Company lists · Data refreshed September 2026
Top 25 Endowment management consulting firms based in Australia
RevenueBase identified 167 company matches for endowment management consulting firms associated with 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 company matches for endowment management consulting firms 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 September 28, 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 endowment management consulting firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 183 contacts → | ||||
Exact match “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 144 contacts → | ||||
Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 73 contacts → | ||||
Exact match “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 61 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 38 contacts → | ||||
Exact match “We strengthen advice models, we don’t reinvent them.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 37 contacts → | ||||
Exact match “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 36 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 33 contacts → | ||||
Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 25 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 24 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 21 contacts → | ||||
Exact match “At Lineage Group, we work with business families, founders and family offices, providing guidance through generational, strategic and operational change.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 16 contacts → | ||||
Exact match “MBB alumni only consulting boutique Dependable.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 16 contacts → | ||||
Exact match “Ascalon is an institutional-grade investment consulting and asset management service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 15 contacts → | ||||
Exact match “Independence coupled with investment excellence - that’s the LPW difference.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 14 contacts → | ||||
Exact match “Mercer & Cooper was founded in 2016 with the combined experience of Matt Mercer and Bernice Cooper.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 13 contacts → | ||||
Exact match “WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 13 contacts → | ||||
Exact match “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 13 contacts → | ||||
Exact match “Evergreen is one of Australia's leading investment consultants.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 11 contacts → | ||||
Exact match “Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “At Atkinson Saynor Private Wealth, we bring your whole financial world into focus, so your money decisions feel simpler, sharper, and better connected.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 11 contacts → | ||||
Exact match “At ASRA Financial Consulting, we provide clear, personalised financial advice to help you achieve your life goals.” Recorded in the RevenueBase company graph · Sep 28, 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 “endowment management consulting firms”. 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 167 endowment management consulting firms based in Australia
See the full list, filter by size, metro and specialty, and access 873 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Endowment management consulting firms based in Australia at a glance
As of Sep 28, 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 167 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 “endowment management consulting firms” 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 873 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 September 28, 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.
Endowment management consulting firms 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 “endowment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many endowment management consulting firms are there based in Australia?
RevenueBase identified 167 company matches for endowment management consulting firms associated with Australia as of September 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?
Jana Investment Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most endowment management consulting firms?
Sydney leads with 44 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 873 professional contacts with verified work emails tracked across these 167 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 September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 167 endowment management consulting firms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Endowment management consulting firms by geography
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Toronto, Canada
- Endowment management consulting firms based in Vancouver, Canada
- Endowment management consulting firms based in Bordeaux, France
- Endowment management consulting firms based in Lyon, France
- Endowment management consulting firms based in Paris, France
- Endowment management consulting firms based in Toulouse, France
- Endowment management consulting firms based in Hamburg, Germany
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
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Toronto, Canada
Company intelligence · public preview
Top 25 endowment management consulting firms 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 167 matching company records for endowment management consulting firms based in Australia, with 1,601 tracked contacts and 873 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: September 28, 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 endowment management consulting firms 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 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 183 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Fitzpatricks Advice Partnersfitz.com.auHQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 73 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Akamboakambo.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 38 contacts → |
“We strengthen advice models, we don’t reinvent them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Lipman Burgon & Partnerslipmanburgon.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Integro Private Wealthintegrowealth.com.auHQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 36 contacts → |
“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Tynanstynansadvice.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 33 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  First Samuel Limitedfirstsamuel.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Providence Wealth Advisory Groupprovidencewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Lineage Grouplineage.groupHQ: South Yarra, AustraliaReported employees: 11-50 | South Yarra, Australia | 11-50 | Exact match | 21 contacts → |
“At Lineage Group, we work with business families, founders and family offices, providing guidance through generational, strategic and operational change.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Integral Private Wealthintegralprivatewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  BC Strategybcstrategy.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“MBB alumni only consulting boutique Dependable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ascalon Capitalascaloncapital.com.au HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 16 contacts → |
“Ascalon is an institutional-grade investment consulting and asset management service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lawrance Private Wealthlpw.au HQ: Canberra, AustraliaReported employees: 11-50 | Canberra, Australia | 11-50 | Exact match | 15 contacts → |
“Independence coupled with investment excellence - that’s the LPW difference.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mercer & Coopermercercooper.com.au HQ: Paradise Point, AustraliaReported employees: 1-10 | Paradise Point, Australia | 1-10 | Exact match | 14 contacts → |
“Mercer & Cooper was founded in 2016 with the combined experience of Matt Mercer and Bernice Cooper.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  TMS Private Wealthtmsprivate.com.auHQ: Manly, AustraliaReported employees: 11-50 | Manly, Australia | 11-50 | Exact match | 14 contacts → |
“At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Warr Huntwarrhunt.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Mavin Advisory Groupmavinadvisorygroup.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Evergreen Consultantsevergreenconsultants.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Evergreen is one of Australia's leading investment consultants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  1010 Capital1010capital.com.auHQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 12 contacts → |
“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Synergy Private Wealthsynergypw.comHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 11 contacts → |
“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Context Capitalcontextcapital.com.auHQ: Leederville, AustraliaReported employees: 11-50 | Leederville, Australia | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Atkinson Saynor Private Wealthaspw.com.au HQ: Doncaster East, AustraliaReported employees: 1-10 | Doncaster East, Australia | 1-10 | Exact match | 11 contacts → |
“At Atkinson Saynor Private Wealth, we bring your whole financial world into focus, so your money decisions feel simpler, sharper, and better connected.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Asra Consultingasrafinancial.com.au HQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 11 contacts → |
“At ASRA Financial Consulting, we provide clear, personalised financial advice to help you achieve your life goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 167 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Endowment management consulting firms: dataset insights
September 28, 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
167 records in the displayed employee bands.
