Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in Melbourne, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 42 companies tracked

RevenueBase identified 42 financial planning platforms headquartered in Melbourne, Australia as of September 2026 and tracks 538 professional contacts across them, including 354 with verified work emails. Across Australia, Sydney is the largest hub for this category (75 companies); Melbourne follows with 42.

This list covers financial planning platforms headquartered in Melbourne, 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

42Companies

538Contacts tracked

354Verified emails

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The 25 largest financial planning platforms based in Melbourne, Australia

Ranked by team size

Top 25 of 42 financial planning platforms based in Melbourne, 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	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
2	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
3	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
4	Acton Wealth PTY LTD	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “ActOn Wealth is a boutique firm of exceptionally knowledgeable and skilled financial planning advisors.” Source: RevenueBase Database · checked Sep 28, 2026
5	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 28, 2026
6	Lensell	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 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 28, 2026
7	Iyield	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “iYield is the first crypto financial planning tool.” Source: RevenueBase Database · checked Sep 28, 2026
8	Woods & Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
9	MW Wealth Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “MW Wealth Management Pty Ltd is a fully licensed and registered financial planning services provider that empowers people to grow wealth through tested-and-proven principles and…” Source: RevenueBase Database · checked Sep 28, 2026
10	Navexa	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 28, 2026
11	Larkspur Wealth	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Financial Planning We’ll help you review and improve your current financial position to meet your retirement goals.” Source: RevenueBase Database · checked Sep 28, 2026
12	Retiremap	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 2026
13	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 28, 2026
14	Fiduciary Advice	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
15	Flamingo Tech	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “A personalised financial platform that helps users manage their finances & set savings goals based on their desired lifestyle.” Source: RevenueBase Database · checked Sep 28, 2026
16	SVX Group PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “SVX (Secure Value Exchange)- Interactive and Collaborative software to advance your clients' Financial journey.” Source: RevenueBase Database · checked Sep 28, 2026
17	Hudson Advisory Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Our goal at Hudson Advisory Group is to help our clients enjoy their lives to the fullest while preserving the security of their future, through providing a long-term service of…” Source: RevenueBase Database · checked Sep 28, 2026
18	Ritch Life Advice	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
19	Firststep Investments	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.” Source: RevenueBase Database · checked Sep 28, 2026
20	Wealtheon	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “You know, I often get asked what a typical Wealtheon client looks like.” Source: RevenueBase Database · checked Sep 28, 2026
21	Jensen Financial Planning	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Jensen Financial Planning (JFP) was formed with one goal in mind to achieve our clients financial and lifestyle objectives.” Source: RevenueBase Database · checked Sep 28, 2026
22	Prosperity Planners	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “We are Melbourne based financial planners helping clients make smart decisions with their money.” Source: RevenueBase Database · checked Sep 28, 2026
23	Equity & LAW Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “At Equity & Law WEALTH, we are passionate in helping our valued clients obtain a secure financial future and achieve this due to having the required financial knowledge fit for…” Source: RevenueBase Database · checked Sep 28, 2026
24	Greene Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “At Greene Financial, we understand that a solid financial plan is invaluable.” Source: RevenueBase Database · checked Sep 28, 2026
25	Advisewell	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.” 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 42 financial planning platforms based in Melbourne, Australia

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Financial planning platforms based in Melbourne, Australia at a glance

As of Sep 28, 2026

65.8%Verified-email coverage

12.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 42 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 Melbourne, 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 Melbourne 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, 354 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 in Australia

Financial planning platforms in Sydney75

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 Melbourne, Australia?

RevenueBase identified 42 financial planning platforms headquartered in Melbourne, 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?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city in Australia has the most financial planning platforms?

Sydney leads Australia 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 354 verified decision-maker contacts tracked across these 42 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.