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 family office software providers headquartered in 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 family office software providers 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 2, 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

89Companies

1,578Contacts tracked

981Verified emails

76Mobile numbers

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest family office software providers based in Australia

Ranked by team size

Top 25 of 89 family office software providers based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to family office software providers: 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	Hub24 Limited	Indirect evidence	Sydney, Australia	501-1,000	750 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
2	Mutual Trust PTY LTD	Partial evidence	Adelaide, Australia	51-200	218 contacts →
	Partial evidence “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Source: RevenueBase Database · checked Sep 2, 2026
3	AGEIS	Indirect evidence	Sydney, Australia	11-50	149 contacts →
	Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 2, 2026
4	Lipman Burgon & Partners	Strong evidence	Sydney, Australia	11-50	38 contacts →
	Strong evidence “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Source: RevenueBase Database · checked Sep 2, 2026
5	Elemnta	Indirect evidence	Sydney, Australia	11-50	25 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
6	Drummond Capital Partners	Strong evidence	Melbourne, Australia	11-50	22 contacts →
	Strong evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 2, 2026
7	Private Multi Family Office	Strong evidence	Sydney, Australia	11-50	22 contacts →
	Strong evidence “Private Multi Family Office Preserving wealth.” Source: RevenueBase Database · checked Sep 2, 2026
8	Keystone Private	Strong evidence	Brisbane, Australia	11-50	20 contacts →
	Strong evidence “Keystone Private is Queensland's leading multi-family office.” Source: RevenueBase Database · checked Sep 2, 2026
9	EWM Group	Strong evidence	Adelaide, Australia	11-50	16 contacts →
	Strong evidence “EWM Group was formed in 2005 as Australia’s first independent multi-family office.” Source: RevenueBase Database · checked Sep 2, 2026
10	Rivkin Private Wealth	Strong evidence	Rushcutters Bay, Australia	11-50	15 contacts →
	Strong evidence “Established in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specialising in diversified financial solutions across various asset classes.” Source: RevenueBase Database · checked Sep 2, 2026
11	1010 Capital	Indirect evidence	South Yarra, Australia	1-10	12 contacts →
	Indirect evidence “Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.” Source: RevenueBase Database · checked Sep 2, 2026
12	Goodman Private Wealth LTD	Partial evidence	Brisbane, Australia	11-50	12 contacts →
	Partial evidence “Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.” Source: RevenueBase Database · checked Sep 2, 2026
13	Onda Family Office Investment Reporting	Indirect evidence	Sydney, Australia	11-50	11 contacts →
	Indirect evidence “ONDA is the only Australian provider that creates ground up bespoke solutions that can integrate and consolidate your entire asset reporting ecosystem.” Source: RevenueBase Database · checked Sep 2, 2026
14	Quarterfive	Strong evidence	East Melbourne, Australia	11-50	10 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
15	BMF Wealth	Strong evidence	Australia	11-50	9 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026
16	Cashel Family Office	Strong evidence	Sydney, Australia	11-50	9 contacts →
	Strong evidence “Cashel Family Office is redefining what it means to be a member of a family office.” Source: RevenueBase Database · checked Sep 2, 2026
17	SWU Group	Strong evidence	Ultimo, Australia	11-50	9 contacts →
	Strong evidence “The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients.” Source: RevenueBase Database · checked Sep 2, 2026
18	Coin Software	Partial evidence	Sydney, Australia	51-200	8 contacts →
	Partial evidence “COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.” Source: RevenueBase Database · checked Sep 2, 2026
19	Mancell Chartered Accountants	Strong evidence	Ivanhoe, Australia	11-50	7 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
20	Omnia Capital Partners	Strong evidence	Melbourne, Australia	1-10	6 contacts →
	Strong evidence “Omnia Capital Partners is a multi-disciplinary private family office – servicing a select group of individuals, families, communities, charities and foundations across all aspects…” Source: RevenueBase Database · checked Sep 2, 2026
21	Properway Consulting	Indirect evidence	Hawthorn East, Australia	1-10	6 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026
22	B.P. Wharton	Indirect evidence	Southport, Australia	1-10	6 contacts →
	Indirect evidence “B.P.” Source: RevenueBase Database · checked Sep 2, 2026
23	CXI Software	Strong evidence	Melbourne, Australia	11-50	5 contacts →
	Strong evidence “CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.” Source: RevenueBase Database · checked Sep 2, 2026
24	Heirwealth	Partial evidence	Sydney, Australia	11-50	5 contacts →
	Partial evidence “HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy.” Source: RevenueBase Database · checked Sep 2, 2026
25	Libertate Family Office	Indirect evidence	Brisbane, Australia	1-10	4 contacts →
	Indirect evidence “It is our belief that knowing where you're headed makes all the difference.” Source: RevenueBase Database · checked Sep 2, 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: family office software providers. 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 family office software providers.
Partial evidence: Its own public description names part of family office software providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family office software providers. 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 89 family office software providers based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 981 reachable decision-makers.

Free signup · no credit card

View the full list →

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office software providers, 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 “family office software providers”. 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 family office software providers), 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 family office software providers, 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, 981 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 2, 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.

Family office software providers by metro

Family office software providers in Sydney31

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 family office software providers, 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 family office software providers are there based in Australia?

RevenueBase identified 89 family office software providers 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most family office software providers?

Sydney leads with 31 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 981 verified decision-maker contacts tracked across these 89 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 2, 2026.

Ready to reach these companies? Verified emails and direct dials for all 89 family office software providers based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

Family office software providers by geography

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 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.