0 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 167 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: September 28, 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 ↗
Endowment management consulting firms by metro
Questions about this company list
What does Exact match mean for endowment management consulting firms?
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 endowment management consulting firms did RevenueBase find based in Australia?
The saved snapshot records 167 matching company records, 1,601 tracked contacts and 873 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: September 28, 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
Endowment management consulting firms by geography
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Toronto, Canada
- Endowment management consulting firms based in Vancouver, Canada
- Endowment management consulting firms based in Bordeaux, France
- Endowment management consulting firms based in Lyon, France
- Endowment management consulting firms based in Paris, France
- Endowment management consulting firms based in Toulouse, France
- Endowment management consulting firms based in Hamburg, Germany
Cite this list
RevenueBase Data Team. Top 25 endowment management consulting firms based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/endowment-management-consulting-firms/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
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Toronto, Canada
Company intelligence · public preview
Top 25 endowment management consulting firms based in Australia
RevenueBase records 167 matching company records for endowment management consulting firms based in Australia, with 1,601 tracked contacts and 873 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: September 28, 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 endowment management consulting firms 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 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 183 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Fitzpatricks Advice Partnersfitz.com.au HQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 73 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Akamboakambo.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 38 contacts → |
“We strengthen advice models, we don’t reinvent them.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Lipman Burgon & Partnerslipmanburgon.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Integro Private Wealthintegrowealth.com.au HQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 36 contacts → |
“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Tynanstynansadvice.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 33 contacts → |
“Tynans is a boutique financial advisory firm in Brisbane.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | First Samuel Limitedfirstsamuel.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Providence Wealth Advisory Groupprovidencewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 24 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lineage Grouplineage.group HQ: South Yarra, AustraliaReported employees: 11-50 | South Yarra, Australia | 11-50 | Exact match | 21 contacts → |
“At Lineage Group, we work with business families, founders and family offices, providing guidance through generational, strategic and operational change.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Integral Private Wealthintegralprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | BC Strategybcstrategy.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 16 contacts → |
“MBB alumni only consulting boutique Dependable.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Ascalon Capitalascaloncapital.com.au HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 16 contacts → |
“Ascalon is an institutional-grade investment consulting and asset management service.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lawrance Private Wealthlpw.au HQ: Canberra, AustraliaReported employees: 11-50 | Canberra, Australia | 11-50 | Exact match | 15 contacts → |
“Independence coupled with investment excellence - that’s the LPW difference.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Mercer & Coopermercercooper.com.au HQ: Paradise Point, AustraliaReported employees: 1-10 | Paradise Point, Australia | 1-10 | Exact match | 14 contacts → |
“Mercer & Cooper was founded in 2016 with the combined experience of Matt Mercer and Bernice Cooper.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TMS Private Wealthtmsprivate.com.au HQ: Manly, AustraliaReported employees: 11-50 | Manly, Australia | 11-50 | Exact match | 14 contacts → |
“At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Warr Huntwarrhunt.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“WARR HUNT is an independent Financial and Wealth Management firm, helping individuals and families live their ideal life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Mavin Advisory Groupmavinadvisorygroup.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Evergreen Consultantsevergreenconsultants.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Evergreen is one of Australia's leading investment consultants.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 1010 Capital1010capital.com.au HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 12 contacts → |
“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Synergy Private Wealthsynergypw.com HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 11 contacts → |
“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Context Capitalcontextcapital.com.au HQ: Leederville, AustraliaReported employees: 11-50 | Leederville, Australia | 11-50 | Exact match | 11 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Atkinson Saynor Private Wealthaspw.com.au HQ: Doncaster East, AustraliaReported employees: 1-10 | Doncaster East, Australia | 1-10 | Exact match | 11 contacts → |
“At Atkinson Saynor Private Wealth, we bring your whole financial world into focus, so your money decisions feel simpler, sharper, and better connected.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Asra Consultingasrafinancial.com.au HQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 11 contacts → |
“At ASRA Financial Consulting, we provide clear, personalised financial advice to help you achieve your life goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 167 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Endowment management consulting firms: dataset insights
September 28, 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
167 records in the displayed employee bands.
0 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 167 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: September 28, 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 ↗
Endowment management consulting firms by metro
Questions about this company list
What does Exact match mean for endowment management consulting firms?
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 endowment management consulting firms did RevenueBase find based in Australia?
The saved snapshot records 167 matching company records, 1,601 tracked contacts and 873 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: September 28, 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
Endowment management consulting firms by geography
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Toronto, Canada
- Endowment management consulting firms based in Vancouver, Canada
- Endowment management consulting firms based in Bordeaux, France
- Endowment management consulting firms based in Lyon, France
- Endowment management consulting firms based in Paris, France
- Endowment management consulting firms based in Toulouse, France
- Endowment management consulting firms based in Hamburg, Germany
Cite this list
RevenueBase Data Team. Top 25 endowment management consulting firms based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/endowment-management-consulting-firms/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
- Endowment management consulting firms based in Melbourne, Australia
- Endowment management consulting firms based in Sydney, Australia
- Endowment management consulting firms based in Rio De Janeiro, Brazil
- Endowment management consulting firms based in Sao Paulo, Brazil
- Endowment management consulting firms based in Calgary, Canada
- Endowment management consulting firms based in Toronto, Canada