Company lists · Data refreshed September 2026

Top 18 Financial services document sharing platforms based in Australia

RevenueBase identified 26 financial services document sharing platforms headquartered in Australia as of September 2026 and tracks 211 professional contacts across them, including 106 with verified work emails and 15 with mobile numbers. Sydney is the largest hub.

This list covers financial services document sharing 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, how directly it supports the match, and when it was last checked. Data refreshed September 2, 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
26Companies
211Contacts tracked
106Verified emails
15Mobile numbers
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The 18 largest financial services document sharing platforms based in Australia

Ranked by team size
Top 18 of 26 financial services document sharing platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial services document sharing platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
MyprosperityStrong evidence
Hawthorn, Australia11-5043

“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: company website · checked Sep 2, 2026
2Sydney, Australia11-5033

“Complii FinTech Solutions is a secure digital platform that removes the need for paper-based compliance.”

Source: company website · checked Sep 2, 2026
3
Interfi Systems PTY LTDIndirect evidence
Geelong Cbd, Australia11-5021

“Interfi Systems PTY LTD is a company based out of Australia.”

Source: company website · checked Sep 2, 2026
4
IdentitiiIndirect evidence
Sydney, Australia11-5015

“Identitii powers the way organisations store, transmit and share sensitive data.”

Source: company website · checked Sep 2, 2026
5
FiskilStrong evidence
Brisbane, Australia11-5014

“Fiskil provides advanced data-sharing infrastructure for financial and energy institutions, enabling seamless, secure, and compliant access to real-time customer data.”

Source: company website · checked Sep 2, 2026
6
MiddleIndirect evidence
Sydney, Australia11-5013

“Join 1800+ top Australian brokers using our Client Discovery Portal to complete fact-finds in less than 15 mins.”

Source: company website · checked Sep 2, 2026
7
Docscentre PTY LTDStrong evidence
Melbourne, Australia11-5010

“Docscentre is one of Australia’s largest document platforms.”

Source: company website · checked Sep 2, 2026
8
PayreqIndirect evidence
Sydney, Australia11-509

“Finally!”

Source: company website · checked Sep 2, 2026
9
TallystonePartial evidence
Brisbane, Australia1-105

“Tallystone helps advisory firms and growing companies organise the corporate documentation required for transactions.”

Source: company website · checked Sep 2, 2026
10North Sydney, Australia51-2005

“Roar Software, wholly owned subsidiary of Dash Technology Group is a simplified and centralised technology platform for financial service businesses.”

Source: company website · checked Sep 2, 2026
11
DossiereIndirect evidence
Brisbane, Australia11-504

“Dossiere is a highly secure and feature-rich electronic solution that provides access to Board, executive and confidential papers.”

Source: company website · checked Sep 2, 2026
12
SVX Group PTY LTDPartial evidence
Melbourne, Australia11-502

“SVX (Secure Value Exchange)- Interactive and Collaborative software to advance your clients' Financial journey.”

Source: company website · checked Sep 2, 2026
13
KaddimPartial evidence
Sydney, Australia1-102

“Kaddim collects client information and documents securely within minutes, not weeks.”

Source: company website · checked Sep 2, 2026
14Sydney, Australia1-102

“ACSISS enables secure sharing of sensitive data between consumers.”

Source: company website · checked Sep 2, 2026
15
MiifilePartial evidence
Brisbane, Australia1-102

“Smart Document Storage that allows you to Store, Access and Share your Important Documents from Anywhere.”

Source: company website · checked Sep 2, 2026
16
EzidoxStrong evidence
Sydney, Australia11-501

“ezidox™ is a secure information and document exchange platform.”

Source: company website · checked Sep 2, 2026
17
Finance PerspectiveIndirect evidence
Prospect, Australia1-101

“We may share your information with third parties in relation to services we provide to you or goods or services in which we reasonably consider you may be interested.”

Source: company website · checked Sep 2, 2026
18
BMR Corporate SolutionsStrong evidence
Bondi Junction, Australia1-101

“BMR Corporate Solutions is an online provider of high quality Legal documentation, designed for accountants, financial planners, investment advisors and Lawyers.”

Source: company website · checked Sep 2, 2026

Showing 18 of 26 financial services document sharing platforms based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 106 reachable decision-makers.

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Financial services document sharing platforms based in Australia at a glance

As of Sep 2, 2026
11-50Median size (employees)
SydneyLargest hub · 7 HQs
15Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
10
11-50
14
51-200
1

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 document sharing platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 document sharing platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among financial services document sharing 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 an evidence 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, 106 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 2, 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

How many financial services document sharing platforms are there based in Australia?

RevenueBase identified 26 financial services document sharing 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?

Myprosperity, headquartered in Hawthorn, tops this list with the largest team on record.

Which city has the most financial services document sharing platforms?

Sydney leads with 7 headquartered companies, followed by Melbourne (5) and Brisbane (4).

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 106 verified decision-maker contacts tracked across these 26 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 2, 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.