Company lists · Data refreshed September 2026
Top 25 Endowment management firms based in Australia
RevenueBase identified 41 company matches for endowment management firms associated with 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 company matches for endowment management 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 19, 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 firms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 19, 2026 · View company records in RevenueBase | |||||
| 2 | 21 contacts → | ||||
Exact match “Fawkner offers property funds weighted towards non-discretionary sectors to provide investors a reliable, monthly income stream.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Alvia Asset Partners is an Investment Manager for family offices, high net-worth families, wealth management firms, charities and other for-purpose organisations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “IP Generation is part of MA Financial Group – a global alternative asset manager specialising in private credit, real estate and hospitality.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 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 19, 2026 · View company records in RevenueBase | |||||
| 6 | 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 19, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 8 | 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 19, 2026 · View company records in RevenueBase | |||||
| 9 | 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 19, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “TWC is a founder owned and led investment manager serving institutional, family office, private wealth, and sophisticated HNW investors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “QVG Capital is a boutique investment management company managing funds on behalf of high net worth individuals and institutions ("wholesale investors").” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Accordius is a unique, privately owned personal funds management business for high net wealth individuals that aims to maximise long-term after-tax returns.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “Wentworth Williamson is an independent, boutique fund manager, owned and managed by staff.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Harvest Lane Asset Management is a Sydney based investment firm led by founder Luke Cummings.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Euree Asset Management is a boutique funds management business with offices in Sydney and Melbourne.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “1851 Capital is an independently-owned, boutique investment management firm specialising in investing in smaller companies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Richmond Hill Capital (“RH Capital”) is a high conviction investment management firm based in Melbourne, Australia.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “NJR Partners is an independent investment advisory practice serving endowments, foundations, families and investment professionals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions.” Recorded in the RevenueBase company graph · Sep 19, 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 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 41 endowment management firms based in Australia
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Endowment management firms based in Australia at a glance
As of Sep 19, 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 41 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 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 186 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 19, 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.
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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many endowment management firms are there based in Australia?
RevenueBase identified 41 company matches for endowment management 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?
Providence Wealth Advisory Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most endowment management firms?
Sydney leads with 15 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 186 professional contacts with verified work emails tracked across these 41 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 41 endowment management firms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Endowment management firms by geography
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- Endowment management firms based in Brazil
- Endowment management firms based in Canada
- Endowment management firms based in France
- Endowment management firms based in Germany
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- Endowment management firms based in the Netherlands
- Endowment management firms based in South Africa
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- Endowment management firms based in the United Kingdom
Browse the directory
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 firms based in Boston, United States
- Endowment management firms based in Chicago, United States
- Endowment management firms based in New York, United States
- Endowment management firms based in Brazil
- Endowment management firms based in Canada
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Company intelligence · public preview
Top 25 endowment management 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 41 matching company records for endowment management firms based in Australia, with 291 tracked contacts and 186 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 19, 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 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 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Fawkner Propertyfawknerproperty.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 21 contacts → |
“Fawkner offers property funds weighted towards non-discretionary sectors to provide investors a reliable, monthly income stream.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Alvia Asset Partnersalviapartners.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 15 contacts → |
“Alvia Asset Partners is an Investment Manager for family offices, high net-worth families, wealth management firms, charities and other for-purpose organisations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  IP Generationmafinancial.comHQ: Melbourne, AustraliaReported employees: 501-1,000 | Melbourne, Australia | 501-1,000 | Exact match | 14 contacts → |
“IP Generation is part of MA Financial Group – a global alternative asset manager specialising in private credit, real estate and hospitality.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  MAI Capitalmaicapital.comHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TWC Investtwcinvest.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 10 contacts → |
“TWC is a founder owned and led investment manager serving institutional, family office, private wealth, and sophisticated HNW investors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Boag Financialboagfinancial.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lucerne Investment Partnerslucernepartners.com HQ: Richmond, AustraliaReported employees: 1-10 | Richmond, Australia | 1-10 | Exact match | 8 contacts → |
“Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  QVG Capitalqvgcapital.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 8 contacts → |
“QVG Capital is a boutique investment management company managing funds on behalf of high net worth individuals and institutions ("wholesale investors").” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Accordiusaccordius.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Accordius is a unique, privately owned personal funds management business for high net wealth individuals that aims to maximise long-term after-tax returns.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Peak Asset Managementpeakassetmanagement.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wentworth Williamson Managementwentworthwilliamson.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Wentworth Williamson is an independent, boutique fund manager, owned and managed by staff.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Harper Bernaysharperbernays.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Harvest Lane Asset Managementharvestlaneam.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Harvest Lane Asset Management is a Sydney based investment firm led by founder Luke Cummings.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Affluence Funds Managementaffluencefunds.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Euree Asset Managementeureeassetmanagement.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Euree Asset Management is a boutique funds management business with offices in Sydney and Melbourne.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  1851 Capital1851capital.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“1851 Capital is an independently-owned, boutique investment management firm specialising in investing in smaller companies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Helm Capital PTY LTDhelm.com.au HQ: Mt Pleasant, AustraliaReported employees: 1-10 | Mt Pleasant, Australia | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Richmond Hill Capitalrhcapital.com.auHQ: Richmond, AustraliaReported employees: 1-10 | Richmond, Australia | 1-10 | Exact match | 3 contacts → |
“Richmond Hill Capital (“RH Capital”) is a high conviction investment management firm based in Melbourne, Australia.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | NJR Partnersnjrpartners.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“NJR Partners is an independent investment advisory practice serving endowments, foundations, families and investment professionals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  MCG Wealth Managementmcgwealth.com.auHQ: Double Bay, AustraliaReported employees: 1-10 | Double Bay, Australia | 1-10 | Exact match | 2 contacts → |
“MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 41 company matches
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Endowment management firms: dataset insights
September 19, 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
41 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 41 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 19, 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 ↗
Questions about this company list
What does Exact match mean for endowment management 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 firms did RevenueBase find based in Australia?
