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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
73Companies
404Contacts tracked
202Verified emails
41Mobile numbers
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The 25 largest financial wellness platforms based in Australia

Ranked by team size
Top 25 of 73 financial wellness platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial wellness platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
PicturewealthIndirect evidence
Perth, Australia51-200138

“PictureWealth connects more advice to more lives.”

Source: company website · checked Sep 2, 2026
2
Pivot WealthIndirect evidence
Sydney, Australia11-5040

“We solve first world problems: Paying too much tax?”

Source: company website · checked Sep 2, 2026
3
BCV Financial SolutionsIndirect evidence
Frankston, Australia11-5010

“ONE mission.”

Source: company website · checked Sep 2, 2026
4
Virtual Financial AdvicePartial evidence
Brisbane, Australia11-509

“At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.”

Source: company website · checked Sep 2, 2026
5
PresspayStrong evidence
The Rocks, Australia11-509

“We're on a mission to help Australians improve their financial wellness.”

Source: company website · checked Sep 2, 2026
6
Life SherpaIndirect evidence
North Sydney, Australia1-108

“Thinking about your future?”

Source: company website · checked Sep 2, 2026
7
Financial MindfulnessPartial evidence
Sydney, Australia11-508

Financial Mindfulness is an app that measures and reduces financial stress.”

Source: company website · checked Sep 2, 2026
8
UpworthPartial evidence
Sydney, Australia1-108

“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, 2026
9
BurcheartIndirect evidence
Sydney, Australia1-107

“Welcome to Burcheart.”

Source: company website · checked Sep 2, 2026
10
Moneysoft AUPartial evidence
Sydney, Australia11-507

“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, 2026
11
Money101Strong evidence
Melbourne, Australia1-107

“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, 2026
12
OnestoPartial evidence
Melbourne, Australia11-507

“Employee Benefits Platform.”

Source: company website · checked Sep 2, 2026
13
CE BenefitsStrong evidence
Sydney, Australia11-507

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, 2026
14
MY Money CircleIndirect evidence
Brisbane, Australia1-106

“At My Money Circle, we help people build real confidence with money, not just learn about it.”

Source: company website · checked Sep 2, 2026
15
The Money CollectivePartial evidence
Melbourne, Australia1-106

“We're here to uplift your financial wellbeing.”

Source: company website · checked Sep 2, 2026
16
MarsupiumPartial evidence
Adelaide, Australia1-105

“Marsupium is revolutionising financial education by combining gamification with practical financial tools to empower individuals of all ages.”

Source: company website · checked Sep 2, 2026
17
Zodiac FinancePartial evidence
Sydney, Australia1-104

“Empowering your financial journey with care”

Source: company website · checked Sep 2, 2026
18
Your Financial WellnessStrong evidence
Sydney, Australia1-104

Financial wellness is your ability make well-informed financial decisions now and in the future.”

Source: company website · checked Sep 2, 2026
19
Nucleus WealthIndirect evidence
Melbourne, Australia11-504

“Professional‑grade investing made personal, flexible and easy to understand.”

Source: company website · checked Sep 2, 2026
20
GatherPartial evidence
Australia1-103

“Gather is a single, dependable platform where you can see, shape, and grow your wealth.”

Source: company website · checked Sep 2, 2026
21North Sydney, Australia11-503

“The Financial Wellness Group is a people-focussed, technology-led employee benefit service with a unique offering.”

Source: company website · checked Sep 2, 2026
22
Plus 7 Financial ManagementIndirect evidence
Rose Park, Australia1-103

“Importantly, our initial advice isn't a 'set and forget' service.”

Source: company website · checked Sep 2, 2026
23
Flamingo TechStrong evidence
Melbourne, Australia1-103

“A personalised financial platform that helps users manage their finances & set savings goals based on their desired lifestyle.”

Source: company website · checked Sep 2, 2026
24
HumanitiIndirect evidence
Lavender Bay, Australia11-502

“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, 2026
25Sydney, Australia1-102

“Experts in financial literacy, financial capability and economic empowerment training.”

Source: company website · checked Sep 2, 2026

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, 2026
1-10Median size (employees)
SydneyLargest hub · 22 HQs
41Contacts with mobile numbers
Sep 2, 2026Data refreshed

Companies by employee count

1-10
59
11-50
12
51-200
1
201-500
1

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.