Company lists · Data refreshed September 2026

Top 25 Financial services firms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 126 companies tracked

RevenueBase identified 126 financial services firms headquartered in Australia as of September 2026 and tracks 47,056 professional contacts across them, including 1,256 with verified work emails. Sydney is the largest hub.

This list covers financial services firms 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 16, 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 16, 2026 86% judged on-target in blind review

126Companies

47,056Contacts tracked

1,256Verified emails

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The 25 largest financial services firms based in Australia

Ranked by team size

Top 25 of 126 financial services firms based in Australia, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services firms: 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	St.George Bank	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	5,001-10,000	2,763 contacts →
	Indirect evidence “St.George Bank is one of Australia's leading Retail and Business Banks, serving over 2.6 million consumer, business and corporate customers in Australia.” Source: RevenueBase Database · checked Sep 16, 2026
2	Bank Of China Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	501-1,000	176 contacts →
	Indirect evidence “Bank of China Limited Sydney Branch” Source: RevenueBase Database · checked Sep 16, 2026
3	Wilsons Advisory	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	156 contacts →
	Strong evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 16, 2026
4	Lending Association	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	82 contacts →
	Indirect evidence “Awarded.” Source: RevenueBase Database · checked Sep 16, 2026
5	Perpetual Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	1,001-5,000	58 contacts →
	Indirect evidence “Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 10 leading brands across three distinct businesses: asset management, wealth…” Source: RevenueBase Database · checked Sep 16, 2026
6	Yarra Lane	Strong evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	11-50	31 contacts →
	Strong evidence “Our vision is to transform how people engage with financial services, throughout their life stages.” Source: RevenueBase Database · checked Sep 16, 2026
7	People & Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	29 contacts →
	Indirect evidence “We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.” Source: RevenueBase Database · checked Sep 16, 2026
8	Phillipcapital Australia	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1,001-5,000	26 contacts →
	Indirect evidence “In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…” Source: RevenueBase Database · checked Sep 16, 2026
9	Peloton Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	19 contacts →
	Indirect evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 16, 2026
10	Nationwide Financial	Strong evidence	Norwest, AustraliaHQ checked Sep 16, 2026	11-50	17 contacts →
	Strong evidence “Here at Nationwide Financial, we offer a suite of integrated financial solutions tailored to your needs.” Source: RevenueBase Database · checked Sep 16, 2026
11	Amalgamated Australian Investment Group Aaig	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	51-200	15 contacts →
	Strong evidence “Amalgamated Australian Investment Group (aaig, the Group or the Company) was established in 2009 to take advantage of the fragmented nature of the Financial Services industry.” Source: RevenueBase Database · checked Sep 16, 2026
12	MCT Financial Solutions	Strong evidence	North Melbourne, AustraliaHQ checked Sep 16, 2026	1-10	11 contacts →
	Strong evidence “Founded on the principles of integrity and transparency, MC & T Financial Solutions has been empowering individuals and businesses since 2021.” Source: RevenueBase Database · checked Sep 16, 2026
13	Aspirations Wealth Group	Strong evidence	Miranda, AustraliaHQ checked Sep 16, 2026	1-10	9 contacts →
	Strong evidence “We work with individuals, families, businesses and institutions to deliver professional financial services and solutions that help you build, protect and manage wealth.” Source: RevenueBase Database · checked Sep 16, 2026
14	Spring Financial Group	Strong evidence	AustraliaHQ checked Sep 16, 2026	11-50	8 contacts →
	Strong evidence “Regardless of where you are on life’s journey, with Spring Financial Group, you’ll encounter a fresh approach to financial advice.” Source: RevenueBase Database · checked Sep 16, 2026
15	Mitchell Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	8 contacts →
	Indirect evidence “At MAM, we empower people to innovate and invest for a better future.” Source: RevenueBase Database · checked Sep 16, 2026
16	Brokerage & CO	Strong evidence	Kent Town, AustraliaHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “At Brokerage & Co your financial aspirations are our priority.” Source: RevenueBase Database · checked Sep 16, 2026
17	Thomas Price	Strong evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1-10	7 contacts →
	Strong evidence “ThomasPrice Pty Ltd (ThomasPrice) is a bespoke non-aligned financial services company.” Source: RevenueBase Database · checked Sep 16, 2026
18	Eikon Financial	Strong evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1-10	7 contacts →
	Strong evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 16, 2026
19	Stature Financial Group	Strong evidence	Sydney, AustraliaHQ checked Sep 16, 2026	11-50	6 contacts →
	Strong evidence “Stature has been helping people and businesses build strong financial futures since 1997.” Source: RevenueBase Database · checked Sep 16, 2026
20	SD Group Of Companies	Indirect evidence	Cairns, AustraliaHQ checked Sep 16, 2026	11-50	6 contacts →
	Indirect evidence “Our business is an award-winning organisation, founded in when SD Loans & Leasing, a boutique firm in Cairns, started helping people – just like you – build the life they want.” Source: RevenueBase Database · checked Sep 16, 2026
21	Epic Capital Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “Experienced banking and corporate finance professionals using our knowledge for good.” Source: RevenueBase Database · checked Sep 16, 2026
22	YTM Group PTY LTD	Strong evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “At YTM Group, we offer a comprehensive suite of financial and legal services designed to help individuals, families, and businesses achieve their goals.” Source: RevenueBase Database · checked Sep 16, 2026
23	Essendon Finance	Indirect evidence	AustraliaHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Essendon Finance assist it's clients with all their lending, investments and insurances needs.” Source: RevenueBase Database · checked Sep 16, 2026
24	Wealth Planning Solutions	Strong evidence	Geelong, AustraliaHQ checked Sep 16, 2026	1-10	4 contacts →
	Strong evidence “Financial Advice” Source: RevenueBase Database · checked Sep 16, 2026
25	Ozyloans	Indirect evidence	Melbourne, AustraliaHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Ozyloans is a banking company based out of Melbourne Australia.” Source: RevenueBase Database · checked Sep 16, 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 firms. 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 firms.
Partial evidence: Its own public description names part of financial services firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services firms. 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 126 financial services firms based in Australia

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Financial services firms based in Australia at a glance

As of Sep 16, 2026

2.7%Verified-email coverage

373.5Average contacts per company

1-10Median size (employees)

22.2%Largest-city concentration · Sydney

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

5,001-10,000

10001+

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 126 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 firms, 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 firms”. 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 firms), 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 firms, 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, 1,256 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 16, 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.

Financial services firms by metro

Financial services firms in Sydney28

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 firms, 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 firms are there based in Australia?

RevenueBase identified 126 financial services firms 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?

St.George Bank, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most financial services firms?

Sydney leads with 28 headquartered companies, followed by Melbourne (22) and Brisbane (3).

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 1,256 verified decision-maker contacts tracked across these 126 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 16, 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.