Company lists · Data refreshed September 2026

Top 25 Family offices based in Australia

RevenueBase identified 976 family offices headquartered in Australia as of September 2026 and tracks 11,056 professional contacts across them, including 5,856 with verified work emails. Sydney is the largest hub.

This list covers family offices 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 19, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
976Companies
11,056Contacts tracked
5,856Verified emails
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The 25 largest family offices based in Australia

Ranked by team size
Top 25 of 976 family offices based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to family offices: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 19, 20261,001-5,0001,664 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceSydney, AustraliaHQ checked Sep 19, 2026201-500556 contacts →

Indirect evidence

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceSydney, AustraliaHQ checked Sep 19, 2026201-500412 contacts →

Indirect evidence

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 202651-200218 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 19, 2026
5Indirect evidenceSouthbank, AustraliaHQ checked Sep 19, 2026201-500169 contacts →

Indirect evidence

“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-200156 contacts →

Indirect evidence

“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceMelbourne, AustraliaHQ checked Sep 19, 202651-200150 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202611-50150 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-200147 contacts →

Indirect evidence

“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-200144 contacts →

Indirect evidence

“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-200101 contacts →

Indirect evidence

“Alceon was founded in 2010 by a group of senior investment professionals who believed private capital could be more personal, more principled, and more aligned.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidenceAdelaide, AustraliaHQ checked Sep 19, 2026201-50079 contacts →

Indirect evidence

“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceHindmarsh, AustraliaHQ checked Sep 19, 202651-20077 contacts →

Indirect evidence

“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-20075 contacts →

Indirect evidence

“We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide.”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect evidenceSydney Cbd, AustraliaHQ checked Sep 19, 202611-5073 contacts →

Indirect evidence

“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSydney, AustraliaHQ checked Sep 19, 20261,001-5,00071 contacts →

Indirect evidence

“Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL which provides services to wholesale clients only and outsources…”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceGold Coast, AustraliaHQ checked Sep 19, 202651-20071 contacts →

Partial evidence

“Since 1994, WMS has been helping businesses, families and individuals to succeed.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceParramatta, AustraliaHQ checked Sep 19, 202651-20067 contacts →

Indirect evidence

“At CIB, we go beyond the numbers.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceMelbourne, AustraliaHQ checked Sep 19, 202651-20061 contacts →

Indirect evidence

“Your goals.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceNorth Sydney, AustraliaHQ checked Sep 19, 202651-20060 contacts →

Indirect evidence

“The invaluables.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceMelbourne, AustraliaHQ checked Sep 19, 202611-5060 contacts →

Partial evidence

“Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceMelbourne, AustraliaHQ checked Sep 19, 202611-5059 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceSydney, AustraliaHQ checked Sep 19, 202651-20056 contacts →

Indirect evidence

“For over 25 years, Lumina has been the trusted outsourced CFO and finance team for:> Australia’s leading fund managers, wealth managers and private equity firms.> Australia’s…”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceMosman, AustraliaHQ checked Sep 19, 202651-20053 contacts →

Indirect evidence

“Minchin Moore’s reason for existing is to help successful people make sensible, well thought out decisions about their money.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceHamilton, AustraliaHQ checked Sep 19, 202611-5053 contacts →

Indirect evidence

“Our vision is to create wealth* for all business owners.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 976 family offices based in Australia

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Family offices based in Australia at a glance

As of Sep 19, 2026
53.0%Verified-email coverage
11.3Average contacts per company
1-10Median size (employees)
24.5%Largest-city concentration · Sydney
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
646
11-50
274
51-200
37
201-500
6
501-1,000
3
1,001-5,000
6

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 976 companies.

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 offices, 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 offices”. 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 offices), 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 offices, 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, 5,856 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 19, 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 offices, 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 offices are there based in Australia?

RevenueBase identified 976 family offices 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most family offices?

Sydney leads with 239 headquartered companies, followed by Melbourne (137) and Brisbane (39).

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 5,856 verified decision-maker contacts tracked across these 976 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 19, 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.