Company lists · Data refreshed September 2026
Top 25 Financial wellness platforms based in Australia
RevenueBase identified 73 financial wellness platforms headquartered in Australia as of September 2026 and tracks 404 professional contacts across them, including 202 with verified work emails and 41 with mobile numbers. Sydney is the largest hub.
This list covers financial wellness platforms headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial wellness platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | PicturewealthIndirect evidence | 138 | |||
“PictureWealth connects more advice to more lives.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | Pivot WealthIndirect evidence | 40 | |||
“We solve first world problems: Paying too much tax?” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 | ||||
“ONE mission.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | Virtual Financial AdvicePartial evidence | 9 | |||
“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | PresspayStrong evidence | 9 | |||
“We're on a mission to help Australians improve their financial wellness.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | Life SherpaIndirect evidence | 8 | |||
“Thinking about your future?” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 | ||||
“Financial Mindfulness is an app that measures and reduces financial stress.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | UpworthPartial evidence | 8 | |||
“Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 | ||||
“Welcome to Burcheart.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | Moneysoft AUPartial evidence | 7 | |||
“Moneysoft is an automated personal financial management solution, allowing financial professionals and their clients, to collaborate in the areas of cash-flow, budgeting and…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | Money101Strong evidence | 7 | |||
“We've been creating Australia's best digital financial wellness programs and engaging interactive modules since 2004, establishing Money101 as the leading provider of financial…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 | ||||
“Employee Benefits Platform.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 | ||||
“Financial Wellness (In the Workplace) our mission is straightforward: “Teach employees how the financial system works and how to get ahead in it!” We have built an Income…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | MY Money CircleIndirect evidence | 6 | |||
“At My Money Circle, we help people build real confidence with money, not just learn about it.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | The Money CollectivePartial evidence | 6 | |||
“We're here to uplift your financial wellbeing.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | MarsupiumPartial evidence | 5 | |||
“Marsupium is revolutionising financial education by combining gamification with practical financial tools to empower individuals of all ages.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Zodiac FinancePartial evidence | 4 | |||
“Empowering your financial journey with care” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | Your Financial WellnessStrong evidence | 4 | |||
“Financial wellness is your ability make well-informed financial decisions now and in the future.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 4 | ||||
“Professional‑grade investing made personal, flexible and easy to understand.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 | ||||
“Gather is a single, dependable platform where you can see, shape, and grow your wealth.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | The Financial Wellness GroupStrong evidence | 3 | |||
“The Financial Wellness Group is a people-focussed, technology-led employee benefit service with a unique offering.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | Plus 7 Financial ManagementIndirect evidence | 3 | |||
“Importantly, our initial advice isn't a 'set and forget' service.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 | ||||
“A personalised financial platform that helps users manage their finances & set savings goals based on their desired lifestyle.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 | ||||
“Humaniti was founded in Australia by a team of experts from the research, consulting, personal finance and technology sectors.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 | ||||
“Experts in financial literacy, financial capability and economic empowerment training.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 73 financial wellness platforms based in Australia
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Financial wellness platforms based in Australia at a glance
As of Sep 2, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial wellness platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Australia whose own description of what they do matches “financial wellness platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial wellness platforms, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 202 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
How many financial wellness platforms are there based in Australia?
RevenueBase identified 73 financial wellness platforms headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Picturewealth, headquartered in Perth, tops this list with the largest team on record.
Which city has the most financial wellness platforms?
Sydney leads with 22 headquartered companies, followed by Melbourne (15) and Brisbane (7).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 202 verified decision-maker contacts tracked across these 73 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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