Company lists · Data refreshed October 2026
Top 25 Financial services research agencies based in Australia
RevenueBase identified 72 company matches for financial services research agencies associated with Australia as of October 2026 and tracks 603 professional contacts across them, including 191 with verified work emails. Sydney is the largest hub.
This list covers company matches for financial services research agencies 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 October 12, 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 25 largest financial services research agencies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 36 contacts → | ||||
Exact match “Investment Trends is a privately owned financial services industry research company based in Sydney, Australia.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 35 contacts → | ||||
Exact match “Rainmaker Information was founded in 1992 and has established a reputation as a leading provider of research and information about the Australian financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 31 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 · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 17 contacts → | ||||
Exact match “Independent boutique provider of financial services that span institutional sales, research, corporate finance and high net worth advice.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “We want our clients to be empowered by our unique approach to investing & achieve their financial goals through our analysis.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 6 | 17 contacts → | ||||
Exact match “Our expert team of analysts helps you diversify with your buy, hold, and sell decisions!” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 15 contacts → | ||||
Exact match “Chant West is a leading research, data and analytics provider offering a suite of premium services, insights and tools to the financial advice and super sectors, empowering…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 8 | 12 contacts → | ||||
Exact match “As a boutique full service research house, we’re able to offer transparent, high-quality insights delivered with conviction.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 9 | 11 contacts → | ||||
Exact match “Our team has a wealth of financial planning experience and we can help you achieve your financial objectives.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Action Market Research is a full-service research agency specialising in providing high quality and reliable market research services.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Lead Partners Private Wealth holds an Australian Financial Services Licence (No.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 5 contacts → | ||||
Exact match “Guidance Financial Services is for people who want advice they can trust and don’t want to be sold to.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 5 contacts → | ||||
Exact match “ThomasPrice Pty Ltd (ThomasPrice) is a bespoke non-aligned financial services company.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “More than ever, it is essential for emerging companies to have high-quality investment research undertaken, as it is a critical factor for the investment community in terms of…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 4 contacts → | ||||
Exact match “We are not specialists in all areas of finance however we do recognise that to provide a holistic service in financial services we need to direct you to people who can assist with…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “Riskinfo is the free news and information resource service designed for financial services professionals in Australia.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 2 contacts → | ||||
Exact match “At Pendium Finance, we prioritise the client experience, ensuring our service is both accessible and transparent.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 22 | 2 contacts → | ||||
Exact match “Reliable solutions from professional financial advisors can help you live the life you want.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 2 contacts → | ||||
Exact match “Qi Insights is a research & data driven consulting company, based in Australia.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “Our team of advisers have decades of experience in financial markets.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Cashflow Catalyst is a privately held Brokerage and Consultancy company that sources the "best of breed" in select financial products and services from a broad network of…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial services research agencies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 72 financial services research agencies based in Australia
See the full list, filter by size, metro and specialty, and access 191 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services research agencies based in Australia at a glance
As of Oct 12, 2026Companies by employee count
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 72 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 research agencies” 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 191 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 October 12, 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.
Financial services research agencies by metro
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 research agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services research agencies are there based in Australia?
RevenueBase identified 72 company matches for financial services research agencies associated with Australia as of October 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?
Investment Trends tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most financial services research agencies?
Sydney leads with 30 company records, followed by Melbourne (10) and North Sydney (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 191 professional contacts with verified work emails tracked across these 72 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 October 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 72 financial services research agencies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Financial services research agencies by geography
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in New York, United States
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
- Financial services research agencies based in France
- Financial services research agencies based in Germany
- Financial services research agencies based in India
- Financial services research agencies based in Italy
- Financial services research agencies based in the Netherlands
- Financial services research agencies based in South Africa
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in New York, United States
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
Company intelligence · public preview
