Company lists · Data refreshed September 2026

Top 25 Family offices based in Sydney, Australia

Name: Family offices based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 239 companies tracked

RevenueBase identified 239 family offices headquartered in Sydney, Australia as of September 2026 and tracks 3,463 professional contacts across them, including 1,766 with verified work emails. Sydney is the largest hub.

This list covers family offices 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 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

239Companies

3,463Contacts tracked

1,766Verified emails

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The 25 largest family offices based in Sydney, Australia

Ranked by team size

Top 25 of 239 family offices based in Sydney, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	ORD Minnett	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 19, 2026
2	Shaw And Partners Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	201-500	412 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
3	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	156 contacts →
	Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 19, 2026
4	AGEIS	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	150 contacts →
	Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 19, 2026
5	COUNT	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	147 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
6	Koda Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	144 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
7	Alceon	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	101 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
8	Amal, Part Of Iq-Eq	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	75 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
9	Fisher Investments Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1,001-5,000	71 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
10	Lumina	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	56 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
11	Perennial Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	52 contacts →
	Indirect evidence “Perennial Partners is a house of specialist investment teams.” Source: RevenueBase Database · checked Sep 19, 2026
12	Alteris Financial Group	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	51 contacts →
	Partial evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 19, 2026
13	Lipman Burgon & Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	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 19, 2026
14	River X	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “River X is a financial services firm built to serve clients across the full spectrum of the advice landscape, from retail investors taking their first serious steps toward…” Source: RevenueBase Database · checked Sep 19, 2026
15	Private Wealth Network	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “PWN (Private Wealth Network) is an international, independent membership organisation for individuals and families of significant wealth.” Source: RevenueBase Database · checked Sep 19, 2026
16	HK Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	27 contacts →
	Partial evidence “HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Source: RevenueBase Database · checked Sep 19, 2026
17	Chapman Eastway	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	25 contacts →
	Partial evidence “Chapman Eastway is not just a leading chartered accounting Firm providing family and business advisory services.” Source: RevenueBase Database · checked Sep 19, 2026
18	Providence Wealth Advisory Group	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Source: RevenueBase Database · checked Sep 19, 2026
19	RW Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	24 contacts →
	Indirect evidence “RW Capital is a leading investment firm in Australia and New Zealand.” Source: RevenueBase Database · checked Sep 19, 2026
20	Private Multi Family Office	Strong evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Strong evidence “Private Multi Family Office Preserving wealth.” Source: RevenueBase Database · checked Sep 19, 2026
21	Belay Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “The path ahead is not made of straight lines.” Source: RevenueBase Database · checked Sep 19, 2026
22	Black Diamondz Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “At Black Diamondz Group we leverage our decades of experience, outstanding track record and bring ease and comfort to our private clients throughout the purchasing process.” Source: RevenueBase Database · checked Sep 19, 2026
23	Lorica Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.” Source: RevenueBase Database · checked Sep 19, 2026
24	Integral Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 19, 2026
25	Diamond Blue Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 19, 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 offices. 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 offices.
Partial evidence: Its own public description names part of family offices, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name family offices. 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 239 family offices based in Sydney, Australia

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Family offices based in Sydney, Australia at a glance

As of Sep 19, 2026

51.0%Verified-email coverage

14.5Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

156

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 239 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 Sydney, 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 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, 1,766 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.

Family offices by metro in Australia

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 Sydney, Australia?

RevenueBase identified 239 family offices 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?

ORD Minnett, headquartered in Sydney, 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 1,766 verified decision-maker contacts tracked across these 239 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.