn, AustraliaHQ checked Sep 15, 2026	11-50	43 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 15, 2026
11	DNR Capital	Partial evidence	Brisbane, AustraliaHQ checked Sep 15, 2026	11-50	38 contacts →
	Partial evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 15, 2026
12	Intralink Wealth Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 15, 2026	11-50	33 contacts →
	Strong evidence “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Source: RevenueBase Database · checked Sep 15, 2026
13	Investsmart Group Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 15, 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 15, 2026
14	Stockspot	Partial evidence	Barangaroo, AustraliaHQ checked Sep 15, 2026	11-50	27 contacts →
	Partial evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 15, 2026
15	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	11-50	25 contacts →
	Indirect evidence “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Source: RevenueBase Database · checked Sep 15, 2026
16	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 15, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 15, 2026
17	CACHE	Partial evidence	Sydney, AustraliaHQ checked Sep 15, 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 15, 2026
18	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 15, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 15, 2026
19	Reach Markets	Indirect evidence	Melbourne, AustraliaHQ checked Sep 15, 2026	11-50	20 contacts →
	Indirect evidence “At Reach Markets, we invest in Australian growth companies with the potential to go global.” Source: RevenueBase Database · checked Sep 15, 2026
20	Rivkin Securities	Partial evidence	Rushcutters Bay, AustraliaHQ checked Sep 15, 2026	11-50	18 contacts →
	Partial evidence “Discover Rivkin, leveraging over 40 years of expertise from the heart of Sydney's Eastern Suburbs, Rivkin stands as your trusted partner in navigating the complexities of wealth…” Source: RevenueBase Database · checked Sep 15, 2026
21	IJ Capital	Strong evidence	Brisbane City, AustraliaHQ checked Sep 15, 2026	11-50	17 contacts →
	Strong evidence “IJ Capital is committed to providing a trustworthy wealth management platform and providing high-quality financial products and services to high net-worth customers and…” Source: RevenueBase Database · checked Sep 15, 2026
22	Human Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	11-50	16 contacts →
	Indirect evidence “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Source: RevenueBase Database · checked Sep 15, 2026
23	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 15, 2026	11-50	15 contacts →
	Partial 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 15, 2026
24	Equity Mates Media	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	1-10	14 contacts →
	Indirect evidence “Every investor needs an Equity Mate.” Source: RevenueBase Database · checked Sep 15, 2026
25	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 15, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 15, 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 wealth management 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 wealth management companies.
Partial evidence: Its own public description names part of digital wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name digital wealth management 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 137 digital wealth management companies based in Australia

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Digital wealth management companies based in Australia at a glance

As of Sep 15, 2026

50.3%Verified-email coverage

23.8Average contacts per company

1-10Median size (employees)

37.2%Largest-city concentration · Sydney

Sep 15, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 137 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 wealth management 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 wealth management 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 wealth management 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 wealth management 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, 1,637 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 15, 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 wealth management companies by metro

Digital wealth management companies in Sydney51

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 wealth management 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 wealth management companies are there based in Australia?

RevenueBase identified 137 digital wealth management 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most digital wealth management companies?

Sydney leads with 51 headquartered companies, followed by Melbourne (24) 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 1,637 verified decision-maker contacts tracked across these 137 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 15, 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.