Company lists · Data refreshed September 2026

Top 25 Endowment management firms based in Australia

Name: Endowment management firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 41 companies tracked

RevenueBase identified 41 endowment management firms headquartered in Australia as of September 2026 and tracks 291 professional contacts across them, including 186 with verified work emails. Sydney is the largest hub.

This list covers endowment management 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 19, 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 19, 2026 86% judged on-target in blind review

41Companies

291Contacts tracked

186Verified emails

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The 25 largest endowment management firms based in Australia

Ranked by team size

Top 25 of 41 endowment management firms based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Providence Wealth Advisory Group	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	24 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 19, 2026
2	Fawkner Property	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Fawkner offers property funds weighted towards non-discretionary sectors to provide investors a reliable, monthly income stream.” Source: RevenueBase Database · checked Sep 19, 2026
3	Alvia Asset Partners	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Alvia Asset Partners is an Investment Manager for family offices, high net-worth families, wealth management firms, charities and other for-purpose organisations.” Source: RevenueBase Database · checked Sep 19, 2026
4	IP Generation	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	501-1,000	14 contacts →
	Indirect evidence “IP Generation is part of MA Financial Group – a global alternative asset manager specialising in private credit, real estate and hospitality.” Source: RevenueBase Database · checked Sep 19, 2026
5	TMS Private Wealth	Partial evidence	Manly, AustraliaHQ checked Sep 19, 2026	11-50	14 contacts →
	Partial evidence “At TMS Private Wealth, we deliver bespoke wealth management for individuals and their families.” Source: RevenueBase Database · checked Sep 19, 2026
6	Warr Hunt	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 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 19, 2026
7	MAI Capital	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “MAI Capital is one of Australia’s fastest growing fund management companies, led by an in-house expert team and offers investment management services and products to qualified…” Source: RevenueBase Database · checked Sep 19, 2026
8	Synergy Private Wealth	Partial evidence	Adelaide, AustraliaHQ checked Sep 19, 2026	1-10	11 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 19, 2026
9	Context Capital	Indirect evidence	Leederville, AustraliaHQ checked Sep 19, 2026	11-50	11 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 19, 2026
10	TWC Invest	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	10 contacts →
	Indirect evidence “TWC is a founder owned and led investment manager serving institutional, family office, private wealth, and sophisticated HNW investors.” Source: RevenueBase Database · checked Sep 19, 2026
11	Boag Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Partial evidence “BOAG FINANCIAL was founded by bringing together a team of experienced professionals from asset management, wealth management and broking backgrounds to form a boutique private…” Source: RevenueBase Database · checked Sep 19, 2026
12	Lucerne Investment Partners	Indirect evidence	Richmond, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions.” Source: RevenueBase Database · checked Sep 19, 2026
13	QVG Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “QVG Capital is a boutique investment management company managing funds on behalf of high net worth individuals and institutions ("wholesale investors").” Source: RevenueBase Database · checked Sep 19, 2026
14	Accordius	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Accordius is a unique, privately owned personal funds management business for high net wealth individuals that aims to maximise long-term after-tax returns.” Source: RevenueBase Database · checked Sep 19, 2026
15	Peak Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 19, 2026
16	Wentworth Williamson Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Wentworth Williamson is an independent, boutique fund manager, owned and managed by staff.” Source: RevenueBase Database · checked Sep 19, 2026
17	Harper Bernays	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Founded in 1988, Harper Bernays is one of Australia's longest standing independent investment managers servicing high net worth individuals, family offices and not for profit…” Source: RevenueBase Database · checked Sep 19, 2026
18	Harvest Lane Asset Management	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Harvest Lane Asset Management is a Sydney based investment firm led by founder Luke Cummings.” Source: RevenueBase Database · checked Sep 19, 2026
19	Affluence Funds Management	Partial evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: RevenueBase Database · checked Sep 19, 2026
20	Euree Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Euree Asset Management is a boutique funds management business with offices in Sydney and Melbourne.” Source: RevenueBase Database · checked Sep 19, 2026
21	1851 Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “1851 Capital is an independently-owned, boutique investment management firm specialising in investing in smaller companies.” Source: RevenueBase Database · checked Sep 19, 2026
22	Helm Capital PTY LTD	Indirect evidence	Mt Pleasant, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Helm Capital Pty Ltd ABN 23 002 336 254 is dedicated to creating and preserving long term wealth for clients through quality investment, technical advice and service.” Source: RevenueBase Database · checked Sep 19, 2026
23	Richmond Hill Capital	Partial evidence	Richmond, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Richmond Hill Capital (“RH Capital”) is a high conviction investment management firm based in Melbourne, Australia.” Source: RevenueBase Database · checked Sep 19, 2026
24	NJR Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “NJR Partners is an independent investment advisory practice serving endowments, foundations, families and investment professionals.” Source: RevenueBase Database · checked Sep 19, 2026
25	MCG Wealth Management	Partial evidence	Double Bay, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: endowment management firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names endowment management firms.
Partial evidence: Its own public description names part of endowment management firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 41 endowment management firms based in Australia

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Endowment management firms based in Australia at a glance

As of Sep 19, 2026

63.9%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

36.6%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 41 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 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 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 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 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, 186 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 19, 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 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 firms are there based in Australia?

RevenueBase identified 41 endowment management 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?

Providence Wealth Advisory Group, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most endowment management firms?

Sydney leads with 15 headquartered companies, followed by Melbourne (10) and Brisbane (2).

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 186 verified decision-maker contacts tracked across these 41 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 19, 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.