Company lists · Data refreshed November 2026
Top 25 Fiduciary companies based in Australia
RevenueBase identified 201 company matches for fiduciary companies associated with Australia as of November 2026 and tracks 7,494 professional contacts across them, including 4,281 with verified work emails. Sydney is the largest hub.
This list covers company matches for fiduciary companies associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 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.
The 25 largest fiduciary companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,706 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,367 contacts → | ||||
Exact match “Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,019 contacts → | ||||
Exact match “Built for Advice Firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 752 contacts → | ||||
Exact match “Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 437 contacts → | ||||
Exact match “Equity Trustees is Australia's leading specialist trustee company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 116 contacts → | ||||
Exact match “Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 82 contacts → | ||||
Exact match “Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 71 contacts → | ||||
Exact match “One Investment Group is an independent funds management business specialising in providing professional fiduciary and administration services to investment and asset managers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 71 contacts → | ||||
Exact match “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 71 contacts → | ||||
Exact match “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 70 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 68 contacts → | ||||
Exact match “Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 48 contacts → | ||||
Exact match “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 36 contacts → | ||||
Exact match “More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 34 contacts → | ||||
Exact match “Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 34 contacts → | ||||
Exact match “We are a business servicing Australian and offshore asset managers and institutions with a select range of tailored fiduciary services including corporate trustee, MIT trustee…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 26 contacts → | ||||
Exact match “Our business is owned by the Advisers within the practice and we have no financial interest or affiliation with any financial institution.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 25 contacts → | ||||
Exact match “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 22 contacts → | ||||
Exact match “Private Multi Family Office Preserving wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 19 contacts → | ||||
Exact match “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 18 contacts → | ||||
Exact match “Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 17 contacts → | ||||
Exact match “Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 17 contacts → | ||||
Exact match “We're a little bit different.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 17 contacts → | ||||
Exact match “Eticore operates in the corporate trust space, providing financial services for structured debt and managed investment vehicles, including management, accounting and registry…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fiduciary companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 201 fiduciary companies based in Australia
See the full list, filter by size, metro and specialty, and access 4,281 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fiduciary companies based in Australia at a glance
As of Nov 6, 2026Companies by employee count
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 201 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with Australia whose business descriptions match “fiduciary companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 4,281 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Fiduciary companies by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fiduciary companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fiduciary companies are there based in Australia?
RevenueBase identified 201 company matches for fiduciary companies associated with Australia as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fiduciary companies?
Sydney leads with 50 company records, followed by Melbourne (32) and Brisbane (10).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 4,281 professional contacts with verified work emails tracked across these 201 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 201 fiduciary companies based in Australia. Start with a free account, no credit card.
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Fiduciary companies by geography
- Fiduciary companies based in Melbourne, Australia
- Fiduciary companies based in Sydney, Australia
- Fiduciary companies based in Sao Paulo, Brazil
- Fiduciary companies based in Toronto, Canada
- Fiduciary companies based in Vancouver, Canada
- Fiduciary companies based in Paris, France
- Fiduciary companies based in Munich, Germany
- Fiduciary companies based in Hong Kong, Hong Kong
- Fiduciary companies based in Bangalore, India
- Fiduciary companies based in Mumbai, India
- Fiduciary companies based in New Delhi, India
- Fiduciary companies based in Pune, India
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 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.
More company lists
- All company lists
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- Lists A-Z
- New lists
- Fiduciary companies based in Melbourne, Australia
- Fiduciary companies based in Sydney, Australia
- Fiduciary companies based in Sao Paulo, Brazil
- Fiduciary companies based in Toronto, Canada
- Fiduciary companies based in Vancouver, Canada
- Fiduciary companies based in Paris, France
Company intelligence · public preview
Top 25 fiduciary companies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 201 matching company records for fiduciary companies based in Australia, with 7,494 tracked contacts and 4,281 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fiduciary companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Findexfindex.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,706 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Perpetual Limitedperpetual.com.auHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,367 contacts → |
“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  VBPvbp.auHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,019 contacts → |
“Built for Advice Firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Netwealthnetwealth.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 752 contacts → |
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Equity Trusteeseqt.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 437 contacts → |
“Equity Trustees is Australia's leading specialist trustee company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Elstonelston.com.auHQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 116 contacts → |
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fisher Investments - Australiafisherinvestments.comHQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 82 contacts → |
“Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ONE Investment Group, Australiaoneinvestment.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 71 contacts → |
“One Investment Group is an independent funds management business specialising in providing professional fiduciary and administration services to investment and asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Australian Executor Trustees Limitedaetlimited.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 71 contacts → |
“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  KOSECkosec.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 71 contacts → |
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 70 contacts → |
“Your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Boman Groupboman.groupHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 68 contacts → |
“Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Alteris Financial Groupalteris.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 48 contacts → |
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  MWL Financial Groupmwl.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 36 contacts → |
“More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Stonehouse Wealth Managementstonehousegroup.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 34 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Evolution Trusteesevolutiontrustees.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 34 contacts → |
“We are a business servicing Australian and offshore asset managers and institutions with a select range of tailored fiduciary services including corporate trustee, MIT trustee…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Byron Capitalbyroncapital.com.auHQ: Toowoomba City, AustraliaReported employees: 11-50 | Toowoomba City, Australia | 11-50 | Exact match | 26 contacts → |
“Our business is owned by the Advisers within the practice and we have no financial interest or affiliation with any financial institution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  First Samuel Limitedfirstsamuel.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Private Multi Family Officepmfo.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 22 contacts → |
“Private Multi Family Office Preserving wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Focus Partners Australia Link Financiallinkfs.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 20 contacts → |
“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Diamond Blue Financial Servicesdbfs.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Walker Lanewalkerlane.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  UP Wealth Managementupwealthmanagement.com.auHQ: Canberra, AustraliaReported employees: 11-50 | Canberra, Australia | 11-50 | Exact match | 17 contacts → |
“Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Oxygen Private Clientsoxygenpc.com.auHQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 17 contacts → |
“We're a little bit different.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Eticoreeticore.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Eticore operates in the corporate trust space, providing financial services for structured debt and managed investment vehicles, including management, accounting and registry…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 201 company matches
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Fiduciary companies: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
198 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 201 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fiduciary companies by metro
Questions about this company list
What does Exact match mean for fiduciary companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fiduciary companies did RevenueBase find based in Australia?