Top 25 financial services research agencies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 72 matching company records for financial services research agencies based in Australia, with 603 tracked contacts and 191 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services research agencies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Investment Trendsinvestmenttrends.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 36 contacts → |
“Investment Trends is a privately owned financial services industry research company based in Sydney, Australia.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rainmaker Informationrainmaker.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 35 contacts → |
“Rainmaker Information was founded in 1992 and has established a reputation as a leading provider of research and information about the Australian financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Phillipcapital Australiaphillipcapital.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 31 contacts → |
“In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Unified Capital Partners Ucpsucps.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Independent boutique provider of financial services that span institutional sales, research, corporate finance and high net worth advice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Shares In Valuesharesinvalue.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 17 contacts → |
“We want our clients to be empowered by our unique approach to investing & achieve their financial goals through our analysis.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  ACE Investors PTY LTDaceinvestors.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Our expert team of analysts helps you diversify with your buy, hold, and sell decisions!” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Chant Westchantwest.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Chant West is a leading research, data and analytics provider offering a suite of premium services, insights and tools to the financial advice and super sectors, empowering…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Genium Investment Partnersgeniumip.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“As a boutique full service research house, we’re able to offer transparent, high-quality insights delivered with conviction.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ozplan Financial Servicesozplan.com.au HQ: Mitcham, AustraliaReported employees: 11-50 | Mitcham, Australia | 11-50 | Exact match | 11 contacts → |
“Our team has a wealth of financial planning experience and we can help you achieve your financial objectives.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MST Marqueemstmarquee.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Action Market Researchactionresearch.com.au HQ: Adelaide, AustraliaReported employees: 51-200 | Adelaide, Australia | 51-200 | Exact match | 9 contacts → |
“Action Market Research is a full-service research agency specialising in providing high quality and reliable market research services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lead Partners Private Wealthleadpartnerspw.com.au HQ: Auchenflower, AustraliaReported employees: 11-50 | Auchenflower, Australia | 11-50 | Exact match | 8 contacts → |
“Lead Partners Private Wealth holds an Australian Financial Services Licence (No.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Guidance Financial Services PTY LTDguidancefs.com.au HQ: Essendon, AustraliaReported employees: 1-10 | Essendon, Australia | 1-10 | Exact match | 5 contacts → |
“Guidance Financial Services is for people who want advice they can trust and don’t want to be sold to.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Thomas Pricethomasprice.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“ThomasPrice Pty Ltd (ThomasPrice) is a bespoke non-aligned financial services company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Suitabilityhubsuitabilityhub.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Independent Investment Researchindependentresearch.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“More than ever, it is essential for emerging companies to have high-quality investment research undertaken, as it is a critical factor for the investment community in terms of…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Headstart Financial Servicesheadstartfs.com.au HQ: Asquith, AustraliaReported employees: 1-10 | Asquith, Australia | 1-10 | Exact match | 4 contacts → |
“We are not specialists in all areas of finance however we do recognise that to provide a holistic service in financial services we need to direct you to people who can assist with…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Riskinforiskinfo.com.au HQ: Camberwell, AustraliaReported employees: 1-10 | Camberwell, Australia | 1-10 | Exact match | 4 contacts → |
“Riskinfo is the free news and information resource service designed for financial services professionals in Australia.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Financial Planning By Designfpbydesign.com.auHQ: Moorabbin, AustraliaReported employees: 1-10 | Moorabbin, Australia | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Abraham Financeabrahamfinance.com.au HQ: Belconnen, AustraliaReported employees: 1-10 | Belconnen, Australia | 1-10 | Exact match | 3 contacts → |
“This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pendium Financependiumfinance.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 2 contacts → |
“At Pendium Finance, we prioritise the client experience, ensuring our service is both accessible and transparent.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Supra Financesuprafinance.com.au HQ: New South Wales, AustraliaReported employees: 1-10 | New South Wales, Australia | 1-10 | Exact match | 2 contacts → |
“Reliable solutions from professional financial advisors can help you live the life you want.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  QI Insightsqiinsights.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Qi Insights is a research & data driven consulting company, based in Australia.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strathmore Investment Managementstrathmore.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Our team of advisers have decades of experience in financial markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Cashflow Catalyst PTY LTDcashflow-catalyst.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Cashflow Catalyst is a privately held Brokerage and Consultancy company that sources the "best of breed" in select financial products and services from a broad network of…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 72 company matches
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Financial services research agencies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
72 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 72 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services research agencies by metro
Questions about this company list
What does Exact match mean for financial services research agencies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services research agencies did RevenueBase find based in Australia?
