Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in Melbourne, Australia

Name: Fintech investment advisors based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 49 companies tracked

RevenueBase identified 49 fintech investment advisors headquartered in Melbourne, Australia as of September 2026 and tracks 531 professional contacts across them, including 354 with verified work emails. Across Australia, Sydney is the largest hub for this category (64 companies); Melbourne follows with 49.

This list covers fintech investment advisors headquartered in Melbourne, 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

49Companies

531Contacts tracked

354Verified emails

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The 25 largest fintech investment advisors based in Melbourne, Australia

Ranked by team size

Top 25 of 49 fintech investment advisors based in Melbourne, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Viridian Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	201-500	295 contacts →
	Indirect evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 28, 2026
2	Verse Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	28 contacts →
	Indirect evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
3	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026
4	Freedom Strategy Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Sep 28, 2026
5	Galley Associates	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	11 contacts →
	Indirect evidence “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Source: RevenueBase Database · checked Sep 28, 2026
6	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 28, 2026
7	Forward Path Advisory	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “Vision: Is to empower people to make better financial decisions now, for a better future.” Source: RevenueBase Database · checked Sep 28, 2026
8	KEY Change Finance	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Our mission is to help you make an educated and informed decision that suits you and your lifestyle.” Source: RevenueBase Database · checked Sep 28, 2026
9	Lensell	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 28, 2026
10	Finspective	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Most people didn’t grow up talking about money openly; certainly not at a level where our past & future financial decisions were being assessed or questioned.” Source: RevenueBase Database · checked Sep 28, 2026
11	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 28, 2026
12	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 28, 2026
13	Woods & Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Source: RevenueBase Database · checked Sep 28, 2026
14	Australian Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Provide strategic financial advice to individuals” Source: RevenueBase Database · checked Sep 28, 2026
15	Gain Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Source: RevenueBase Database · checked Sep 28, 2026
16	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 28, 2026
17	Fiduciary Advice	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
18	The Finance Alliance	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “A well structured financial household leaves no money on the table.” Source: RevenueBase Database · checked Sep 28, 2026
19	Pillar Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “Pillar Financial offers the full suite of financial advice through our qualified, expert affiliates, with a dedicated focus on aligning with our clients’ diverse needs across:+…” Source: RevenueBase Database · checked Sep 28, 2026
20	MMF Finance & Consulting	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	2 contacts →
	Indirect evidence “At mmf, we are specialist advisers that can search the marketplace to find you the best lender and package to suit your needs.” Source: RevenueBase Database · checked Sep 28, 2026
21	Adeptx Cornell.Finance	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We are a boutique financial advisory firm with deep experience across an extensive breadth of sectors and global markets.” Source: RevenueBase Database · checked Sep 28, 2026
22	SIX Park	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “At Six Park, our vision is to give you Australia’s best investment management without the high costs.” Source: RevenueBase Database · checked Sep 28, 2026
23	Hudson Advisory Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Our goal at Hudson Advisory Group is to help our clients enjoy their lives to the fullest while preserving the security of their future, through providing a long-term service of…” Source: RevenueBase Database · checked Sep 28, 2026
24	Victory Capital Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Lending Advisory” Source: RevenueBase Database · checked Sep 28, 2026
25	Firststep Investments	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fintech investment advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fintech investment advisors.
Partial evidence: Its own public description names part of fintech investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech investment advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 49 fintech investment advisors based in Melbourne, Australia

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Fintech investment advisors based in Melbourne, Australia at a glance

As of Sep 28, 2026

66.7%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 49 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 Melbourne, 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 Melbourne 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, 354 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.

Fintech investment advisors by metro in Australia

Fintech investment advisors in Sydney64

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 Melbourne, Australia?

RevenueBase identified 49 fintech investment advisors headquartered in Melbourne, 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 in Australia has the most fintech investment advisors?

Sydney leads Australia 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 354 verified decision-maker contacts tracked across these 49 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.