Company lists · Data refreshed September 2026

Top 25 Financial advisory software companies based in Australia

Name: Financial advisory software companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 112 companies tracked

RevenueBase identified 112 financial advisory software companies headquartered in Australia as of September 2026 and tracks 3,924 professional contacts across them, including 2,167 with verified work emails. Sydney is the largest hub.

This list covers financial advisory software companies 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 28, 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 28, 2026 86% judged on-target in blind review

112Companies

3,924Contacts tracked

2,167Verified emails

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The 25 largest financial advisory software companies based in Australia

Ranked by team size

Top 25 of 112 financial advisory software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to financial advisory software companies: 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	Hub24 Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Indirect evidence “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Source: RevenueBase Database · checked Sep 28, 2026
2	GBST	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	201-500	519 contacts →
	Indirect evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 28, 2026
3	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 28, 2026	201-500	178 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 28, 2026
4	Infocus	Partial evidence	Maroochydore, AustraliaHQ checked Sep 28, 2026	201-500	119 contacts →
	Partial evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
5	DASH	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	106 contacts →
	Partial evidence “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
6	Midwinter Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 28, 2026
7	Elemnta	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Source: RevenueBase Database · checked Sep 28, 2026
8	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
9	Esencia Wealth	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	24 contacts →
	Strong evidence “We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.” Source: RevenueBase Database · checked Sep 28, 2026
10	Ensombl	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Increase Value to Clients and Reduce Compliance Admin.” Source: RevenueBase Database · checked Sep 28, 2026
11	Drummond Capital Partners	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	22 contacts →
	Strong evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
12	Opex Consulting PTY LTD	Partial evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.” Source: RevenueBase Database · checked Sep 28, 2026
13	Dmca Advisory	Partial evidence	Dulwich, AustraliaHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
14	Goldsborough Financial Services	Indirect evidence	Parkside, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “We know life’s responsibilities don’t pause, leaving little time to sift through your finances and the maze of super, investment and tax rules.” Source: RevenueBase Database · checked Sep 28, 2026
15	Mint Financial Solutions	Partial evidence	Oakleigh East, AustraliaHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Mint Financial Solutions is dedicated to building a lasting relationship with our clients by developing an understanding of the changing finance needs at different stages of their…” Source: RevenueBase Database · checked Sep 28, 2026
16	ATB Wealth Strategies	Partial evidence	Parramatta, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial evidence “Are you looking for a proactive accountant and financial planner who looks at the whole picture to provide a more thorough and in-depth service?” Source: RevenueBase Database · checked Sep 28, 2026
17	Godfrey Pembroke Group PTY LTD	Partial evidence	Barton, AustraliaHQ checked Sep 28, 2026	51-200	13 contacts →
	Partial evidence “Godfrey Pembroke was founded in 1981 with a vision to provide high quality tailored financial advice to individuals, small businesses and corporations.” Source: RevenueBase Database · checked Sep 28, 2026
18	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Source: RevenueBase Database · checked Sep 28, 2026
19	Financial Simplicity	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 28, 2026
20	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 28, 2026
21	Adviserlogic	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	12 contacts →
	Strong evidence “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: RevenueBase Database · checked Sep 28, 2026
22	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
23	Astutewheel	Strong evidence	St Leonards, AustraliaHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Source: RevenueBase Database · checked Sep 28, 2026
24	Virtual Financial Advice	Partial evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Source: RevenueBase Database · checked Sep 28, 2026
25	Ifactfind	Strong evidence	Carlton North, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Source: RevenueBase Database · checked Sep 28, 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: financial advisory software companies. 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 financial advisory software companies.
Partial evidence: Its own public description names part of financial advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory software companies. 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 112 financial advisory software companies based in Australia

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Financial advisory software companies based in Australia at a glance

As of Sep 28, 2026

55.2%Verified-email coverage

35.0Average contacts per company

11-50Median size (employees)

27.7%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 112 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 financial advisory software companies, 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 “financial advisory software companies”. 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 financial advisory software companies), 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 financial advisory software companies, 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, 2,167 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 28, 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.

Financial advisory software companies by metro

Financial advisory software companies in Sydney31

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 financial advisory software companies, 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 financial advisory software companies are there based in Australia?

RevenueBase identified 112 financial advisory software companies 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most financial advisory software companies?

Sydney leads with 31 headquartered companies, followed by Melbourne (15) and Adelaide (6).

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 2,167 verified decision-maker contacts tracked across these 112 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 28, 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.