Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 592 companies tracked

RevenueBase identified 592 financial planning platforms headquartered in Australia as of September 2026 and tracks 4,524 professional contacts across them, including 2,343 with verified work emails. Sydney is the largest hub.

This list covers financial planning 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 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

592Companies

4,524Contacts tracked

2,343Verified emails

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The 25 largest financial planning platforms based in Australia

Ranked by team size

Top 25 of 592 financial planning platforms 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 planning 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 28, 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 28, 2026
2	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 28, 2026
3	Planlogic	Strong evidence	Chippendale, AustraliaHQ checked Sep 28, 2026	51-200	145 contacts →
	Strong evidence “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Source: RevenueBase Database · checked Sep 28, 2026
4	Fiducian Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	142 contacts →
	Partial evidence “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Source: RevenueBase Database · checked Sep 28, 2026
5	Picturewealth	Indirect evidence	Perth, AustraliaHQ checked Sep 28, 2026	51-200	141 contacts →
	Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	Centric	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	65 contacts →
	Partial evidence “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Source: RevenueBase Database · checked Sep 28, 2026
8	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	59 contacts →
	Indirect evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 28, 2026
9	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial 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
10	MY Wealth Solutions	Strong evidence	Newstead, AustraliaHQ checked Sep 28, 2026	11-50	46 contacts →
	Strong evidence “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Source: RevenueBase Database · checked Sep 28, 2026
11	Myprosperity	Strong evidence	Hawthorn, AustraliaHQ checked Sep 28, 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 28, 2026
12	Tupicoffs, The Independent Financial Planners	Indirect evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	37 contacts →
	Indirect evidence “Tupicoffs provide advice on a fee for service basis.” Source: RevenueBase Database · checked Sep 28, 2026
13	Nestworth	Indirect evidence	Fortitude Valley, AustraliaHQ checked Sep 28, 2026	51-200	36 contacts →
	Indirect evidence “At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Source: RevenueBase Database · checked Sep 28, 2026
14	Green Associates Financial Planners	Strong evidence	Deakin, AustraliaHQ checked Sep 28, 2026	11-50	30 contacts →
	Strong evidence “We offer a complete and holistic Financial Planning Service, strategies are recommended in line with any stated objectives and therefore the more information we receive the more…” Source: RevenueBase Database · checked Sep 28, 2026
15	Verse Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	28 contacts →
	Partial evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
16	CA Financial Services Group	Strong evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	11-50	28 contacts →
	Strong evidence “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Source: RevenueBase Database · checked Sep 28, 2026
17	MBA Financial Strategists PTY LTD	Partial evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	11-50	26 contacts →
	Partial evidence “MBA Financial Strategists is recognised by our clients and business partners, as their first choice provider of professional, tailored advice.” Source: RevenueBase Database · checked Sep 28, 2026
18	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
19	KDM Financial And Estate Planning	Partial evidence	Lutwyche, AustraliaHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “KDM Financial specialises in providing advice to self-employed professional and small business owners, who have a desire to protect their families, their business and their income.” Source: RevenueBase Database · checked Sep 28, 2026
20	Fortnum	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “At Fortnum, we license and service, leading and client-focussed financial planning practices that want to be part of an advice community that grows and develops together.” Source: RevenueBase Database · checked Sep 28, 2026
21	Clear SKY Financial Planning	Partial evidence	Bundall, AustraliaHQ checked Sep 28, 2026	51-200	23 contacts →
	Partial evidence “At Clear Sky Financial, we're committed to providing everyday Australians with expert financial advice that's both understandable and trustworthy.” Source: RevenueBase Database · checked Sep 28, 2026
22	Morgans Milton, Springfield And Townsville	Partial evidence	Milton, AustraliaHQ checked Sep 28, 2026	11-50	21 contacts →
	Partial evidence “The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.” Source: RevenueBase Database · checked Sep 28, 2026
23	Interfi Systems PTY LTD	Indirect evidence	Geelong Cbd, AustraliaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Interfi Systems PTY LTD is a company based out of Australia.” Source: RevenueBase Database · checked Sep 28, 2026
24	Pearler	Partial evidence	Kensington, AustraliaHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Pearler is an Aussie startup that simplifies investing for financial independence.” Source: RevenueBase Database · checked Sep 28, 2026
25	Salt Financial Group PTY LTD	Partial evidence	Camberwell, AustraliaHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “You may be wondering whether you need a financial planner or wealth management advisor to help you achieve the financial security on which achieving your overarching life goals…” 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 planning 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 planning platforms.
Partial evidence: Its own public description names part of financial planning platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning 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 592 financial planning platforms based in Australia

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Financial planning platforms based in Australia at a glance

As of Sep 28, 2026

51.8%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

12.7%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

440

11-50

131

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 592 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 planning 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 planning 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 planning 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 planning 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, 2,343 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 planning platforms by metro

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 planning 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 planning platforms are there based in Australia?

RevenueBase identified 592 financial planning 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 planning platforms?

Sydney leads with 75 headquartered companies, followed by Melbourne (42) and Brisbane (18).

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 2,343 verified decision-maker contacts tracked across these 592 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.