Company lists · Data refreshed September 2026

Top 25 Financial services CRM companies based in Australia

Name: Financial services CRM companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 90 companies tracked

RevenueBase identified 90 financial services CRM companies headquartered in Australia as of September 2026 and tracks 1,350 professional contacts across them, including 475 with verified work emails. Melbourne is the largest hub.

This list covers financial services CRM companies 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

90Companies

1,350Contacts tracked

475Verified emails

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

The 25 largest financial services CRM companies based in Australia

Ranked by team size

Top 25 of 90 financial services CRM companies 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 services CRM companies: 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	VBP	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1,001-5,000	882 contacts →
	Indirect evidence “Built for Advice Firms.” Source: RevenueBase Database · checked Sep 28, 2026
2	Salestrekker	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	44 contacts →
	Partial evidence “Salestrekker is the powerhouse group behind Salestrekker 2.0, Premium, Bundle and Basetrekker - a Salestrekker 2.0-based suite of tools designed to boost CRM solutions for…” Source: RevenueBase Database · checked Sep 28, 2026
3	Irwinsolutions PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	40 contacts →
	Partial evidence “At irwinSolutions we make it our business to provide CRM Services, Digital Marketing, and Customer Retention & Satisfaction tools for clients looking to generate new business…” Source: RevenueBase Database · checked Sep 28, 2026
4	The Itsmy Group	Partial evidence	AustraliaHQ checked Sep 28, 2026	51-200	36 contacts →
	Partial evidence “Welcome to The ItsMy Group – we provide SAAS and customer experience solutions across the insurance and financial services sector.” Source: RevenueBase Database · checked Sep 28, 2026
5	Enrizen Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “At Enrizen, we believe that every individual can create a successful life, and that every business is a success story waiting to happen.” Source: RevenueBase Database · checked Sep 28, 2026
6	Affiniti Innovations	Indirect evidence	Kent Town, AustraliaHQ checked Sep 28, 2026	11-50	19 contacts →
	Indirect evidence “At Affiniti Innovations, we believe ‘Intelligent Technology’ has the flair to make the world a better place.” Source: RevenueBase Database · checked Sep 28, 2026
7	Mint Financial Solutions	Partial evidence	Oakleigh East, AustraliaHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Mint Financial Solutions is dedicated to building a lasting relationship with our clients by developing an understanding of the changing finance needs at different stages of their…” Source: RevenueBase Database · checked Sep 28, 2026
8	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
9	Mantis Partners	Partial evidence	Bella Vista, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Everyone wants their financial needs to be simple, straight forward and effortless.” Source: RevenueBase Database · checked Sep 28, 2026
10	Fullcrm	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “At Fullcrm, we believe that CRM solutions can transform a business.” Source: RevenueBase Database · checked Sep 28, 2026
11	Eclipse Financial Services Australia	Partial evidence	Cannonvale, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Eclipse Financial Services originated in Airlie Beach, Queensland.” Source: RevenueBase Database · checked Sep 28, 2026
12	Wincollect CRM	Partial evidence	Queensland, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Welcome to the all new Wincollect CRM business software.” Source: RevenueBase Database · checked Sep 28, 2026
13	Lockedon	Partial evidence	South Penrith Lpo, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “LockedOn is a cloud-based Real Estate CRM system - Beautiful and powerful real estate software that’s so easy to use.” Source: RevenueBase Database · checked Sep 28, 2026
14	Kava CRM	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “KAVA CRM is a cloud-based CRM system designed specifically for insurance brokers to manage all aspects of client-facing activities - from managing new business leads to renewing…” Source: RevenueBase Database · checked Sep 28, 2026
15	Client Sense	Indirect evidence	Brisbane City, AustraliaHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Client Sense is a zero-data entry Client Intelligence and Relationship Management solution specifically designed for Professional Services firms.” Source: RevenueBase Database · checked Sep 28, 2026
16	Jacques Financial Group	Partial evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “We believe the most successful financial services businesses simply want to take care of their customers every step of the way.” Source: RevenueBase Database · checked Sep 28, 2026
17	Dash Software Roar Software	Partial evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	51-200	5 contacts →
	Partial evidence “Roar Software, wholly owned subsidiary of Dash Technology Group is a simplified and centralised technology platform for financial service businesses.” Source: RevenueBase Database · checked Sep 28, 2026
18	Paragem	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	5 contacts →
	Indirect evidence “We believe businesses have the power to change the world and that what they do matters.” Source: RevenueBase Database · checked Sep 28, 2026
19	GL Computing	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “GL Computing helps Small and Medium businesses make better returns through building and maintaining the business relationships with contacts and companies.” Source: RevenueBase Database · checked Sep 28, 2026
20	Forte Information Solutions	Partial evidence	Silverwater, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “ForteIS is an Australian-owned and operated business empowering its customers with a simple CRM solution for sales teams.” Source: RevenueBase Database · checked Sep 28, 2026
21	Perspective Financial Services	Indirect evidence	Elsternwick, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At Perspective, we take great pride in guiding people through the complexities of life.” Source: RevenueBase Database · checked Sep 28, 2026
22	Total CRM	Partial evidence	Doncaster East, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Total CRM is a Melbourne-based consultancy firm who have been working with CRM software since 1996.” Source: RevenueBase Database · checked Sep 28, 2026
23	Wealth Planning Solutions	Partial evidence	Geelong, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Financial Advice” Source: RevenueBase Database · checked Sep 28, 2026
24	Ostral PTY LTD	Indirect evidence	Manly, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Ostral Pty Ltd, an Australian company founded in Sydney by Philippe Soria (2006).” Source: RevenueBase Database · checked Sep 28, 2026
25	Organon Consulting PTY LTD	Partial evidence	North Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Organon Consulting is a solutions provider specialising in customer relationship management (CRM).” 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 services CRM companies. 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 CRM companies.
Partial evidence: Its own public description names part of financial services CRM companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services CRM companies. 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 90 financial services CRM companies based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 475 reachable decision-makers.

Free signup · no credit card

View the full list →

Financial services CRM companies based in Australia at a glance

As of Sep 28, 2026

35.2%Verified-email coverage

15.0Average contacts per company

1-10Median size (employees)

13.3%Largest-city concentration · Melbourne

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 90 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 CRM companies, 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 services CRM companies”. 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 CRM companies), 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 CRM companies, 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, 475 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 services CRM companies, 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 CRM companies are there based in Australia?

RevenueBase identified 90 financial services CRM companies 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?

VBP, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most financial services CRM companies?

Melbourne leads with 12 headquartered companies, followed by Sydney (12) and Brisbane (5).

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 475 verified decision-maker contacts tracked across these 90 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 90 financial services CRM companies based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

Financial services CRM companies 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.