Company lists · Data refreshed September 2026

Top 25 Embedded wealth management platforms based in Sydney, Australia

Name: Embedded wealth management platforms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 146 companies tracked

RevenueBase identified 146 embedded wealth management platforms headquartered in Sydney, Australia as of September 2026 and tracks 3,847 professional contacts across them, including 2,179 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers embedded wealth management platforms headquartered in Sydney, 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 28, 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 28, 2026 86% judged on-target in blind review

146Companies

3,847Contacts tracked

2,179Verified emails

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The 25 largest embedded wealth management platforms based in Sydney, Australia

Ranked by team size

Top 25 of 146 embedded wealth management platforms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to embedded wealth management 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	Hub24 Limited	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Strong 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 28, 2026
2	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 28, 2026
3	GBST	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	201-500	519 contacts →
	Strong evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 28, 2026
4	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 28, 2026
5	COUNT	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	147 contacts →
	Partial evidence “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Source: RevenueBase Database · checked Sep 28, 2026
6	Koda Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	144 contacts →
	Strong evidence “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Source: RevenueBase Database · checked Sep 28, 2026
7	Fiducian Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	142 contacts →
	Strong evidence “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Source: RevenueBase Database · checked Sep 28, 2026
8	DASH	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
9	Milestone Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	105 contacts →
	Indirect evidence “Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…” Source: RevenueBase Database · checked Sep 28, 2026
10	Mason Stevens	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	68 contacts →
	Strong 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 28, 2026
11	Centric	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	65 contacts →
	Partial 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 28, 2026
12	Lipman Burgon & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	37 contacts →
	Strong evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 28, 2026
13	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
14	Providence Wealth Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 28, 2026
15	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
16	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect 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 28, 2026
17	QI Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “Qi Wealth is a leading financial services company based in Sydney.” Source: RevenueBase Database · checked Sep 28, 2026
18	AL Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “Founded in 2018, AL Capital is an asset management platform investing in both fixed income and equities across public and private markets.” Source: RevenueBase Database · checked Sep 28, 2026
19	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 28, 2026
20	Integral Private Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 28, 2026
21	Diamond Blue Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 28, 2026
22	Human Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
23	Stropro	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “Stropro is a leading investment platform specialising in institutional-grade structured investments for wealth professionals.” Source: RevenueBase Database · checked Sep 28, 2026
24	Alpine Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “Alpine Capital brings together highly credentialed financial services professionals with significant experience in Corporate Finance, Institutional Broking and Wealth Management…” Source: RevenueBase Database · checked Sep 28, 2026
25	Woodbury Private	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “At Woodbury, we help people address the challenges of creating, protecting and transferring wealth by using the best of breed solutions.” Source: RevenueBase Database · checked Sep 28, 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: embedded wealth management 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 embedded wealth management platforms.
Partial evidence: Its own public description names part of embedded wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name embedded wealth management 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 146 embedded wealth management platforms based in Sydney, Australia

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Embedded wealth management platforms based in Sydney, Australia at a glance

As of Sep 28, 2026

56.6%Verified-email coverage

26.3Average contacts per company

1-10Median size (employees)

Sep 28, 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 across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 146 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 embedded wealth management 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 Sydney, Australia whose own description of what they do matches “embedded wealth management 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 embedded wealth management 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 embedded wealth management platforms, and records with no verified work email. Companies headquartered outside Sydney 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, 2,179 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 28, 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.

Embedded wealth management platforms by metro in Australia

Embedded wealth management platforms in Melbourne79

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 embedded wealth management 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 embedded wealth management platforms are there based in Sydney, Australia?

RevenueBase identified 146 embedded wealth management platforms headquartered in Sydney, 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 in Australia has the most embedded wealth management platforms?

Sydney leads Australia with 146 headquartered companies, followed by Melbourne (79) and Brisbane (18).

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 2,179 verified decision-maker contacts tracked across these 146 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 28, 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.