Company lists · Data refreshed September 2026

Top 25 Family office software providers based in Australia

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, how directly it supports the match, 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 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
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 family office software providers based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names family office software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
Hub24 LimitedIndirect evidence
Sydney, Australia501-1,000750

“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: company website · checked Sep 2, 2026
2
Mutual Trust PTY LTDPartial evidence
Adelaide, Australia51-200218

“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: company website · checked Sep 2, 2026
3
AGEISIndirect evidence
Sydney, Australia11-50149

“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.”

Source: company website · checked Sep 2, 2026
4
Lipman Burgon & PartnersStrong evidence
Sydney, Australia11-5038

“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.”

Source: company website · checked Sep 2, 2026
5
ElemntaIndirect evidence
Sydney, Australia11-5025

“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: company website · checked Sep 2, 2026
6Melbourne, Australia11-5022

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

Source: company website · checked Sep 2, 2026
7Sydney, Australia11-5022

“Private Multi Family Office Preserving wealth.”

Source: company website · checked Sep 2, 2026
8
Keystone PrivateStrong evidence
Brisbane, Australia11-5020

“Keystone Private is Queensland's leading multi-family office.”

Source: company website · checked Sep 2, 2026
9
EWM GroupStrong evidence
Adelaide, Australia11-5016

“EWM Group was formed in 2005 as Australia’s first independent multi-family office.”

Source: company website · checked Sep 2, 2026
10
Rivkin Private WealthStrong evidence
Rushcutters Bay, Australia11-5015

“Established in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specialising in diversified financial solutions across various asset classes.”

Source: company website · checked Sep 2, 2026
11
1010 CapitalIndirect evidence
South Yarra, Australia1-1012

“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.”

Source: company website · checked Sep 2, 2026
12Brisbane, Australia11-5012

“Goodman Private Wealth is a privately owned financial services firm supporting successful individuals and families.”

Source: company website · checked Sep 2, 2026
13Sydney, Australia11-5011

“ONDA is the only Australian provider that creates ground up bespoke solutions that can integrate and consolidate your entire asset reporting ecosystem.”

Source: company website · checked Sep 2, 2026
14
QuarterfiveStrong evidence
East Melbourne, Australia11-5010

“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: company website · checked Sep 2, 2026
15
BMF WealthStrong evidence
Australia11-509

“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: company website · checked Sep 2, 2026
16
Cashel Family OfficeStrong evidence
Sydney, Australia11-509

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

Source: company website · checked Sep 2, 2026
17
SWU GroupStrong evidence
Ultimo, Australia11-509

“The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients.”

Source: company website · checked Sep 2, 2026
18
Coin SoftwarePartial evidence
Sydney, Australia51-2008

“COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.”

Source: company website · checked Sep 2, 2026
19Ivanhoe, Australia11-507

“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: company website · checked Sep 2, 2026
20
Omnia Capital PartnersStrong evidence
Melbourne, Australia1-106

“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: company website · checked Sep 2, 2026
21
Properway ConsultingIndirect evidence
Hawthorn East, Australia1-106
Source: company website · checked Sep 2, 2026
22
B.P. WhartonIndirect evidence
Southport, Australia1-106

“B.P.”

Source: company website · checked Sep 2, 2026
23
CXI SoftwareStrong evidence
Melbourne, Australia11-505

“CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.”

Source: company website · checked Sep 2, 2026
24
HeirwealthPartial evidence
Sydney, Australia11-505

“HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy.”

Source: company website · checked Sep 2, 2026
25
Libertate Family OfficeIndirect evidence
Brisbane, Australia1-104

“It is our belief that knowing where you're headed makes all the difference.”

Source: company website · checked Sep 2, 2026

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
1-10Median size (employees)
SydneyLargest hub · 31 HQs
76Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
48
11-50
33
51-200
5
501-1,000
1

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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.

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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.