Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in Australia

RevenueBase identified 467 fintech investment advisors headquartered in Australia as of September 2026 and tracks 3,620 professional contacts across them, including 1,858 with verified work emails. Sydney is the largest hub.

This list covers fintech investment advisors 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
467Companies
3,620Contacts tracked
1,858Verified emails
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The 25 largest fintech investment advisors based in Australia

Ranked by team size
Top 25 of 467 fintech investment advisors based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fintech investment advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 2026201-500295 contacts →

Indirect evidence

“Viridian Financial Group is a leading Australian diversified financial services business.”

Source: RevenueBase Database · checked Sep 28, 2026
2Indirect evidenceArmidale, AustraliaHQ checked Sep 28, 2026201-500178 contacts →

Indirect evidence

“Welcome to Australia's trusted home of great advice.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceKyogle, AustraliaHQ checked Sep 28, 202611-50150 contacts →

Partial evidence

“Connect Business Solutions is located in Northern NSW and incorporates Connect Accountants & Advisors, Connect Financial Planning Services, Connect Risk Solutions & Connect…”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceMaroochydore, AustraliaHQ checked Sep 28, 2026201-500119 contacts →

Indirect evidence

“Infocus is in the business, of the business of financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202651-200106 contacts →

Indirect evidence

“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.”

Source: RevenueBase Database · checked Sep 28, 2026
6Strong evidenceSydney, AustraliaHQ checked Sep 28, 202651-200105 contacts →

Strong evidence

“Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceMilton, AustraliaHQ checked Sep 28, 202651-20051 contacts →

Indirect evidence

“Building Australia's most trusted wealth management firm.”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceBowen Hills, AustraliaHQ checked Sep 28, 202651-20049 contacts →

Indirect evidence

“At our core, we believe in helping family-owned businesses build financial resilience across generations through planning and advice services tailored for every stage of your…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceNewstead, AustraliaHQ checked Sep 28, 202611-5046 contacts →

Indirect evidence

“My Wealth Solutions is a financial planning firm with offices in Brisbane & Sydney.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202611-5041 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceKew East, AustraliaHQ checked Sep 28, 202651-20036 contacts →

Indirect evidence

“It’s time to simplify your money.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceBrisbane, AustraliaHQ checked Sep 28, 202611-5033 contacts →

Partial evidence

“Tynans is a boutique financial advisory firm in Brisbane.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202611-5032 contacts →

Indirect evidence

“We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“At Verse, we take a wildly different approach to financial advice.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceChatswood, AustraliaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“We partner with businesses and people who want to get more out of life.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceBondi Junction, AustraliaHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceSouth Yarra, AustraliaHQ checked Sep 28, 202611-5025 contacts →

Indirect evidence

“At Oracle Group, our primary focus is to ensure that each and every client has the very best financial strategy in place for both their retirement and life goals.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceSydney, AustraliaHQ checked Sep 28, 202651-20024 contacts →

Partial evidence

“HALO Technologies is the advisor platform for modern digital wealth management.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“We are a professional services financial advisory firm that is deeply committed to changing people’s lives for the better.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceBundall, AustraliaHQ checked Sep 28, 202651-20023 contacts →

Indirect evidence

“At Clear Sky Financial, we're committed to providing everyday Australians with expert financial advice that's both understandable and trustworthy.”

Source: RevenueBase Database · checked Sep 28, 2026
21Indirect evidenceAdelaide, AustraliaHQ checked Sep 28, 202611-5021 contacts →

Indirect evidence

“For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.”

Source: RevenueBase Database · checked Sep 28, 2026
22Indirect evidenceWest Leederville, AustraliaHQ checked Sep 28, 202611-5020 contacts →

Indirect evidence

“At the core of our philosophy is the desire to assist our clients to make informed decisions regarding their financial circumstances.”

Source: RevenueBase Database · checked Sep 28, 2026
23Indirect evidenceDulwich, AustraliaHQ checked Sep 28, 202611-5019 contacts →

Indirect evidence

“Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…”

Source: RevenueBase Database · checked Sep 28, 2026
24Indirect evidenceCannon Hill, AustraliaHQ checked Sep 28, 20261-1019 contacts →

Indirect evidence

“In a nutshell, we help take care of your finances so you can go live your life.” At Financial 3 we provide you with refreshingly simple advice to get your ‘Financial House™’…”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceBeaumaris, AustraliaHQ checked Sep 28, 202611-5018 contacts →

Indirect evidence

“At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 467 fintech investment advisors based in Australia

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Fintech investment advisors based in Australia at a glance

As of Sep 28, 2026
51.3%Verified-email coverage
7.8Average contacts per company
1-10Median size (employees)
13.7%Largest-city concentration · Sydney
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
320
11-50
121
51-200
19
201-500
3

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 467 companies.

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 fintech investment advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Australia whose own description of what they do matches “fintech investment advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fintech investment advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among fintech investment advisors, 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 its RevenueBase Smart Search 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, 1,858 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 28, 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

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fintech investment advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fintech investment advisors are there based in Australia?

RevenueBase identified 467 fintech investment advisors 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?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most fintech investment advisors?

Sydney leads with 64 headquartered companies, followed by Melbourne (49) and Adelaide (16).

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 1,858 verified decision-maker contacts tracked across these 467 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 28, 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 Smart Search, 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.