Company lists · Data refreshed September 2026
Top 25 Fintech wealth advisors based in Australia
RevenueBase identified 327 company matches for fintech wealth advisors associated with Australia as of September 2026 and tracks 4,322 professional contacts across them, including 2,629 with verified work emails. Sydney is the largest hub.
This list covers company matches for fintech wealth advisors associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 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 fintech wealth advisors based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 750 contacts → | ||||
Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 119 contacts → | ||||
Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 106 contacts → | ||||
Exact match “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 68 contacts → | ||||
Exact match “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 61 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 50 contacts → | ||||
Exact match “Spaceship makes investing easy, for everyone.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 36 contacts → | ||||
Exact match “It’s time to simplify your money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 32 contacts → | ||||
Exact match “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 28 contacts → | ||||
Exact match “We partner with businesses and people who want to get more out of life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 27 contacts → | ||||
Exact match “Stockspot is Australia's first and largest digital investment adviser.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 25 contacts → | ||||
Exact match “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 21 contacts → | ||||
Exact match “For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 18 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 18 contacts → | ||||
Exact match “For many Australians, finance and superannuation can often seem confusing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 17 contacts → | ||||
Exact match “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 17 contacts → | ||||
Exact match “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 14 contacts → | ||||
Exact match “With solid foundations dating back to 2002, Arrive Wealth Management is a boutique wealth management firm that helps our clients to achieve their financial goals and secure their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 14 contacts → | ||||
Exact match “We believe in the transformative power of financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 14 contacts → | ||||
Exact match “Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 14 contacts → | ||||
Exact match “At Coral Coast Financial Services, our passion is to help people achieve their idea of Financial Freedom.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 13 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 13 contacts → | ||||
Exact match “Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fintech wealth advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 327 fintech wealth advisors based in Australia
See the full list, filter by size, metro and specialty, and access 2,629 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fintech wealth advisors based in Australia at a glance
As of Sep 28, 2026Companies by employee count
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 327 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with Australia whose business descriptions match “fintech wealth advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 2,629 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Fintech wealth advisors by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fintech wealth advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fintech wealth advisors are there based in Australia?
RevenueBase identified 327 company matches for fintech wealth advisors associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Findex tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fintech wealth advisors?
Sydney leads with 64 company records, followed by Melbourne (35) and Brisbane (16).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,629 professional contacts with verified work emails tracked across these 327 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 327 fintech wealth advisors based in Australia. Start with a free account, no credit card.
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Fintech wealth advisors by geography
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Toronto, Canada
- Fintech wealth advisors based in Paris, France
- Fintech wealth advisors based in Ahmedabad, India
- Fintech wealth advisors based in Bangalore, India
- Fintech wealth advisors based in Hyderabad, India
- Fintech wealth advisors based in Mumbai, India
- Fintech wealth advisors based in New Delhi, India
- Fintech wealth advisors based in Pune, India
- Fintech wealth advisors based in Singapore, Singapore
Browse the directory
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.
More company lists
- All company lists
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- Lists A-Z
- New lists
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Toronto, Canada
- Fintech wealth advisors based in Paris, France
- Fintech wealth advisors based in Ahmedabad, India
Company intelligence · public preview
Top 25 fintech wealth advisors based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 327 matching company records for fintech wealth advisors based in Australia, with 4,322 tracked contacts and 2,629 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fintech wealth advisors based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Findexfindex.com.auHQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Infocusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  DASHdash.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 106 contacts → |
“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mason Stevensmasonstevens.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Spaceshipspaceship.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 50 contacts → |
“Spaceship makes investing easy, for everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Link Wealth Advicelinkwealth.com.auHQ: Kew East, AustraliaReported employees: 51-200 | Kew East, Australia | 51-200 | Exact match | 36 contacts → |
“It’s time to simplify your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Investsmart Group Limitedinvestsmart.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Primeadvisoryprimeadvisory.com.auHQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 28 contacts → |
“We partner with businesses and people who want to get more out of life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stockspotstockspot.com.auHQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 27 contacts → |
“Stockspot is Australia's first and largest digital investment adviser.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quantiphyquantiphy.com.au HQ: Bondi Junction, AustraliaReported employees: 11-50 | Bondi Junction, Australia | 11-50 | Exact match | 25 contacts → |
“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Elemntaelemnta.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 25 contacts → |
“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Halo Technologies PTY LTDhalo-technologies.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 24 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Opex Consulting PTY LTDopexconsulting.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 21 contacts → |
“For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vista Financial Groupvistafinancial.com.au HQ: Beaumaris, AustraliaReported employees: 11-50 | Beaumaris, Australia | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Honeywell Capitalhoneywellcapital.com.auHQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 18 contacts → |
“For many Australians, finance and superannuation can often seem confusing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Calder Wealth Managementcalderwm.com.auHQ: Unley, AustraliaReported employees: 11-50 | Unley, Australia | 11-50 | Exact match | 17 contacts → |
“For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Integral Private Wealthintegralprivatewealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Arrive Wealth Managementarrivewealthmanagement.com.auHQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 14 contacts → |
“With solid foundations dating back to 2002, Arrive Wealth Management is a boutique wealth management firm that helps our clients to achieve their financial goals and secure their…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Financial Foundations Australiafinancialfoundations.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 14 contacts → |
“We believe in the transformative power of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nugents Groupnugents.com.au HQ: Southbank, AustraliaReported employees: 11-50 | Southbank, Australia | 11-50 | Exact match | 14 contacts → |
“Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Coral Coast Financial Servicescoralcoastfinancialservices.com.auHQ: Cairns, AustraliaReported employees: 11-50 | Cairns, Australia | 11-50 | Exact match | 14 contacts → |
“At Coral Coast Financial Services, our passion is to help people achieve their idea of Financial Freedom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Ryker Capitalrykercapital.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Custodian Financial Groupcustodianfinancial.com.auHQ: Barton, AustraliaReported employees: 11-50 | Barton, Australia | 11-50 | Exact match | 13 contacts → |
“Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 327 company matches
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Fintech wealth advisors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
325 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 327 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech wealth advisors by metro
Questions about this company list
What does Exact match mean for fintech wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech wealth advisors did RevenueBase find based in Australia?
