Company lists · Data refreshed October 2026
Top 25 Employee-owned financial services based in Australia
RevenueBase identified 428 company matches for employee-owned financial services associated with Australia as of October 2026 and tracks 6,768 professional contacts across them, including 2,993 with verified work emails. Sydney is the largest hub.
This list covers company matches for employee-owned financial services associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 12, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 25 largest employee-owned financial services based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 794 contacts → | ||||
Exact match “Through the merging of People's Choice and Heritage Bank, a new larger mutual bank has arrived.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 700 contacts → | ||||
Exact match “We are customer owned and put our customers first.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 593 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 418 contacts → | ||||
Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 325 contacts → | ||||
Exact match “For over 75 years, we’ve been putting our customers first, and today we look after the financial and insurance needs of over Australians.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 231 contacts → | ||||
Exact match “PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 181 contacts → | ||||
Exact match “At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 128 contacts → | ||||
Exact match “Established in 1840, we were Australia’s first member-owned wellbeing company, delivering health, wealth and care services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 99 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 97 contacts → | ||||
Exact match “From a briefcase to a trusted customer-owned bank, Gateway has come a long way in over 60 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 82 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 81 contacts → | ||||
Exact match “At Summerland Bank, we're redefining what it means to be a bank.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 68 contacts → | ||||
Exact match “Australian Financial Planning Group (AFPG) is a privately owned, leading Australian financial services company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 66 contacts → | ||||
Exact match “For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 63 contacts → | ||||
Exact match “Unity Bank is a member owned bank that has been standing with our members since 1959.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 44 contacts → | ||||
Exact match “Helping our members achieve life-long financial peace of mind.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 39 contacts → | ||||
Exact match “At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 39 contacts → | ||||
Exact match “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 37 contacts → | ||||
Exact match “Since 1959, G&C Mutual Bank has been committed to servicing the needs of government employees and the regional communities within which it operates.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 34 contacts → | ||||
Exact match “Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 34 contacts → | ||||
Exact match “Horizon Bank has been putting people first since 1964.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 34 contacts → | ||||
Exact match “Maritime, Mining & Power Credit Union (MMPCU) is a member-owned co-operative that has been operating since 1970, serving the needs of its members and their families Australia wide.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 33 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 29 contacts → | ||||
Exact match “We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “Life.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “employee-owned financial services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 428 employee-owned financial services based in Australia
See the full list, filter by size, metro and specialty, and access 2,993 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Employee-owned financial services based in Australia at a glance
As of Oct 12, 2026Companies by employee count
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 428 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “employee-owned financial services” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 2,993 professional contacts with verified work emails across the full matched dataset. 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 October 12, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Employee-owned financial services by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many employee-owned financial services are there based in Australia?
RevenueBase identified 428 company matches for employee-owned financial services associated with Australia as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
People First Bank tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most employee-owned financial services?
Sydney leads with 70 company records, followed by Melbourne (41) and Adelaide (13).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,993 professional contacts with verified work emails tracked across these 428 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 428 employee-owned financial services based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
- Employee-owned financial services based in Paris, France
- Employee-owned financial services based in Bangalore, India
- Employee-owned financial services based in Mumbai, India
- Employee-owned financial services based in Pune, India
- Employee-owned financial services based in London, United Kingdom
- Employee-owned financial services based in Atlanta, United States
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 SmartSearch, 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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
Company intelligence · public preview
Top 25 employee-owned financial services based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 428 matching company records for employee-owned financial services based in Australia, with 6,768 tracked contacts and 2,993 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 employee-owned financial services based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  People First Bankpeoplefirstbank.com.auHQ: Adelaide, AustraliaReported employees: 1,001-5,000 | Adelaide, Australia | 1,001-5,000 | Exact match | 794 contacts → |
“Through the merging of People's Choice and Heritage Bank, a new larger mutual bank has arrived.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Newcastle Permanentnewcastlepermanent.com.auHQ: Newcastle West, AustraliaReported employees: 501-1,000 | Newcastle West, Australia | 501-1,000 | Exact match | 700 contacts → |
