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.
The 18 largest financial services document sharing platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | MyprosperityStrong evidence | 43 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 33 | ||||
“Complii FinTech Solutions is a secure digital platform that removes the need for paper-based compliance.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 21 | ||||
“Interfi Systems PTY LTD is a company based out of Australia.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 15 | ||||
“Identitii powers the way organisations store, transmit and share sensitive data.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 7 | Docscentre PTY LTDStrong evidence | 10 | |||
“Docscentre is one of Australia’s largest document platforms.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 | ||||
“Finally!” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | TallystonePartial evidence | 5 | |||
“Tallystone helps advisory firms and growing companies organise the corporate documentation required for transactions.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
| 12 | SVX Group PTY LTDPartial evidence | 2 | |||
“SVX (Secure Value Exchange)- Interactive and Collaborative software to advance your clients' Financial journey.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | KaddimPartial evidence | 2 | |||
“Kaddim collects client information and documents securely within minutes, not weeks.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 | ||||
“ACSISS enables secure sharing of sensitive data between consumers.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 | ||||
“Smart Document Storage that allows you to Store, Access and Share your Important Documents from Anywhere.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | EzidoxStrong evidence | 1 | |||
“ezidox™ is a secure information and document exchange platform.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Finance PerspectiveIndirect evidence | 1 | |||
“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, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 | ||||
“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, 2026Thanks. The Data Team will review it. | |||||
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, 2026Companies by employee count
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.
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