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 financial planning software companies for advisors headquartered in 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 financial planning software companies for advisors 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

157Companies

1,087Contacts tracked

496Verified emails

Explore this list → Free signup · no credit card · 500 free credits

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

Ranked by team size

Top 25 of 157 financial planning software companies for advisors 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 software companies for advisors: 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	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
2	Midwinter Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong 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
3	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
4	Oracle Group	Partial evidence	South Yarra, AustraliaHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	Stratus Financial Group	Strong evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Strong evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 28, 2026
6	Dmca Advisory	Partial evidence	Dulwich, AustraliaHQ checked Sep 28, 2026	11-50	19 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Vista Financial Group	Partial evidence	Beaumaris, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 28, 2026
9	OAK Financial Planning	Strong evidence	Kew East, AustraliaHQ checked Sep 28, 2026	11-50	16 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
10	Mancell Financial Group	Partial evidence	Burnie, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Mancell Financial Group was founded in February 1980.” Source: RevenueBase Database · checked Sep 28, 2026
11	Nugents Group	Indirect evidence	Southbank, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Source: RevenueBase Database · checked Sep 28, 2026
12	Profusion Planning	Strong evidence	West Leederville, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “At Profusion Planning our aim is to provide you with financial freedom.” Source: RevenueBase Database · checked Sep 28, 2026
13	Custodian Financial Group	Partial evidence	Barton, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Source: RevenueBase Database · checked Sep 28, 2026
14	Aspire Retire Wealth Advisory	Partial evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Aspire Retire is an award winning, privately owned and licensed financial services firm established in 2003.” Source: RevenueBase Database · checked Sep 28, 2026
15	Dobbrick Financial Services	Strong evidence	Gympie, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Dobbrick Financial Services is a Financial Planning business that has been operating in Queensland for over 40 years.” Source: RevenueBase Database · checked Sep 28, 2026
16	Story Wealth	Indirect evidence	Hawthorn, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “We give you the confidence to take control of your life and write the next chapter in YOUR story.” Source: RevenueBase Database · checked Sep 28, 2026
17	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
18	AJ Financial Planning	Strong evidence	AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
19	Finwest Wealth Management	Strong evidence	South Perth, AustraliaHQ checked Sep 28, 2026	1-10	10 contacts →
	Strong evidence “Our financial planning services are designed to help you achieve your goals and live the life you've always imagined.” Source: RevenueBase Database · checked Sep 28, 2026
20	Astutewheel	Strong evidence	St Leonards, AustraliaHQ checked Sep 28, 2026	11-50	10 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
21	Venture Financial Advisers	Partial evidence	Bendigo, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Located in the heart of Bendigo, Venture Financial Advisers Pty Ltd are your trusted partner when it comes to your financial future.” Source: RevenueBase Database · checked Sep 28, 2026
22	MTP Financial	Indirect evidence	Westcourt, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “Ours is a long history serving the people of Cairns.” Source: RevenueBase Database · checked Sep 28, 2026
23	Ifactfind	Strong evidence	Carlton North, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
24	Halcyon Wealth Advisers	Partial evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Source: RevenueBase Database · checked Sep 28, 2026
25	Calm Wealth Management	Partial evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “At Calm Wealth, we believe the financial advice we provide can really make a difference.” 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 software companies for advisors. 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 software companies for advisors.
Partial evidence: Its own public description names part of financial planning software companies for advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial planning software companies for advisors. 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 157 financial planning software companies for advisors based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 496 reachable decision-makers.

Free signup · no credit card

View the full list →

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

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 software companies for advisors, 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 software companies for advisors”. 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 software companies for advisors), 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 software companies for advisors, 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, 496 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.

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 software companies for advisors, 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 software companies for advisors are there based in Australia?

RevenueBase identified 157 financial planning software companies for advisors 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?

Planlogic, headquartered in Chippendale, tops this list with the largest team on record.

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

Sydney leads with 16 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 496 verified decision-maker contacts tracked across these 157 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.

Ready to reach these companies? Verified emails and direct dials for all 157 financial planning software companies for advisors based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

Financial planning software companies for advisors by geography

Browse the directory

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.