“We are customer owned and put our customers first.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 593 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 418 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | CUAgreatsouthernbank.com.au HQ: Brisbane, AustraliaReported employees: 1,001-5,000 | Brisbane, Australia | 1,001-5,000 | Exact match | 325 contacts → |
“For over 75 years, we’ve been putting our customers first, and today we look after the financial and insurance needs of over Australians.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PSK Private Wealthpsk.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 231 contacts → |
“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Bridges Financial Servicesbridges.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 181 contacts → |
“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Australian Unity Wealthaustralianunity.com.auHQ: Melbourne, AustraliaReported employees: 5,001-10,000 | Melbourne, Australia | 5,001-10,000 | Exact match | 128 contacts → |
“Established in 1840, we were Australia’s first member-owned wellbeing company, delivering health, wealth and care services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 99 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Gateway Bankgatewaybank.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 97 contacts → |
“From a briefcase to a trusted customer-owned bank, Gateway has come a long way in over 60 years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Police Bankpolicecu.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 82 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 |  Summerland Banksummerland.com.auHQ: Northern Rivers, AustraliaReported employees: 51-200 | Northern Rivers, Australia | 51-200 | Exact match | 81 contacts → |
“At Summerland Bank, we're redefining what it means to be a bank.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  AFPGafpg.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Australian Financial Planning Group (AFPG) is a privately owned, leading Australian financial services company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Forsythsforsyths.com.auHQ: Tamworth, AustraliaReported employees: 51-200 | Tamworth, Australia | 51-200 | Exact match | 66 contacts → |
“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Unity Bank Limitedunity.bankHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 63 contacts → |
“Unity Bank is a member owned bank that has been standing with our members since 1959.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Catholic Supercsf.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 44 contacts → |
“Helping our members achieve life-long financial peace of mind.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Integro Private Wealthintegrowealth.com.auHQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 39 contacts → |
“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  DNR Capitaldnrcapital.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 39 contacts → |
“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | G&c Mutual Bankgcmutual.bank HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 37 contacts → |
“Since 1959, G&C Mutual Bank has been committed to servicing the needs of government employees and the regional communities within which it operates.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Stonehouse Wealth Managementstonehousegroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 34 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Horizon Bank - Australiahorizonbank.com.auHQ: Wollongong, AustraliaReported employees: 51-200 | Wollongong, Australia | 51-200 | Exact match | 34 contacts → |
“Horizon Bank has been putting people first since 1964.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Unity Bankmmpcu.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 34 contacts → |
“Maritime, Mining & Power Credit Union (MMPCU) is a member-owned co-operative that has been operating since 1970, serving the needs of its members and their families Australia wide.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Treysta Wealthtreystawealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 33 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  People & Partnerspeopleandpartners.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Foresters Financialforestersfinancial.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 29 contacts → |
“Life.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 428 company matches
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Employee-owned financial services: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
424 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 428 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Employee-owned financial services by metro
Questions about this company list
What does Exact match mean for employee-owned financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many employee-owned financial services did RevenueBase find based in Australia?
The saved snapshot records 428 matching company records, 6,768 tracked contacts and 2,993 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
- Employee-owned financial services based in Paris, France
- Employee-owned financial services based in Bangalore, India
- Employee-owned financial services based in Mumbai, India
- Employee-owned financial services based in Pune, India
- Employee-owned financial services based in London, United Kingdom
- Employee-owned financial services based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 employee-owned financial services based in Australia. Snapshot: October 12, 2026. https://revenuebase.ai/companies/employee-owned-financial-services/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
Company intelligence · public preview
Top 25 employee-owned financial services based in Australia
RevenueBase records 428 matching company records for employee-owned financial services based in Australia, with 6,768 tracked contacts and 2,993 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 employee-owned financial services based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | People First Bankpeoplefirstbank.com.au HQ: Adelaide, AustraliaReported employees: 1,001-5,000 | Adelaide, Australia | 1,001-5,000 | Exact match | 794 contacts → |
“Through the merging of People's Choice and Heritage Bank, a new larger mutual bank has arrived.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Newcastle Permanentnewcastlepermanent.com.au HQ: Newcastle West, AustraliaReported employees: 501-1,000 | Newcastle West, Australia | 501-1,000 | Exact match | 700 contacts → |
