Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Australia

RevenueBase identified 167 endowment management consulting firms headquartered in Australia as of September 2026 and tracks 1,601 professional contacts across them, including 873 with verified work emails. Sydney is the largest hub.

This list covers endowment management consulting firms 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 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
167Companies
1,601Contacts tracked
873Verified emails
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The 25 largest endowment management consulting firms based in Australia

Ranked by team size
Top 25 of 167 endowment management consulting firms based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202651-200183 contacts →

Indirect evidence

“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceSydney, AustraliaHQ checked Sep 28, 202651-200144 contacts →

Partial 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
3Indirect evidenceSydney Cbd, AustraliaHQ checked Sep 28, 202611-5073 contacts →

Indirect evidence

“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5038 contacts →

Indirect evidence

“We strengthen advice models, we don’t reinvent them.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5037 contacts →

Partial 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
7Partial evidencePerth, AustraliaHQ checked Sep 28, 202611-5036 contacts →

Partial evidence

“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceBrisbane, AustraliaHQ checked Sep 28, 202611-5033 contacts →

Indirect evidence

“Tynans is a boutique financial advisory firm in Brisbane.”

Source: RevenueBase Database · checked Sep 28, 2026
9Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5025 contacts →

Partial evidence

“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…”

Source: RevenueBase Database · checked Sep 28, 2026
10Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5024 contacts →

Partial 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
11Indirect evidenceSouth Yarra, AustraliaHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“At Lineage Group, we work with business families, founders and family offices, providing guidance through generational, strategic and operational change.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5017 contacts →

Partial 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
13Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5016 contacts →

Partial evidence

“MBB alumni only consulting boutique Dependable.”

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceSouth Yarra, AustraliaHQ checked Sep 28, 20261-1016 contacts →

Strong evidence

“Ascalon is an institutional-grade investment consulting and asset management service.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceCanberra, AustraliaHQ checked Sep 28, 202611-5015 contacts →

Indirect evidence

“Independence coupled with investment excellence - that’s the LPW difference.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceParadise Point, AustraliaHQ checked Sep 28, 20261-1014 contacts →

Indirect evidence

“Mercer & Cooper was founded in 2016 with the combined experience of Matt Mercer and Bernice Cooper.”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceManly, AustraliaHQ checked Sep 28, 202611-5014 contacts →

Partial evidence

“At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5013 contacts →

Partial evidence

“WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceSydney, AustraliaHQ checked Sep 28, 202611-5013 contacts →

Strong evidence

“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“Evergreen is one of Australia's leading investment consultants.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceSouth Yarra, AustraliaHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceAdelaide, AustraliaHQ checked Sep 28, 20261-1011 contacts →

Partial evidence

“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceLeederville, AustraliaHQ checked Sep 28, 202611-5011 contacts →

Indirect evidence

“At Context Capital, we believe that there is no single investment strategy that meets all client’s needs and any investment solution must reflect the philosophy, beliefs and…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceDoncaster East, AustraliaHQ checked Sep 28, 20261-1011 contacts →

Indirect evidence

“At Atkinson Saynor Private Wealth, we bring your whole financial world into focus, so your money decisions feel simpler, sharper, and better connected.”

Source: RevenueBase Database · checked Sep 28, 2026
25Partial evidenceBella Vista, AustraliaHQ checked Sep 28, 202611-5011 contacts →

Partial evidence

“At ASRA Financial Consulting, we provide clear, personalised financial advice to help you achieve your life goals.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 167 endowment management consulting firms based in Australia

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Endowment management consulting firms based in Australia at a glance

As of Sep 28, 2026
54.5%Verified-email coverage
9.6Average contacts per company
1-10Median size (employees)
26.3%Largest-city concentration · Sydney
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
105
11-50
56
51-200
4
1,001-5,000
2

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 167 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 endowment management consulting firms, 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 “endowment management consulting firms”. 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 endowment management consulting firms), 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 endowment management consulting firms, 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, 873 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.

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 endowment management consulting firms, 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 endowment management consulting firms are there based in Australia?

RevenueBase identified 167 endowment management consulting firms 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?

Jana Investment Advisers, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most endowment management consulting firms?

Sydney leads with 44 headquartered companies, followed by Melbourne (32) and Perth (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 873 verified decision-maker contacts tracked across these 167 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.