Company lists · Data refreshed September 2026

Top 25 Family office firms based in Melbourne, Australia

RevenueBase identified 104 company matches for family office firms associated with Melbourne, Australia as of September 2026 and tracks 3,413 professional contacts across them, including 1,785 with verified work emails. Across Australia, Sydney is the largest hub for this category (174 companies); Melbourne follows with 104.

This list covers company matches for family office firms associated with Melbourne, 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 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built
104Companies
3,413Contacts tracked
1,785Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest family office firms based in Melbourne, Australia

Ranked by team size
Top 25 of 104 company matches for family office firms based in Melbourne, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261,001-5,0001,664 contacts →

Exact match

“We’re here to help you build financial security and grow your wealth with confidence.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-200218 contacts →

Exact match

“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-200150 contacts →

Exact match

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-20061 contacts →

Exact match

“Your goals.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5059 contacts →

Exact match

“Our experienced advisers know health, wealth and happiness is what most people want from life.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-20036 contacts →

Exact match

“More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5033 contacts →

Exact match

“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5032 contacts →

Exact match

“McQueen itself is a family business founded in 1994 that has been overseeing the finances of our family clients for thirty years.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202651-20031 contacts →

Exact match

“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5025 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 20, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5022 contacts →

Exact match

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5021 contacts →

Exact match

“Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5019 contacts →

Exact match

“For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5019 contacts →

Exact match

“Trawalla Group is the Schwartz Family Office.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5018 contacts →

Exact match

“ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5016 contacts →

Exact match

“Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261-1015 contacts →

Exact match

“Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5013 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 20, 2026 · View company records in RevenueBase
19Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261-1012 contacts →

Exact match

“King & Whittle is an based Accounting Management firm that provides effective tax advice, business solutions and wealth management services to domestic and international clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5011 contacts →

Exact match

“Carnbrea & Co.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-5011 contacts →

Exact match

“Xantias is the leading wealth management firm for professionals, renowned for our personalised approach, exceptional service, and unwavering commitment to our clients' financial…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261-1010 contacts →

Exact match

“Rasiah Private is a wealth management firm with a difference.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Sep 20, 20261-109 contacts →

Exact match

“Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Sep 20, 202611-509 contacts →

Exact match

“Cashel Family Office is redefining what it means to be a member of a family office.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 104 family office firms based in Melbourne, Australia

See the full list, filter by size, metro and specialty, and access 1,785 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Family office firms based in Melbourne, Australia at a glance

As of Sep 20, 2026
52.3%Verified-email coverage
32.8Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
59
11-50
36
51-200
7
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 104 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 Melbourne, Australia whose business descriptions match “family office 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 1,785 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 20, 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.

Family office firms by metro in Australia

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 “family office firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office firms are there based in Melbourne, Australia?

RevenueBase identified 104 company matches for family office firms associated with Melbourne, 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?

Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most family office firms?

Sydney leads Australia with 174 company records, followed by Melbourne (104) and Brisbane (33).

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 1,785 professional contacts with verified work emails tracked across these 104 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 104 family office firms based in Melbourne, Australia. Start with a free account, no credit card.

Download this list →

Related lists

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.