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, its RevenueBase Smart Search rating, 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 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 RevenueBase Smart Search rating 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. RevenueBase Smart Search rates how each company's information relates to financial services document sharing 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceHawthorn, Australia11-5043 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 2, 2026
2Partial evidenceSydney, Australia11-5033 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
3Indirect evidenceGeelong Cbd, Australia11-5021 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
4Indirect evidenceSydney, Australia11-5015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
5Strong evidenceBrisbane, Australia11-5014 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
6Indirect evidenceSydney, Australia11-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
7Strong evidenceMelbourne, Australia11-5010 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
8Indirect evidenceSydney, Australia11-509 contacts →

Indirect evidence

“Finally!”

Source: RevenueBase Database · checked Sep 2, 2026
9Partial evidenceBrisbane, Australia1-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
10Strong evidenceNorth Sydney, Australia51-2005 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 2, 2026
11Indirect evidenceBrisbane, Australia11-504 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
12Partial evidenceMelbourne, Australia11-502 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
13Partial evidenceSydney, Australia1-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
14Partial evidenceSydney, Australia1-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
15Partial evidenceBrisbane, Australia1-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
16Strong evidenceSydney, Australia11-501 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
17Indirect evidenceProspect, Australia1-101 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 2, 2026
18Strong evidenceBondi Junction, Australia1-101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026

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

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Financial services document sharing platforms based in Australia at a glance

As of Sep 2, 2026
50.2%Verified-email coverage
7.1%Mobile-number coverage
8.1Average contacts per company
11-50Median size (employees)
26.9%Largest-city concentration · Sydney
Sep 2, 2026Page data 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 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 document sharing 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 document sharing 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 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 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, 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

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 document sharing 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 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 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.