Company lists · Data refreshed September 2026

Top 25 Financial planning platforms based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 75 companies tracked

RevenueBase identified 75 financial planning platforms headquartered in Sydney, Australia as of September 2026 and tracks 1,401 professional contacts across them, including 834 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers financial planning platforms headquartered in Sydney, 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

75Companies

1,401Contacts tracked

834Verified emails

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The 25 largest financial planning platforms based in Sydney, Australia

Ranked by team size

Top 25 of 75 financial planning platforms based in Sydney, 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	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
3	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
4	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
5	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
6	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
7	Financial Spectrum	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
8	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 28, 2026
9	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
10	financialadvisor.com.au	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “We specialising in helping people make good financial decision.” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	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
13	MY Plan Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Your financial goals are important!” Source: RevenueBase Database · checked Sep 28, 2026
14	Fifteen Hundred Financial Strategists	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Financial planning is not just about investments and, not only for the wealthy either.” Source: RevenueBase Database · checked Sep 28, 2026
15	Lambert Group Future Planning	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Source: RevenueBase Database · checked Sep 28, 2026
16	Upworth	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…” Source: RevenueBase Database · checked Sep 28, 2026
17	Advice Revolution	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.” Source: RevenueBase Database · checked Sep 28, 2026
18	Burcheart	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Welcome to Burcheart.” Source: RevenueBase Database · checked Sep 28, 2026
19	Moneysoft AU	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial 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 28, 2026
20	Asendium	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.” Source: RevenueBase Database · checked Sep 28, 2026
21	Riviera Wealth Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Riviera Wealth Partners was born out of the desire to create a personal Financial Planning service that is built on transparency, honesty and just doing the right thing.” Source: RevenueBase Database · checked Sep 28, 2026
22	Strategy First	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	5 contacts →
	Partial evidence “Our mission is to encourage you to dream a little to set your financial goals, then help you develop a structured plan around smart financial decisions to achieve your aspirations.” Source: RevenueBase Database · checked Sep 28, 2026
23	Three Kings Wealth Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Most people either waste their money or stress about it.” Source: RevenueBase Database · checked Sep 28, 2026
24	Turnkey Finance	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “Helping create wealth through strategic financial services” Source: RevenueBase Database · checked Sep 28, 2026
25	Apex Wealth Services	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Apex Wealth Services is a financial services company that caters for your holistic financial advice needs.” 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 75 financial planning platforms based in Sydney, Australia

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Financial planning platforms based in Sydney, Australia at a glance

As of Sep 28, 2026

59.5%Verified-email coverage

18.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 75 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 Sydney, 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 Sydney 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, 834 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 Melbourne42

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 Sydney, Australia?

RevenueBase identified 75 financial planning platforms headquartered in Sydney, 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 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 834 verified decision-maker contacts tracked across these 75 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.