Company lists · Data refreshed October 2026
Top 25 Financial services research consultants based in Australia
RevenueBase identified 130 company matches for financial services research consultants associated with Australia as of October 2026 and tracks 831 professional contacts across them, including 348 with verified work emails. Sydney is the largest hub.
This list covers company matches for financial services research consultants 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 consultants based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 90 contacts → | ||||
Exact match “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 2 | 79 contacts → | ||||
Exact match “We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 3 | 61 contacts → | ||||
Exact match “Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 31 contacts → | ||||
Exact match “PFS provides specialist advice in areas including strategy, governance, compliance and licensing, risk management, financial modelling, group insurance, actuarial matters…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 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 | |||||
| 10 | 13 contacts → | ||||
Exact match “Instinct and Reason was established in 2002 as a market research and strategic consultancy with offices in Australia (Sydney, Canberra, Darwin), U.K (London), and Canada (Kelowna).” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 11 | 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 | |||||
| 12 | 10 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “McCarthy Salkeld aims to provide the highest quality of advice in a friendly supportive manner to our clients to ensure that not only compliance matters are met within the correct…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 16 | 7 contacts → | ||||
Exact match “SKG is a amalgamation of Education and financial industry experts under one roof.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “PLEASE NOTE As of May 2021, the team at Rice Warner will be joining Deloitte’s superannuation and wealth management advisory business.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Provide strategic financial advice to individuals” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Simplifying Compliance, Empowering Growth At 62 Consulting, we know that navigating Australia’s financial services regulations can be daunting.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 21 | 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 | |||||
| 22 | 4 contacts → | ||||
Exact match “At Artisan Finance, our team possesses a vast expanse of experience within the financial industry.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “With us as your trusted advisor, we can provide you with the expertise to help you & your business reach its full potential.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “We are a financial services firm specialising in accounting, business and personal finance with networking links to a major financial planner, and business consulting."The Winning…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “We are a full service financial services company with a professional team of over 50 years combined experience.” 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 consultants”. 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 130 financial services research consultants based in Australia
See the full list, filter by size, metro and specialty, and access 348 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial services research consultants 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 130 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 consultants” 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 348 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial services research consultants are there based in Australia?
RevenueBase identified 130 company matches for financial services research consultants 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?
Frontier Advisors 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 consultants?
Sydney leads with 44 company records, followed by Melbourne (13) and Brisbane (7).
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 348 professional contacts with verified work emails tracked across these 130 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 130 financial services research consultants based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Financial services research consultants by geography
- Financial services research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
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- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
- Financial services research consultants based in Chennai, India
- Financial services research consultants based in Mumbai, India
- Financial services research consultants based in Pune, India
- Financial services research consultants based in Milan, Italy
- Financial services research consultants based in Mexico City, Mexico
- Financial services research consultants based in Stockholm, Sweden
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
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- Financial services research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
Company intelligence · public preview
Top 25 financial services research consultants 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 130 matching company records for financial services research consultants based in Australia, with 831 tracked contacts and 348 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 consultants 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 | HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 90 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 79 contacts → |
“We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 31 contacts → |
“PFS provides specialist advice in areas including strategy, governance, compliance and licensing, risk management, financial modelling, group insurance, actuarial matters…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Instinct and Reason was established in 2002 as a market research and strategic consultancy with offices in Australia (Sydney, Canberra, Darwin), U.K (London), and Canada (Kelowna).” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | HQ: North Parramatta, AustraliaReported employees: 11-50 | North Parramatta, Australia | 11-50 | Exact match | 10 contacts → |
“McCarthy Salkeld aims to provide the highest quality of advice in a friendly supportive manner to our clients to ensure that not only compliance matters are met within the correct…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 8 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
“SKG is a amalgamation of Education and financial industry experts under one roof.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 6 contacts → |
“PLEASE NOTE As of May 2021, the team at Rice Warner will be joining Deloitte’s superannuation and wealth management advisory business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“Provide strategic financial advice to individuals” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 5 contacts → |
“Simplifying Compliance, Empowering Growth At 62 Consulting, we know that navigating Australia’s financial services regulations can be daunting.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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. | |||||
| 22 | HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“At Artisan Finance, our team possesses a vast expanse of experience within the financial industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“With us as your trusted advisor, we can provide you with the expertise to help you & your business reach its full potential.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | David Dwyer & Associatesdwyercpa.com.au HQ: Jimboomba, AustraliaReported employees: 11-50 | Jimboomba, Australia | 11-50 | Exact match | 3 contacts → |
“We are a financial services firm specialising in accounting, business and personal finance with networking links to a major financial planner, and business consulting."The Winning…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“We are a full service financial services company with a professional team of over 50 years combined experience.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 130 company matches
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Financial services research consultants: 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
129 records in the displayed employee bands.
