Company lists · Data refreshed September 2026

Top 25 Financial management platforms based in Australia

Name: Financial management platforms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 60 companies tracked

RevenueBase identified 60 financial management platforms headquartered in Australia as of September 2026 and tracks 1,164 professional contacts across them, including 820 with verified work emails. Sydney is the largest hub.

This list covers financial management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

60Companies

1,164Contacts tracked

820Verified emails

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The 25 largest financial management platforms based in Australia

Ranked by team size

Top 25 of 60 financial management platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to financial management platforms: 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	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	501-1,000	750 contacts →
	Partial 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 14, 2026
2	Fathom	Strong evidence	Brisbane, AustraliaHQ checked Sep 14, 2026	51-200	77 contacts →
	Strong evidence “Fathom is an easy to use management reporting, forecasting and financial analysis tool, which helps you to assess business performance, monitor trends and identify improvement…” Source: RevenueBase Database · checked Sep 14, 2026
3	Myprosperity	Strong evidence	Hawthorn, AustraliaHQ checked Sep 14, 2026	11-50	43 contacts →
	Strong evidence “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Source: RevenueBase Database · checked Sep 14, 2026
4	Interfi Systems PTY LTD	Indirect evidence	Geelong Cbd, AustraliaHQ checked Sep 14, 2026	11-50	20 contacts →
	Indirect evidence “Interfi Systems PTY LTD is a company based out of Australia.” Source: RevenueBase Database · checked Sep 14, 2026
5	MODLR	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	18 contacts →
	Indirect evidence “MODLR, short for Modeler, is the world's first Multidimensional Collaborative Spreadsheet.” Source: RevenueBase Database · checked Sep 14, 2026
6	Thriday	Strong evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	11-50	18 contacts →
	Strong evidence “The all-in-one financial management platform for your business.” Source: RevenueBase Database · checked Sep 14, 2026
7	CALXA	Indirect evidence	Townsville City, AustraliaHQ checked Sep 14, 2026	11-50	15 contacts →
	Indirect evidence “Calxa helps not-for-profits, small businesses and accountants to save time with budgets and cashflow forecasts.” Source: RevenueBase Database · checked Sep 14, 2026
8	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	11-50	15 contacts →
	Partial evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 14, 2026
9	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 14, 2026
10	Sequential	Partial evidence	Adelaide, AustraliaHQ checked Sep 14, 2026	11-50	12 contacts →
	Partial evidence “Sequential helps treasury teams at lenders and banks "level up" trust management and reporting, structured finance, treasury forecasting and pool optimisation.” Source: RevenueBase Database · checked Sep 14, 2026
11	Jazoodle	Strong evidence	Wyong, AustraliaHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “Jazoodle is an Australian company focused on creating platforms that improve financial decision-making.” Source: RevenueBase Database · checked Sep 14, 2026
12	Your Corner 360	Partial evidence	Queenscliff, AustraliaHQ checked Sep 14, 2026	11-50	9 contacts →
	Partial evidence “Your Corner 360 is a comprehensive and integrated investment & finance practice that includes wealth management, tax, accounting, legal, and mortgage services.” Source: RevenueBase Database · checked Sep 14, 2026
13	Lensell	Partial evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	9 contacts →
	Partial evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 14, 2026
14	LIZ	Strong evidence	Richmond, AustraliaHQ checked Sep 14, 2026	1-10	8 contacts →
	Strong evidence “Conveniently accessed through a user-friendly mobile application, LIZ provides renters with a personalised financial management platform to take control of their lifestyle journey…” Source: RevenueBase Database · checked Sep 14, 2026
15	Moneysoft AU	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	7 contacts →
	Strong evidence “Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Source: RevenueBase Database · checked Sep 14, 2026
16	Flexigrow	Indirect evidence	Brisbane, AustraliaHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Flexigrow’s business growth software provides simple, yet powerful tools designed to increase efficiency and maximise capital growth.” Source: RevenueBase Database · checked Sep 14, 2026
17	Methodic	Indirect evidence	Surry Hills, AustraliaHQ checked Sep 14, 2026	11-50	6 contacts →
	Indirect evidence “Methodic provides the essential tools FinTechs need to thrive.” Source: RevenueBase Database · checked Sep 14, 2026
18	NOSIS	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “Nosis is the absolute best way to track financial data from multiple asset classes all in one place.” Source: RevenueBase Database · checked Sep 14, 2026
19	Mytreasur-E	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	5 contacts →
	Partial evidence “MyTreasur-e is a specialist Treasury Management Software (TMS) provider.” Source: RevenueBase Database · checked Sep 14, 2026
20	Essatto Software	Indirect evidence	Subiaco, AustraliaHQ checked Sep 14, 2026	11-50	5 contacts →
	Indirect evidence “Essatto does many of the things that your Accounting or ERP system can’t easily do.” Source: RevenueBase Database · checked Sep 14, 2026
21	Dash Software Roar Software	Strong evidence	North Sydney, AustraliaHQ checked Sep 14, 2026	51-200	5 contacts →
	Strong evidence “Roar Software, wholly owned subsidiary of Dash Technology Group is a simplified and centralised technology platform for financial service businesses.” Source: RevenueBase Database · checked Sep 14, 2026
22	Retiremap	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “RetireMap isn't just another planning tool - it's the game-changing solution for Advisors who are ready to break free from the frustrating limitations of clunky, outdated systems.” Source: RevenueBase Database · checked Sep 14, 2026
23	Gather	Partial evidence	Gatherwealth.com.au, AustraliaHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “Gather is a single, dependable platform where you can see, shape, and grow your wealth.” Source: RevenueBase Database · checked Sep 14, 2026
24	Findesk	Indirect evidence	North Sydney, AustraliaHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
25	Premier Construction Software Australia	Strong evidence	Fortitude Valley, AustraliaHQ checked Sep 14, 2026	51-200	3 contacts →
	Strong evidence “Empower your business with Premier - the ultimate financial management solution for the construction industry.” Source: RevenueBase Database · checked Sep 14, 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 management platforms. 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 management platforms.
Partial evidence: Its own public description names part of financial management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial management platforms. 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 60 financial management platforms based in Australia

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Financial management platforms based in Australia at a glance

As of Sep 14, 2026

70.4%Verified-email coverage

19.4Average contacts per company

1-10Median size (employees)

21.7%Largest-city concentration · Sydney

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 60 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 management platforms, 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 management platforms”. 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 management platforms), 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 management platforms, 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, 820 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial management platforms, 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 management platforms are there based in Australia?

RevenueBase identified 60 financial management platforms 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 management platforms?

Sydney leads with 13 headquartered companies, followed by Melbourne (11) and Brisbane (4).

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 820 verified decision-maker contacts tracked across these 60 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 14, 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.