The saved snapshot records 72 matching company records, 603 tracked contacts and 191 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services research agencies by geography
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in New York, United States
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
- Financial services research agencies based in France
- Financial services research agencies based in Germany
- Financial services research agencies based in India
- Financial services research agencies based in Italy
- Financial services research agencies based in the Netherlands
- Financial services research agencies based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial services research agencies based in Australia. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-agencies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in New York, United States
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
Company intelligence · public preview
Top 25 financial services research agencies based in Australia
RevenueBase records 72 matching company records for financial services research agencies based in Australia, with 603 tracked contacts and 191 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial services research agencies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Investment Trendsinvestmenttrends.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 36 contacts → |
“Investment Trends is a privately owned financial services industry research company based in Sydney, Australia.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Rainmaker Informationrainmaker.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 35 contacts → |
“Rainmaker Information was founded in 1992 and has established a reputation as a leading provider of research and information about the Australian financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Phillipcapital Australiaphillipcapital.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 31 contacts → |
“In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Unified Capital Partners Ucpsucps.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Independent boutique provider of financial services that span institutional sales, research, corporate finance and high net worth advice.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Shares In Valuesharesinvalue.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 17 contacts → |
“We want our clients to be empowered by our unique approach to investing & achieve their financial goals through our analysis.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ACE Investors PTY LTDaceinvestors.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Our expert team of analysts helps you diversify with your buy, hold, and sell decisions!” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Chant Westchantwest.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Chant West is a leading research, data and analytics provider offering a suite of premium services, insights and tools to the financial advice and super sectors, empowering…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Genium Investment Partnersgeniumip.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 12 contacts → |
“As a boutique full service research house, we’re able to offer transparent, high-quality insights delivered with conviction.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Ozplan Financial Servicesozplan.com.au HQ: Mitcham, AustraliaReported employees: 11-50 | Mitcham, Australia | 11-50 | Exact match | 11 contacts → |
“Our team has a wealth of financial planning experience and we can help you achieve your financial objectives.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | MST Marqueemstmarquee.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 10 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Action Market Researchactionresearch.com.au HQ: Adelaide, AustraliaReported employees: 51-200 | Adelaide, Australia | 51-200 | Exact match | 9 contacts → |
“Action Market Research is a full-service research agency specialising in providing high quality and reliable market research services.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lead Partners Private Wealthleadpartnerspw.com.au HQ: Auchenflower, AustraliaReported employees: 11-50 | Auchenflower, Australia | 11-50 | Exact match | 8 contacts → |
“Lead Partners Private Wealth holds an Australian Financial Services Licence (No.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Guidance Financial Services PTY LTDguidancefs.com.au HQ: Essendon, AustraliaReported employees: 1-10 | Essendon, Australia | 1-10 | Exact match | 5 contacts → |
“Guidance Financial Services is for people who want advice they can trust and don’t want to be sold to.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Thomas Pricethomasprice.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“ThomasPrice Pty Ltd (ThomasPrice) is a bespoke non-aligned financial services company.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Suitabilityhubsuitabilityhub.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Independent Investment Researchindependentresearch.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 5 contacts → |
“More than ever, it is essential for emerging companies to have high-quality investment research undertaken, as it is a critical factor for the investment community in terms of…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Headstart Financial Servicesheadstartfs.com.au HQ: Asquith, AustraliaReported employees: 1-10 | Asquith, Australia | 1-10 | Exact match | 4 contacts → |
“We are not specialists in all areas of finance however we do recognise that to provide a holistic service in financial services we need to direct you to people who can assist with…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Riskinforiskinfo.com.au HQ: Camberwell, AustraliaReported employees: 1-10 | Camberwell, Australia | 1-10 | Exact match | 4 contacts → |
“Riskinfo is the free news and information resource service designed for financial services professionals in Australia.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Financial Planning By Designfpbydesign.com.au HQ: Moorabbin, AustraliaReported employees: 1-10 | Moorabbin, Australia | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Abraham Financeabrahamfinance.com.au HQ: Belconnen, AustraliaReported employees: 1-10 | Belconnen, Australia | 1-10 | Exact match | 3 contacts → |
“This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Pendium Financependiumfinance.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 2 contacts → |
“At Pendium Finance, we prioritise the client experience, ensuring our service is both accessible and transparent.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Supra Financesuprafinance.com.au HQ: New South Wales, AustraliaReported employees: 1-10 | New South Wales, Australia | 1-10 | Exact match | 2 contacts → |
“Reliable solutions from professional financial advisors can help you live the life you want.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | QI Insightsqiinsights.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Qi Insights is a research & data driven consulting company, based in Australia.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strathmore Investment Managementstrathmore.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Our team of advisers have decades of experience in financial markets.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | The Cashflow Catalyst PTY LTDcashflow-catalyst.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Cashflow Catalyst is a privately held Brokerage and Consultancy company that sources the "best of breed" in select financial products and services from a broad network of…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Financial services research agencies: dataset insights
October 12, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
72 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 72 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial services research agencies by metro
Questions about this company list
What does Exact match mean for financial services research agencies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial services research agencies did RevenueBase find based in Australia?
The saved snapshot records 72 matching company records, 603 tracked contacts and 191 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial services research agencies by geography
- Financial services research agencies based in Sydney, Australia
- Financial services research agencies based in Mumbai, India
- Financial services research agencies based in London, United Kingdom
- Financial services research agencies based in New York, United States
- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada
- Financial services research agencies based in France
- Financial services research agencies based in Germany
- Financial services research agencies based in India
- Financial services research agencies based in Italy
- Financial services research agencies based in the Netherlands
- Financial services research agencies based in South Africa
Cite this list
RevenueBase Data Team. Top 25 financial services research agencies based in Australia. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-agencies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial services research agencies based in Brazil
- Financial services research agencies based in Canada