Company lists · Data refreshed September 2026
Top 25 Financial services consultancies based in Melbourne, Australia
RevenueBase identified 117 financial services consultancies headquartered in Melbourne, Australia as of September 2026 and tracks 1,445 professional contacts across them, including 759 with verified work emails. Across Australia, Sydney is the largest hub for this category (242 companies); Melbourne follows with 117.
This list covers financial services consultancies 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.
The 25 largest financial services consultancies based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 316 contacts → | ||||
Indirect evidence “BlueRock is for entrepreneurs, by entrepreneurs.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 295 contacts → | ||||
Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 172 contacts → | ||||
Indirect evidence “Protiviti is a global business consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 101 contacts → | ||||
Partial evidence “Who is First Financial?” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 92 contacts → | ||||
Partial evidence “The Hopkins Group takes pride in offering all the services you might need in order to take control of your financial future, all in one place.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 43 contacts → | ||||
Partial evidence “The OneLedger Group is a financial services group that focuses on Accounting, Finance, Insurance and Wealth.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 42 contacts → | ||||
Indirect evidence “Onefocus can oversee all aspects of your nancial aairs - from insurance, tax and accounting to SMSFs, loans and investments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 36 contacts → | ||||
Indirect evidence “At Vertex, we exist to make an impact on our clients' business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 15 contacts → | ||||
Partial evidence “With over 100 years of combined experience (including several ex bankers), our broking team has a broad knowledge of financial services and are well suited to helping you with all…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 11 contacts → | ||||
Indirect evidence “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Indirect evidence “Our mission is to help you make an educated and informed decision that suits you and your lifestyle.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “Acute Professional Services (APS) Pty Ltd Offering: We are a professional consulting firm that provides specialised services in business analysis, project management, and IT…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Partial evidence “ThomasPrice Pty Ltd (ThomasPrice) is a bespoke non-aligned financial services company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Partial evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Partial evidence “Peloton Partners delivers transformative results for financial services firms through the implementation of flexible pricing frameworks.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 7 contacts → | ||||
Indirect evidence “We are a friendly team that focuses on putting our customers’ needs first.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Indirect evidence “Experienced banking and corporate finance professionals using our knowledge for good.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 4 contacts → | ||||
Indirect evidence “Experienced corporate finance advice - helping businesses achieve their goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Partial evidence “Provide strategic financial advice to individuals” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “At YTM Group, we offer a comprehensive suite of financial and legal services designed to help individuals, families, and businesses achieve their goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “At Summit Finance Group, we put our clients first in everything we do.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “At Orbit Advisory, our focus is to provide strategic advice and and implement key practices to help start-ups and SMEs achieve sustainable growth in a highly cost effective WHAT…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “Pillar Financial offers the full suite of financial advice through our qualified, expert affiliates, with a dedicated focus on aligning with our clients’ diverse needs across:+…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
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 services consultancies. 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 services consultancies.
- Partial evidence
- Its own public description names part of financial services consultancies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial services consultancies. 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 117 financial services consultancies based in Melbourne, Australia
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Financial services consultancies based in Melbourne, Australia at a glance
As of Sep 28, 2026Companies by employee count
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 117 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 services consultancies, 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 services consultancies”. 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 services consultancies), 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 services consultancies, 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, 759 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 services consultancies by metro in Australia
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 services consultancies, 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 services consultancies are there based in Melbourne, Australia?
RevenueBase identified 117 financial services consultancies 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?
Bluerock, headquartered in Melbourne, tops this list with the largest team on record.
Which city in Australia has the most financial services consultancies?
Sydney leads Australia with 242 headquartered companies, followed by Melbourne (117) and Brisbane (49).
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 759 verified decision-maker contacts tracked across these 117 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.
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