Company lists · Data refreshed September 2026

Top 23 Financial services CRM platforms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 44 companies tracked

RevenueBase identified 44 financial services CRM platforms headquartered in Australia as of September 2026 and tracks 1,671 professional contacts across them, including 902 with verified work emails. Sydney is the largest hub.

This list covers financial services CRM platforms 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

44Companies

1,671Contacts tracked

902Verified emails

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The 23 largest financial services CRM platforms based in Australia

Ranked by team size

Top 23 of 44 financial services CRM platforms 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 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	GBST	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	201-500	519 contacts →
	Indirect evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 28, 2026
3	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
4	Myprosperity	Strong evidence	Hawthorn, AustraliaHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
5	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
6	Cloudcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	33 contacts →
	Indirect evidence “Since being founded in Australia 2015, we have helped our domestic and international clients change their businesses rapidly by streamlining customer fulfilment and origination…” Source: RevenueBase Database · checked Sep 28, 2026
7	Interfi Systems PTY LTD	Indirect evidence	Geelong Cbd, AustraliaHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “Interfi Systems PTY LTD is a company based out of Australia.” Source: RevenueBase Database · checked Sep 28, 2026
8	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
9	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
10	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
11	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
12	Dash Software Roar Software	Strong evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	51-200	5 contacts →
	Strong 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
13	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
14	HOUND	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Partial evidence “A new SaaS platform for mortgage brokers to drive growth and profitability through customer retention.” Source: RevenueBase Database · checked Sep 28, 2026
15	Loan Garage	Indirect evidence	Gregory Hills, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Choose Your Journey & Fuel Your Growth with Loan Garage or Garage Pro – Built for Brokers, Powered by Innovation 1.” Source: RevenueBase Database · checked Sep 28, 2026
16	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
17	Axcess Consulting Group PTY LTD	Strong evidence	Geelong, AustraliaHQ checked Sep 28, 2026	11-50	3 contacts →
	Strong evidence “The Axcess Relationship Manager (ARMnet) is a complete financial product management platform designed by Axcess Consulting Group Pty Ltd.” Source: RevenueBase Database · checked Sep 28, 2026
18	Wealthx	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “The most advanced broker & client PFM in the market with industry leading features.” Source: RevenueBase Database · checked Sep 28, 2026
19	XEPPO	Partial evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “Xeppo is a world-first tool for financial advisors, business advisors and accountants.” Source: RevenueBase Database · checked Sep 28, 2026
20	Firststep Investments	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Strong evidence “FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.” Source: RevenueBase Database · checked Sep 28, 2026
21	Otto Digital PTY LTD	Indirect evidence	Southbank, AustraliaHQ checked Sep 28, 2026	11-50	1 contacts →
	Indirect evidence “We're not your average software developers.nor do we ever want to be!” Source: RevenueBase Database · checked Sep 28, 2026
22	Clientflow	Strong evidence	Wollongong, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Strong evidence “Clientflow is an all-in-one marketing automation and CRM platform for established services businesses that need sophisticated marketing systems to match their operational…” Source: RevenueBase Database · checked Sep 28, 2026
23	Profiler	Indirect evidence	Perth, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Development and Support of the Profiler Customer Relationship System” 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 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 services CRM platforms.
Partial evidence: Its own public description names part of financial services CRM platforms, 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 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 23 of 44 financial services CRM platforms based in Australia

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Financial services CRM platforms based in Australia at a glance

As of Sep 28, 2026

54.0%Verified-email coverage

38.0Average contacts per company

11-50Median size (employees)

27.3%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 44 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 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 Australia whose own description of what they do matches “financial services CRM 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 services CRM 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 services CRM platforms, 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, 902 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 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 services CRM platforms are there based in Australia?

RevenueBase identified 44 financial services CRM platforms 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most financial services CRM platforms?

Sydney leads with 12 headquartered companies, followed by Melbourne (5) and Adelaide (2).

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 902 verified decision-maker contacts tracked across these 44 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.