Company lists · Data refreshed September 2026

Top 25 Financial services firms based in Australia

RevenueBase identified 126 company matches for financial services firms associated with 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 company matches for financial services firms associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 16, 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 RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built
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 company matches for financial services firms based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 16, 20265,001-10,0002,763 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 16, 2026501-1,000176 contacts →

Exact match

“Bank of China Limited Sydney Branch”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 16, 202651-200156 contacts →

Exact match

“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 16, 202651-20082 contacts →

Exact match

“Awarded.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 16, 20261,001-5,00058 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Sep 16, 202611-5031 contacts →

Exact match

“Our vision is to transform how people engage with financial services, throughout their life stages.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 16, 202611-5029 contacts →

Exact match

“We know how busy our clients lives become, juggling business, family, individual needs or a combination of all three.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Sep 16, 20261,001-5,00026 contacts →

Exact match

“In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 16, 202611-5019 contacts →

Exact match

“Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10Exact matchNorwest, AustraliaHQ recorded Sep 16, 202611-5017 contacts →

Exact match

“Here at Nationwide Financial, we offer a suite of integrated financial solutions tailored to your needs.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 16, 202651-20015 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12Exact matchNorth Melbourne, AustraliaHQ recorded Sep 16, 20261-1011 contacts →

Exact match

“Founded on the principles of integrity and transparency, MC & T Financial Solutions has been empowering individuals and businesses since 2021.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13Exact matchMiranda, AustraliaHQ recorded Sep 16, 20261-109 contacts →

Exact match

“We work with individuals, families, businesses and institutions to deliver professional financial services and solutions that help you build, protect and manage wealth.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14Exact matchAustraliaHQ recorded Sep 16, 202611-508 contacts →

Exact match

“Regardless of where you are on life’s journey, with Spring Financial Group, you’ll encounter a fresh approach to financial advice.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Sep 16, 202611-508 contacts →

Exact match

“At MAM, we empower people to innovate and invest for a better future.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16Exact matchKent Town, AustraliaHQ recorded Sep 16, 20261-108 contacts →

Exact match

“At Brokerage & Co your financial aspirations are our priority.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Sep 16, 20261-107 contacts →

Exact match

“ThomasPrice Pty Ltd (ThomasPrice) is a bespoke non-aligned financial services company.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Sep 16, 20261-107 contacts →

Exact match

“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Sep 16, 202611-506 contacts →

Exact match

“Stature has been helping people and businesses build strong financial futures since 1997.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20Exact matchCairns, AustraliaHQ recorded Sep 16, 202611-506 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Sep 16, 20261-105 contacts →

Exact match

“Experienced banking and corporate finance professionals using our knowledge for good.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Sep 16, 20261-104 contacts →

Exact match

“At YTM Group, we offer a comprehensive suite of financial and legal services designed to help individuals, families, and businesses achieve their goals.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23Exact matchAustraliaHQ recorded Sep 16, 20261-104 contacts →

Exact match

“Essendon Finance assist it's clients with all their lending, investments and insurances needs.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24Exact matchGeelong, AustraliaHQ recorded Sep 16, 20261-104 contacts →

Exact match

“Financial Advice”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Sep 16, 20261-104 contacts →

Exact match

“Ozyloans is a banking company based out of Melbourne Australia.”

Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase

Showing 25 of 126 financial services firms based in Australia

See the full list, filter by size, metro and specialty, and access 1,256 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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
85
11-50
25
51-200
4
501-1,000
3
1,001-5,000
2
5,001-10,000
1
10001+
2

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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
Company records associated with Australia whose business descriptions match “financial services firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,256 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial services firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services firms are there based in Australia?

RevenueBase identified 126 company matches for financial services firms associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

St.George Bank tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial services firms?

Sydney leads with 28 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,256 professional contacts with verified work emails tracked across these 126 companies; direct dials are available where recorded.

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 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.