Company lists · Data refreshed September 2026

Top 25 Fintech investment advisors based in Sydney, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 64 companies tracked

RevenueBase identified 64 fintech investment advisors headquartered in Sydney, Australia as of September 2026 and tracks 610 professional contacts across them, including 304 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers fintech investment advisors headquartered in Sydney, 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

64Companies

610Contacts tracked

304Verified emails

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The 25 largest fintech investment advisors based in Sydney, Australia

Ranked by team size

Top 25 of 64 fintech investment advisors based in Sydney, 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	DASH	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	106 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
2	Milestone Group	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	105 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
3	Pivot Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	41 contacts →
	Indirect evidence “We solve first world problems: Paying too much tax?” Source: RevenueBase Database · checked Sep 28, 2026
4	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	32 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
5	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
6	Esencia Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	24 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
7	Financial Spectrum	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “Helping you live a great life At Financial Spectrum, we focus on one thing – helping you live a great life by making smart decisions with your money.” Source: RevenueBase Database · checked Sep 28, 2026
8	Ryker Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “At Ryker Capital, we are a holistic financial advisory firm dedicated to serving clients at every stage of life, for both individuals and corporate entities.” Source: RevenueBase Database · checked Sep 28, 2026
9	Evolution Capital PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Evolution Capital is a client-focused full-service advisory firm.” Source: RevenueBase Database · checked Sep 28, 2026
10	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Source: RevenueBase Database · checked Sep 28, 2026
11	financialadvisor.com.au	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “We specialising in helping people make good financial decision.” Source: RevenueBase Database · checked Sep 28, 2026
12	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fifteen Hundred Financial Strategists	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Financial planning is not just about investments and, not only for the wealthy either.” Source: RevenueBase Database · checked Sep 28, 2026
14	PO Capital Markets PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “PO Capital Markets is a financial services company with its employees providing decades of experience coupled with next gen technology to enhance savings for trading books.” Source: RevenueBase Database · checked Sep 28, 2026
15	Newquantum	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “At New Quantum, we are redefining the future of superannuation and financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
16	EC Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “EC Financial is a boutique financial planning and advice business in the Sydney CBD.” Source: RevenueBase Database · checked Sep 28, 2026
17	Tradingwaves	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Strong evidence “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Source: RevenueBase Database · checked Sep 28, 2026
18	Wealth Journey	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Wealth Journey was formed in 2009 with a clear vision – to guide and educated clients through their most important financial decisions” Source: RevenueBase Database · checked Sep 28, 2026
19	Horizon Wealth Management - Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “At Horizon Wealth Management, we work with a select group of private clients, entrepreneurs, senior executives, business owners and their families to help them make the best use…” Source: RevenueBase Database · checked Sep 28, 2026
20	Capitalwise	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.” Source: RevenueBase Database · checked Sep 28, 2026
21	Apex Wealth Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Apex Wealth Services is a financial services company that caters for your holistic financial advice needs.” Source: RevenueBase Database · checked Sep 28, 2026
22	Franc Mark Sterling	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Whether you want to increase your assets and income or simply preserve and protect them, Franc Mark Sterling is here to help.” Source: RevenueBase Database · checked Sep 28, 2026
23	Hunterwood Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We are a full service financial services company with a professional team of over 50 years combined experience.” Source: RevenueBase Database · checked Sep 28, 2026
24	Brady & Associates Financial Advisers	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	3 contacts →
	Partial evidence “Brady & Associates Financial Advisers is a client wealth management advisory practice that operates under its own AFSL license on a fee for service basis.” Source: RevenueBase Database · checked Sep 28, 2026
25	Steps Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Seeking Financial Advice for the first time, can be daunting.” 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 64 fintech investment advisors based in Sydney, Australia

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Fintech investment advisors based in Sydney, Australia at a glance

As of Sep 28, 2026

49.8%Verified-email coverage

9.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 64 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 Sydney, 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 Sydney 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, 304 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 Melbourne49

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 Sydney, Australia?

RevenueBase identified 64 fintech investment advisors headquartered in Sydney, 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?

DASH, headquartered in Sydney, 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 304 verified decision-maker contacts tracked across these 64 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.