Company lists · Data refreshed September 2026

Top 25 Financial planning software companies for advisors based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 157 companies tracked

RevenueBase identified 157 company matches for financial planning software companies for advisors associated with Australia as of September 2026 and tracks 1,087 professional contacts across them, including 496 with verified work emails. Sydney is the largest hub.

This list covers company matches for financial planning software companies for advisors associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

157Companies

1,087Contacts tracked

496Verified emails

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The 25 largest financial planning software companies for advisors based in Australia

Ranked by team size

Top 25 of 157 company matches for financial planning software companies for advisors based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Planlogic	Exact match	Chippendale, AustraliaHQ recorded Sep 28, 2026	51-200	145 contacts →
	Exact match “Planlogic specialises in providing financial planning solutions which simplify the advice process for financial advisers throughout Australia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Midwinter Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 28, 2026	51-200	48 contacts →
	Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	MY Wealth Solutions	Exact match	Newstead, AustraliaHQ recorded Sep 28, 2026	11-50	46 contacts →
	Exact match “My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Oracle Group	Exact match	South Yarra, AustraliaHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Stratus Financial Group	Exact match	Brisbane, AustraliaHQ recorded Sep 28, 2026	11-50	23 contacts →
	Exact match “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Dmca Advisory	Exact match	Dulwich, AustraliaHQ recorded Sep 28, 2026	11-50	19 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Vista Financial Group	Exact match	Beaumaris, AustraliaHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Honeywell Capital	Exact match	Newcastle, AustraliaHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “For many Australians, finance and superannuation can often seem confusing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	OAK Financial Planning	Exact match	Kew East, AustraliaHQ recorded Sep 28, 2026	11-50	16 contacts →
	Exact match “Oak Financial Planning is a division of Oak Group Holdings based in 3 Melbourne locations and prides itself on having a collaborative, versatile, hard working and innovative…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	Mancell Financial Group	Exact match	Burnie, AustraliaHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Nugents Group	Exact match	Southbank, AustraliaHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Profusion Planning	Exact match	West Leederville, AustraliaHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “At Profusion Planning our aim is to provide you with financial freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Custodian Financial Group	Exact match	Barton, AustraliaHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Aspire Retire Wealth Advisory	Exact match	Brisbane, AustraliaHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Dobbrick Financial Services	Exact match	Gympie, AustraliaHQ recorded Sep 28, 2026	11-50	12 contacts →
	Exact match “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Story Wealth	Exact match	Hawthorn, AustraliaHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “We give you the confidence to take control of your life and write the next chapter in YOUR story.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Adviserlogic	Exact match	Sydney, AustraliaHQ recorded Sep 28, 2026	51-200	12 contacts →
	Exact match “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	AJ Financial Planning	Exact match	AustraliaHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “AJ Financial Planning is an innovative and creative Financial Planning firm located in Porter Street, Prahran in Melbourne, Victoria - close to the trendy Greville & Chapel…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Finwest Wealth Management	Exact match	South Perth, AustraliaHQ recorded Sep 28, 2026	1-10	10 contacts →
	Exact match “Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Astutewheel	Exact match	St Leonards, AustraliaHQ recorded Sep 28, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Venture Financial Advisers	Exact match	Bendigo, AustraliaHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	MTP Financial	Exact match	Westcourt, AustraliaHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Ours is a long history serving the people of Cairns.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Ifactfind	Exact match	Carlton North, AustraliaHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Halcyon Wealth Advisers	Exact match	North Sydney, AustraliaHQ recorded Sep 28, 2026	11-50	9 contacts →
	Exact match “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Calm Wealth Management	Exact match	Adelaide, AustraliaHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “At Calm Wealth, we believe the financial advice we provide can really make a difference.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning software companies for advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 157 financial planning software companies for advisors based in Australia

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Financial planning software companies for advisors based in Australia at a glance

As of Sep 28, 2026

45.6%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

10.2%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

110

11-50

51-200

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 157 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Australia whose business descriptions match “financial planning software companies for advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 496 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning software companies for advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning software companies for advisors are there based in Australia?

RevenueBase identified 157 company matches for financial planning software companies for advisors associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Planlogic tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning software companies for advisors?

Sydney leads with 16 company records, followed by Brisbane (10) and Melbourne (10).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 496 professional contacts with verified work emails tracked across these 157 companies; direct dials are available where recorded.

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 SmartSearch, 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.