Company lists · Data refreshed September 2026
Top 19 Family office software providers based in Sydney, Australia
RevenueBase identified 33 family office software providers headquartered in Sydney, Australia as of September 2026 and tracks 1,092 professional contacts across them, including 707 with verified work emails and 52 with mobile numbers. Across Australia, Sydney is the largest hub for this category.
This list covers family office software providers headquartered in Sydney, 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 12, 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.
The 19 largest family office software providers based in Sydney, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 2 | 150 contacts → | ||||
Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 3 | 37 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 12, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 contacts → | ||||
Strong evidence “Private Multi Family Office Preserving wealth.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Strong evidence “AP Family Office (APFO) stands as a premier multi-family office dedicated to the sophisticated preservation and strategic growth of intergenerational wealth.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 12, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Partial evidence “A family's long-term impact on the issues that matter to them requires a seamless transfer of resources from generation to generation.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Strong evidence “GGBwealthcare is a boutique "multi-family office" business based in Sydney but services its clients globally.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “The most advanced broker & client PFM in the market with industry leading features.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Strong evidence “Principal Invest manages the investment activities of a family office across a global multi-asset class investment portfolio.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Strong evidence “The concept of the family office has been around for more than a century but is commonly associated with ultra high net worth families such as the Packer’s and Murdoch’s.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Sagestone is an Australia based multi-family-offices (MFO) servicing successful technology entrepreneurs” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Kingsmede Family Office was established in 1991, to provide an investment platform for private clients and family offices delivering a level of client service, management and…” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Servicing family offices, investors, foundations & trusts.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “Felix Bay is an integrated family office advisor.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Strong evidence “Rosherville Capital is a Sydney based Family Office specialised in the Alternative Credit space in Australia.” Source: RevenueBase Database · checked Sep 12, 2026Thanks. The Data Team will review it. | |||||
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 19 of 33 family office software providers based in Sydney, Australia
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Family office software providers based in Sydney, Australia at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 15.0dCompany record updated
Median 69.0dHow 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 Sydney, 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 Sydney 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, 707 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 12, 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.
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 Sydney, Australia?
RevenueBase identified 33 family office software providers headquartered in Sydney, 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 in Australia has the most family office software providers?
Sydney leads Australia 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 707 verified decision-maker contacts tracked across these 33 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 12, 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 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.
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