1 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 130 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 consultants by metro
Questions about this company list
What does Exact match mean for financial services research consultants?
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 consultants did RevenueBase find based in Australia?
The saved snapshot records 130 matching company records, 831 tracked contacts and 348 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 consultants by geography
- Financial services research consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
- Financial services research consultants based in Chennai, India
- Financial services research consultants based in Mumbai, India
- Financial services research consultants based in Pune, India
- Financial services research consultants based in Milan, Italy
- Financial services research consultants based in Mexico City, Mexico
- Financial services research consultants based in Stockholm, Sweden
Cite this list
RevenueBase Data Team. Top 25 financial services research consultants based in Australia. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-consultants/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 consultants based in Sydney, Australia
- Financial services research consultants based in Sao Paulo, Brazil
- Financial services research consultants based in Toronto, Canada
- Financial services research consultants based in Paris, France
- Financial services research consultants based in Frankfurt, Germany
- Financial services research consultants based in Bangalore, India
Company intelligence · public preview
Top 25 financial services research consultants based in Australia
RevenueBase records 130 matching company records for financial services research consultants based in Australia, with 831 tracked contacts and 348 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 consultants 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 | HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 90 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: Parramatta, AustraliaReported employees: 11-50 | Parramatta, Australia | 11-50 | Exact match | 79 contacts → |
“We are an independent accounting and financial consultancy firm focussed on developing customised strategies designed to fit the needs of corporate and individual clients.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 31 contacts → |
“PFS provides specialist advice in areas including strategy, governance, compliance and licensing, risk management, financial modelling, group insurance, actuarial matters…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | 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. | |||||
| 10 | HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“Instinct and Reason was established in 2002 as a market research and strategic consultancy with offices in Australia (Sydney, Canberra, Darwin), U.K (London), and Canada (Kelowna).” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | 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. | |||||
| 12 | 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. | |||||
| 13 | HQ: North Parramatta, AustraliaReported employees: 11-50 | North Parramatta, Australia | 11-50 | Exact match | 10 contacts → |
“McCarthy Salkeld aims to provide the highest quality of advice in a friendly supportive manner to our clients to ensure that not only compliance matters are met within the correct…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 8 contacts → |
“Evans + Ayers has been thinking about business and supporting our clients to make and grow their businesses for over 138 years.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
“SKG is a amalgamation of Education and financial industry experts under one roof.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“Strategic Planning Solutions is a dynamic company specialising in the provision of tailored Strategic Financial Advice” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 6 contacts → |
“PLEASE NOTE As of May 2021, the team at Rice Warner will be joining Deloitte’s superannuation and wealth management advisory business.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 5 contacts → |
“Provide strategic financial advice to individuals” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 5 contacts → |
“Simplifying Compliance, Empowering Growth At 62 Consulting, we know that navigating Australia’s financial services regulations can be daunting.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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. | |||||
| 22 | HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“At Artisan Finance, our team possesses a vast expanse of experience within the financial industry.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“With us as your trusted advisor, we can provide you with the expertise to help you & your business reach its full potential.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | David Dwyer & Associatesdwyercpa.com.au HQ: Jimboomba, AustraliaReported employees: 11-50 | Jimboomba, Australia | 11-50 | Exact match | 3 contacts → |
“We are a financial services firm specialising in accounting, business and personal finance with networking links to a major financial planner, and business consulting."The Winning…” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 3 contacts → |
“We are a full service financial services company with a professional team of over 50 years combined experience.” Recorded description excerpt · October 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 130 company matches
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Financial services research consultants: 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
129 records in the displayed employee bands.
1 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 130 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.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗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 consultants by metro
Questions about this company list
What does Exact match mean for financial services research consultants?
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 consultants did RevenueBase find based in Australia?
The saved snapshot records 130 matching company records, 831 tracked contacts and 348 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 consultants by geography
- Financial services research consultants based in Sydney, Australia
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Cite this list
RevenueBase Data Team. Top 25 financial services research consultants based in Australia. Snapshot: October 12, 2026. https://revenuebase.ai/companies/financial-services-research-consultants/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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