Company lists · Data refreshed October 2026

Top 25 Financial advisors using automation companies based in Australia

Name: Financial advisors using automation companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 292 companies tracked

RevenueBase identified 292 company matches for financial advisors using automation companies associated with Australia as of October 2026 and tracks 2,516 professional contacts across them, including 1,261 with verified work emails. Sydney is the largest hub.

This list covers company matches for financial advisors using automation 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 October 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 12, 2026 How this list was built

292Companies

2,516Contacts tracked

1,261Verified emails

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The 25 largest financial advisors using automation companies based in Australia

Ranked by team size

Top 25 of 292 company matches for financial advisors using automation companies based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Viridian Financial Group	Exact match	Melbourne, AustraliaHQ recorded Oct 12, 2026	201-500	327 contacts →
	Exact match “Viridian Financial Group is a leading Australian diversified financial services business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Advisor Marketing Mastery	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	n/a	169 contacts →
	Exact match “Turnkey Solution for Independent Financial Advisors, RIAs, Wealth Managers and Insurance Brokers to Predictably and Consistently increase their clientele by getting them in front…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	DASH	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	51-200	117 contacts →
	Exact match “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Invest Blue	Exact match	Armidale, AustraliaHQ recorded Oct 12, 2026	201-500	99 contacts →
	Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Adrians Group	Exact match	Bowen Hills, AustraliaHQ recorded Oct 12, 2026	51-200	56 contacts →
	Exact match “At our core, we believe in helping family-owned businesses build financial resilience across generations through planning and advice services tailored for every stage of your…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	Direct Wealth	Exact match	Milton, AustraliaHQ recorded Oct 12, 2026	51-200	53 contacts →
	Exact match “Building Australia's most trusted wealth management firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Midwinter Financial Services	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	51-200	49 contacts →
	Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Link Wealth Advice	Exact match	Kew East, AustraliaHQ recorded Oct 12, 2026	51-200	44 contacts →
	Exact match “It’s time to simplify your money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	Treysta Wealth	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	11-50	33 contacts →
	Exact match “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Tynans	Exact match	Brisbane, AustraliaHQ recorded Oct 12, 2026	11-50	32 contacts →
	Exact match “Tynans is a boutique financial advisory firm in Brisbane.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Esencia Wealth	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	11-50	32 contacts →
	Exact match “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Primeadvisory	Exact match	Chatswood, AustraliaHQ recorded Oct 12, 2026	11-50	31 contacts →
	Exact match “We partner with businesses and people who want to get more out of life.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Quantiphy	Exact match	Bondi Junction, AustraliaHQ recorded Oct 12, 2026	11-50	28 contacts →
	Exact match “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Stockspot	Exact match	Barangaroo, AustraliaHQ recorded Oct 12, 2026	11-50	27 contacts →
	Exact match “Stockspot is Australia's first and largest digital investment adviser.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Oracle Group	Exact match	South Yarra, AustraliaHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Prosolution Private Office	Exact match	Melbourne, AustraliaHQ recorded Oct 12, 2026	11-50	22 contacts →
	Exact match “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17	Vista Financial Group	Exact match	Beaumaris, AustraliaHQ recorded Oct 12, 2026	11-50	20 contacts →
	Exact match “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18	Halo Technologies PTY LTD	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	51-200	20 contacts →
	Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19	Financial Spectrum	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	11-50	18 contacts →
	Exact match “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20	Honeywell Capital	Exact match	Newcastle, AustraliaHQ recorded Oct 12, 2026	11-50	18 contacts →
	Exact match “For many Australians, finance and superannuation can often seem confusing.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Dmca Advisory	Exact match	Dulwich, AustraliaHQ recorded Oct 12, 2026	11-50	17 contacts →
	Exact match “Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22	Ryker Capital	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
23	MY Online Adviser	Exact match	Maroochydore, AustraliaHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “We will tailor-make a strategy for your unique financial goals & objectives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24	Sustainable Life Solutions	Exact match	Sydney, AustraliaHQ recorded Oct 12, 2026	1-10	15 contacts →
	Exact match “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Dobbrick Financial Services	Exact match	Gympie, AustraliaHQ recorded Oct 12, 2026	11-50	14 contacts →
	Exact match “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Recorded in the RevenueBase company graph · Oct 12, 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 “financial advisors using automation 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 292 financial advisors using automation companies based in Australia

See the full list, filter by size, metro and specialty, and access 1,261 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisors using automation companies based in Australia at a glance

As of Oct 12, 2026

50.1%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

14.7%Largest-city concentration · Sydney

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

199

11-50

51-200

201-500

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 292 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 “financial advisors using automation 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 1,261 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 October 12, 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.

Financial advisors using automation 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 “financial advisors using automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisors using automation companies are there based in Australia?

RevenueBase identified 292 company matches for financial advisors using automation companies associated with Australia as of October 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?

Viridian Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial advisors using automation companies?

Sydney leads with 43 company records, followed by Melbourne (32) and Adelaide (11).

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 1,261 professional contacts with verified work emails tracked across these 292 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 October 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 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.