“We are customer owned and put our customers first.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 593 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 418 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | CUAgreatsouthernbank.com.au HQ: Brisbane, AustraliaReported employees: 1,001-5,000 | Brisbane, Australia | 1,001-5,000 | Exact match | 325 contacts → |
“For over 75 years, we’ve been putting our customers first, and today we look after the financial and insurance needs of over Australians.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PSK Private Wealthpsk.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 231 contacts → |
“PSK Private Wealth, offers you a range of services which focuses on your unique financial goals.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Bridges Financial Servicesbridges.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 181 contacts → |
“At Bridges, we believe financial advice genuinely makes a difference and it is our mission to help all our clients live a brighter financial future.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Australian Unity Wealthaustralianunity.com.au HQ: Melbourne, AustraliaReported employees: 5,001-10,000 | Melbourne, Australia | 5,001-10,000 | Exact match | 128 contacts → |
“Established in 1840, we were Australia’s first member-owned wellbeing company, delivering health, wealth and care services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 99 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Gateway Bankgatewaybank.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 97 contacts → |
“From a briefcase to a trusted customer-owned bank, Gateway has come a long way in over 60 years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Police Bankpolicecu.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 82 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 12 | Summerland Banksummerland.com.au HQ: Northern Rivers, AustraliaReported employees: 51-200 | Northern Rivers, Australia | 51-200 | Exact match | 81 contacts → |
“At Summerland Bank, we're redefining what it means to be a bank.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | AFPGafpg.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Australian Financial Planning Group (AFPG) is a privately owned, leading Australian financial services company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Forsythsforsyths.com.au HQ: Tamworth, AustraliaReported employees: 51-200 | Tamworth, Australia | 51-200 | Exact match | 66 contacts → |
“For the last century, Forsyths has helped families plan for their children’s education, helped small businesses become larger ones and built strong and lasting superannuation and…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Unity Bank Limitedunity.bank HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 63 contacts → |
“Unity Bank is a member owned bank that has been standing with our members since 1959.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Catholic Supercsf.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 44 contacts → |
“Helping our members achieve life-long financial peace of mind.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Integro Private Wealthintegrowealth.com.au HQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 39 contacts → |
“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | DNR Capitaldnrcapital.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 39 contacts → |
“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | G&c Mutual Bankgcmutual.bank HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 37 contacts → |
“Since 1959, G&C Mutual Bank has been committed to servicing the needs of government employees and the regional communities within which it operates.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Stonehouse Wealth Managementstonehousegroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 34 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Horizon Bank - Australiahorizonbank.com.au HQ: Wollongong, AustraliaReported employees: 51-200 | Wollongong, Australia | 51-200 | Exact match | 34 contacts → |
“Horizon Bank has been putting people first since 1964.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Unity Bankmmpcu.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 34 contacts → |
“Maritime, Mining & Power Credit Union (MMPCU) is a member-owned co-operative that has been operating since 1970, serving the needs of its members and their families Australia wide.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Treysta Wealthtreystawealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 33 contacts → |
“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.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | People & Partnerspeopleandpartners.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Foresters Financialforestersfinancial.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 29 contacts → |
“Life.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 428 company matches
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Employee-owned financial services: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
424 records in the displayed employee bands.
4 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 428 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Employee-owned financial services by metro
Questions about this company list
What does Exact match mean for employee-owned financial services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many employee-owned financial services did RevenueBase find based in Australia?
The saved snapshot records 428 matching company records, 6,768 tracked contacts and 2,993 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Employee-owned financial services by geography
- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada
- Employee-owned financial services based in Paris, France
- Employee-owned financial services based in Bangalore, India
- Employee-owned financial services based in Mumbai, India
- Employee-owned financial services based in Pune, India
- Employee-owned financial services based in London, United Kingdom
- Employee-owned financial services based in Atlanta, United States
Cite this list
RevenueBase Data Team. Top 25 employee-owned financial services based in Australia. Snapshot: October 12, 2026. https://revenuebase.ai/companies/employee-owned-financial-services/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Employee-owned financial services based in Melbourne, Australia
- Employee-owned financial services based in Sydney, Australia
- Employee-owned financial services based in Rio De Janeiro, Brazil
- Employee-owned financial services based in Sao Paulo, Brazil
- Employee-owned financial services based in Calgary, Canada
- Employee-owned financial services based in Toronto, Canada