The saved snapshot records 327 matching company records, 4,322 tracked contacts and 2,629 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech wealth advisors by geography
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Toronto, Canada
- Fintech wealth advisors based in Paris, France
- Fintech wealth advisors based in Ahmedabad, India
- Fintech wealth advisors based in Bangalore, India
- Fintech wealth advisors based in Hyderabad, India
- Fintech wealth advisors based in Mumbai, India
- Fintech wealth advisors based in New Delhi, India
- Fintech wealth advisors based in Pune, India
- Fintech wealth advisors based in Singapore, Singapore
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fintech wealth advisors based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-wealth-advisors/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Toronto, Canada
- Fintech wealth advisors based in Paris, France
- Fintech wealth advisors based in Ahmedabad, India
Company intelligence · public preview
Top 25 fintech wealth advisors based in Australia
RevenueBase records 327 matching company records for fintech wealth advisors based in Australia, with 4,322 tracked contacts and 2,629 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fintech wealth advisors based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Findexfindex.com.au HQ: Melbourne, AustraliaReported employees: 1,001-5,000 | Melbourne, Australia | 1,001-5,000 | Exact match | 1,664 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Infocusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | DASHdash.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 106 contacts → |
“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mason Stevensmasonstevens.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Spaceshipspaceship.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 50 contacts → |
“Spaceship makes investing easy, for everyone.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Link Wealth Advicelinkwealth.com.au HQ: Kew East, AustraliaReported employees: 51-200 | Kew East, Australia | 51-200 | Exact match | 36 contacts → |
“It’s time to simplify your money.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Investsmart Group Limitedinvestsmart.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Primeadvisoryprimeadvisory.com.au HQ: Chatswood, AustraliaReported employees: 11-50 | Chatswood, Australia | 11-50 | Exact match | 28 contacts → |
“We partner with businesses and people who want to get more out of life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stockspotstockspot.com.au HQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 27 contacts → |
“Stockspot is Australia's first and largest digital investment adviser.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Quantiphyquantiphy.com.au HQ: Bondi Junction, AustraliaReported employees: 11-50 | Bondi Junction, Australia | 11-50 | Exact match | 25 contacts → |
“Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Elemntaelemnta.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 25 contacts → |
“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Halo Technologies PTY LTDhalo-technologies.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 24 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Opex Consulting PTY LTDopexconsulting.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 21 contacts → |
“For more than 15 years, Opex Consulting has helped financial advice businesses simplify complexity, strengthen operations and get more from their technology.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vista Financial Groupvistafinancial.com.au HQ: Beaumaris, AustraliaReported employees: 11-50 | Beaumaris, Australia | 11-50 | Exact match | 18 contacts → |
“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…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Honeywell Capitalhoneywellcapital.com.au HQ: Newcastle, AustraliaReported employees: 11-50 | Newcastle, Australia | 11-50 | Exact match | 18 contacts → |
“For many Australians, finance and superannuation can often seem confusing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Calder Wealth Managementcalderwm.com.au HQ: Unley, AustraliaReported employees: 11-50 | Unley, Australia | 11-50 | Exact match | 17 contacts → |
“For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Integral Private Wealthintegralprivatewealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 17 contacts → |
“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Arrive Wealth Managementarrivewealthmanagement.com.au HQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 14 contacts → |
“With solid foundations dating back to 2002, Arrive Wealth Management is a boutique wealth management firm that helps our clients to achieve their financial goals and secure their…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Financial Foundations Australiafinancialfoundations.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 14 contacts → |
“We believe in the transformative power of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Nugents Groupnugents.com.au HQ: Southbank, AustraliaReported employees: 11-50 | Southbank, Australia | 11-50 | Exact match | 14 contacts → |
“Firm Values and Goals Our highly qualified and experienced team works together under a shared set of values.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Coral Coast Financial Servicescoralcoastfinancialservices.com.au HQ: Cairns, AustraliaReported employees: 11-50 | Cairns, Australia | 11-50 | Exact match | 14 contacts → |
“At Coral Coast Financial Services, our passion is to help people achieve their idea of Financial Freedom.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Ryker Capitalrykercapital.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 13 contacts → |
“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.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Custodian Financial Groupcustodianfinancial.com.au HQ: Barton, AustraliaReported employees: 11-50 | Barton, Australia | 11-50 | Exact match | 13 contacts → |
“Our approach is centered around truly listening to our clients’ needs and crafting personalised strategies that align with their unique financial situations.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 327 company matches
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Fintech wealth advisors: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
325 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 327 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fintech wealth advisors by metro
Questions about this company list
What does Exact match mean for fintech wealth advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fintech wealth advisors did RevenueBase find based in Australia?
The saved snapshot records 327 matching company records, 4,322 tracked contacts and 2,629 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fintech wealth advisors by geography
- Fintech wealth advisors based in Melbourne, Australia
- Fintech wealth advisors based in Sydney, Australia
- Fintech wealth advisors based in Sao Paulo, Brazil
- Fintech wealth advisors based in Toronto, Canada
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- Fintech wealth advisors based in Bangalore, India
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- Fintech wealth advisors based in Mumbai, India
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- Fintech wealth advisors based in Singapore, Singapore
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Cite this list
RevenueBase Data Team. Top 25 fintech wealth advisors based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/fintech-wealth-advisors/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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