Company lists · Data refreshed September 2026

Top 25 Family office software providers based in Australia

Name: Family office software providers based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 89 companies tracked

RevenueBase identified 89 company matches for family office software providers associated with Australia as of September 2026 and tracks 1,578 professional contacts across them, including 981 with verified work emails and 76 with mobile numbers. Sydney is the largest hub.

This list covers company matches for family office software providers 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 2, 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 2, 2026 How this list was built

89Companies

1,578Contacts tracked

981Verified emails

76Mobile numbers

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The 25 largest family office software providers based in Australia

Ranked by team size

Top 25 of 89 company matches for family office software providers based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Hub24 Limited	Exact match	Sydney, Australia	501-1,000	750 contacts →
	Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2	Mutual Trust PTY LTD	Exact match	Adelaide, Australia	51-200	218 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 2, 2026 · View company records in RevenueBase
3	AGEIS	Exact match	Sydney, Australia	11-50	149 contacts →
	Exact match “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4	Lipman Burgon & Partners	Exact match	Sydney, Australia	11-50	38 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 2, 2026 · View company records in RevenueBase
5	Elemnta	Exact match	Sydney, Australia	11-50	25 contacts →
	Exact match “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6	Drummond Capital Partners	Exact match	Melbourne, Australia	11-50	22 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 2, 2026 · View company records in RevenueBase
7	Private Multi Family Office	Exact match	Sydney, Australia	11-50	22 contacts →
	Exact match “Private Multi Family Office Preserving wealth.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8	Keystone Private	Exact match	Brisbane, Australia	11-50	20 contacts →
	Exact match “Keystone Private is Queensland's leading multi-family office.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9	EWM Group	Exact match	Adelaide, Australia	11-50	16 contacts →
	Exact match “EWM Group was formed in 2005 as Australia’s first independent multi-family office.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10	Rivkin Private Wealth	Exact match	Rushcutters Bay, Australia	11-50	15 contacts →
	Exact match “Established in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specialising in diversified financial solutions across various asset classes.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11	1010 Capital	Exact match	South Yarra, Australia	1-10	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 2, 2026 · View company records in RevenueBase
12	Goodman Private Wealth LTD	Exact match	Brisbane, Australia	11-50	12 contacts →
	Exact match “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13	Onda Family Office Investment Reporting	Exact match	Sydney, Australia	11-50	11 contacts →
	Exact match “ONDA is the only Australian provider that creates ground up bespoke solutions that can integrate and consolidate your entire asset reporting ecosystem.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14	Quarterfive	Exact match	East Melbourne, Australia	11-50	10 contacts →
	Exact match “QuarterFive marks the beginning of a new era in family office advisory, where modern solutions meet timeless values to support the dynamic needs of contemporary high-net-worth…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15	BMF Wealth	Exact match	Australia	11-50	9 contacts →
	Exact match “Our Wealth Management and Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16	Cashel Family Office	Exact match	Sydney, Australia	11-50	9 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 2, 2026 · View company records in RevenueBase
17	SWU Group	Exact match	Ultimo, Australia	11-50	9 contacts →
	Exact match “The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18	Coin Software	Exact match	Sydney, Australia	51-200	8 contacts →
	Exact match “COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19	Mancell Chartered Accountants	Exact match	Ivanhoe, Australia	11-50	7 contacts →
	Exact match “Mancell Chartered Accountants is a long-established firm providing a broad range of accounting, tax, business advisory and Family Office services to businesses and investors.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20	Omnia Capital Partners	Exact match	Melbourne, Australia	1-10	6 contacts →
	Exact match “Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21	Properway Consulting	Exact match	Hawthorn East, Australia	1-10	6 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22	B.P. Wharton	Exact match	Southport, Australia	1-10	6 contacts →
	Exact match “B.P.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23	CXI Software	Exact match	Melbourne, Australia	11-50	5 contacts →
	Exact match “CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24	Heirwealth	Exact match	Sydney, Australia	11-50	5 contacts →
	Exact match “HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25	Libertate Family Office	Exact match	Brisbane, Australia	1-10	4 contacts →
	Exact match “It is our belief that knowing where you're headed makes all the difference.” Recorded in the RevenueBase company graph · Sep 2, 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 “family office software providers”. 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 89 family office software providers based in Australia

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Family office software providers based in Australia at a glance

As of Sep 2, 2026

62.2%Verified-email coverage

4.8%Mobile-number coverage

17.7Average contacts per company

1-10Median size (employees)

34.8%Largest-city concentration · Sydney

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 “family office software providers” 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 981 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 2, 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 software providers by metro

Family office software providers in Sydney31

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 software providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office software providers are there based in Australia?

RevenueBase identified 89 company matches for family office software providers 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?

Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most family office software providers?

Sydney leads with 31 company records, followed by Melbourne (15) and Brisbane (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 981 professional contacts with verified work emails tracked across these 89 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 2, 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 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.