The saved snapshot records 201 matching company records, 7,494 tracked contacts and 4,281 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fiduciary companies by geography
- Fiduciary companies based in Melbourne, Australia
- Fiduciary companies based in Sydney, Australia
- Fiduciary companies based in Sao Paulo, Brazil
- Fiduciary companies based in Toronto, Canada
- Fiduciary companies based in Vancouver, Canada
- Fiduciary companies based in Paris, France
- Fiduciary companies based in Munich, Germany
- Fiduciary companies based in Hong Kong, Hong Kong
- Fiduciary companies based in Bangalore, India
- Fiduciary companies based in Mumbai, India
- Fiduciary companies based in New Delhi, India
- Fiduciary companies based in Pune, India
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fiduciary companies based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fiduciary-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fiduciary companies based in Melbourne, Australia
- Fiduciary companies based in Sydney, Australia
- Fiduciary companies based in Sao Paulo, Brazil
- Fiduciary companies based in Toronto, Canada
- Fiduciary companies based in Vancouver, Canada
- Fiduciary companies based in Paris, France
Company intelligence · public preview
Top 25 fiduciary companies based in Australia
RevenueBase records 201 matching company records for fiduciary companies based in Australia, with 7,494 tracked contacts and 4,281 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fiduciary companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Findexfindex.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,706 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perpetual Limitedperpetual.com.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,367 contacts → |
“Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | VBPvbp.au HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 1,019 contacts → |
“Built for Advice Firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Netwealthnetwealth.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 752 contacts → |
“Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Equity Trusteeseqt.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 437 contacts → |
“Equity Trustees is Australia's leading specialist trustee company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Elstonelston.com.au HQ: Fortitude Valley, AustraliaReported employees: 51-200 | Fortitude Valley, Australia | 51-200 | Exact match | 116 contacts → |
“Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fisher Investments - Australiafisherinvestments.com HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 82 contacts → |
“Fisher Investments® is a subsidiary of Fisher Asset Management, LLC (“FAM”) -an adviser serving individuals and institutions globally.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ONE Investment Group, Australiaoneinvestment.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 71 contacts → |
“One Investment Group is an independent funds management business specialising in providing professional fiduciary and administration services to investment and asset managers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Australian Executor Trustees Limitedaetlimited.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 71 contacts → |
“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | KOSECkosec.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 71 contacts → |
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 70 contacts → |
“Your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Boman Groupboman.group HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 68 contacts → |
“Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Alteris Financial Groupalteris.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 48 contacts → |
“Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | MWL Financial Groupmwl.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 36 contacts → |
“More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Stonehouse Wealth Managementstonehousegroup.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 34 contacts → |
“Stonehouse Wealth Management is an privately-owned financial advisory firm with offices in Brisbane, Sydney, Sunshine Coast and the Gold Coast.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Evolution Trusteesevolutiontrustees.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 34 contacts → |
“We are a business servicing Australian and offshore asset managers and institutions with a select range of tailored fiduciary services including corporate trustee, MIT trustee…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Byron Capitalbyroncapital.com.au HQ: Toowoomba City, AustraliaReported employees: 11-50 | Toowoomba City, Australia | 11-50 | Exact match | 26 contacts → |
“Our business is owned by the Advisers within the practice and we have no financial interest or affiliation with any financial institution.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | First Samuel Limitedfirstsamuel.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Private Multi Family Officepmfo.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 22 contacts → |
“Private Multi Family Office Preserving wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Focus Partners Australia Link Financiallinkfs.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 20 contacts → |
“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Diamond Blue Financial Servicesdbfs.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Walker Lanewalkerlane.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 18 contacts → |
“Walker Lane is a boutique Financial Advisory and investment management firm, built by professional financial advisers to deliver high quality financial advice to clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | UP Wealth Managementupwealthmanagement.com.au HQ: Canberra, AustraliaReported employees: 11-50 | Canberra, Australia | 11-50 | Exact match | 17 contacts → |
“Up Wealth provides financial advice and wealth management services to clients across the Sydney, ACT and NSW South Coast regions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Oxygen Private Clientsoxygenpc.com.au HQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 17 contacts → |
“We're a little bit different.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eticoreeticore.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Eticore operates in the corporate trust space, providing financial services for structured debt and managed investment vehicles, including management, accounting and registry…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 201 company matches
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Fiduciary companies: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
198 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 201 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fiduciary companies by metro
Questions about this company list
What does Exact match mean for fiduciary companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fiduciary companies did RevenueBase find based in Australia?
The saved snapshot records 201 matching company records, 7,494 tracked contacts and 4,281 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 fiduciary companies based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fiduciary-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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