The saved snapshot records 41 matching company records, 291 tracked contacts and 186 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 19, 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 firms by geography
- Endowment management firms based in Boston, United States
- Endowment management firms based in Chicago, United States
- Endowment management firms based in New York, United States
- Endowment management firms based in Brazil
- Endowment management firms based in Canada
- Endowment management firms based in France
- Endowment management firms based in Germany
- Endowment management firms based in India
- Endowment management firms based in the Netherlands
- Endowment management firms based in South Africa
- Endowment management firms based in Switzerland
- Endowment management firms based in the United Kingdom
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 endowment management firms based in Australia. Snapshot: September 19, 2026. https://revenuebase.ai/companies/endowment-management-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 firms based in Boston, United States
- Endowment management firms based in Chicago, United States
- Endowment management firms based in New York, United States
- Endowment management firms based in Brazil
- Endowment management firms based in Canada
- Endowment management firms based in France
Company intelligence · public preview
Top 25 endowment management firms based in Australia
RevenueBase records 41 matching company records for endowment management firms based in Australia, with 291 tracked contacts and 186 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 19, 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 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 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Fawkner Propertyfawknerproperty.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 21 contacts → |
“Fawkner offers property funds weighted towards non-discretionary sectors to provide investors a reliable, monthly income stream.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Alvia Asset Partnersalviapartners.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 15 contacts → |
“Alvia Asset Partners is an Investment Manager for family offices, high net-worth families, wealth management firms, charities and other for-purpose organisations.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | IP Generationmafinancial.com HQ: Melbourne, AustraliaReported employees: 501-1,000 | Melbourne, Australia | 501-1,000 | Exact match | 14 contacts → |
“IP Generation is part of MA Financial Group – a global alternative asset manager specialising in private credit, real estate and hospitality.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | MAI Capitalmaicapital.com HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | 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 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | TWC Investtwcinvest.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 10 contacts → |
“TWC is a founder owned and led investment manager serving institutional, family office, private wealth, and sophisticated HNW investors.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Boag Financialboagfinancial.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 8 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lucerne Investment Partnerslucernepartners.com HQ: Richmond, AustraliaReported employees: 1-10 | Richmond, Australia | 1-10 | Exact match | 8 contacts → |
“Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | QVG Capitalqvgcapital.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 8 contacts → |
“QVG Capital is a boutique investment management company managing funds on behalf of high net worth individuals and institutions ("wholesale investors").” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Accordiusaccordius.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“Accordius is a unique, privately owned personal funds management business for high net wealth individuals that aims to maximise long-term after-tax returns.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Peak Asset Managementpeakassetmanagement.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wentworth Williamson Managementwentworthwilliamson.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Wentworth Williamson is an independent, boutique fund manager, owned and managed by staff.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Harper Bernaysharperbernays.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 6 contacts → |
“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…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Harvest Lane Asset Managementharvestlaneam.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Harvest Lane Asset Management is a Sydney based investment firm led by founder Luke Cummings.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Affluence Funds Managementaffluencefunds.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Euree Asset Managementeureeassetmanagement.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“Euree Asset Management is a boutique funds management business with offices in Sydney and Melbourne.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 1851 Capital1851capital.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“1851 Capital is an independently-owned, boutique investment management firm specialising in investing in smaller companies.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Helm Capital PTY LTDhelm.com.au HQ: Mt Pleasant, AustraliaReported employees: 1-10 | Mt Pleasant, Australia | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Richmond Hill Capitalrhcapital.com.au HQ: Richmond, AustraliaReported employees: 1-10 | Richmond, Australia | 1-10 | Exact match | 3 contacts → |
“Richmond Hill Capital (“RH Capital”) is a high conviction investment management firm based in Melbourne, Australia.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | NJR Partnersnjrpartners.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“NJR Partners is an independent investment advisory practice serving endowments, foundations, families and investment professionals.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | MCG Wealth Managementmcgwealth.com.au HQ: Double Bay, AustraliaReported employees: 1-10 | Double Bay, Australia | 1-10 | Exact match | 2 contacts → |
“MCG Wealth Management is a private investment firm that provides portfolio solutions for high-net-worth individuals, families and small to mid-size institutions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Endowment management firms: dataset insights
September 19, 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
41 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 41 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 19, 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 ↗
Questions about this company list
What does Exact match mean for endowment management 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 firms did RevenueBase find based in Australia?
The saved snapshot records 41 matching company records, 291 tracked contacts and 186 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 19, 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.
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Cite this list
RevenueBase Data Team. Top 25 endowment management firms based in Australia. Snapshot: September 19, 2026. https://revenuebase.ai/companies/endowment-management-firms/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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