Company lists · Data refreshed September 2026

Top 25 Fintech wealth platforms based in Australia

Name: Fintech wealth platforms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 196 companies tracked

RevenueBase identified 196 fintech wealth platforms headquartered in Australia as of September 2026 and tracks 11,720 professional contacts across them, including 4,060 with verified work emails and 771 with mobile numbers. Sydney is the largest hub.

This list covers fintech wealth platforms headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase 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 RevenueBase Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

196Companies

11,720Contacts tracked

4,060Verified emails

771Mobile numbers

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The 25 largest fintech wealth platforms based in Australia

Ranked by team size

Top 25 of 196 fintech wealth platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to fintech wealth platforms: 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	Intellect Design Arena LTD	Indirect evidence	North Sydney, Australia	5,001-10,000	7,812 contacts →
	Indirect evidence “Intellect Design Arena Ltd is a global leader in enterprise-grade financial technology, delivering composable and intelligent solutions to forward-looking financial institutions…” Source: RevenueBase Database · checked Sep 2, 2026
2	Hub24 Limited	Strong evidence	Sydney, Australia	501-1,000	750 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
3	GBST	Partial evidence	Wollongong, Australia	201-500	526 contacts →
	Partial evidence “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Source: RevenueBase Database · checked Sep 2, 2026
4	Praemium	Partial evidence	Melbourne, Australia	201-500	335 contacts →
	Partial evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 2, 2026
5	Betashares	Indirect evidence	Melbourne, Australia	51-200	191 contacts →
	Indirect evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 2, 2026
6	Picturewealth	Indirect evidence	Perth, Australia	51-200	138 contacts →
	Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 2, 2026
7	Infocus	Indirect evidence	Brisbane City, Australia	201-500	116 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 2, 2026
8	Bell Direct	Partial evidence	Sydney, Australia	51-200	113 contacts →
	Partial evidence “A part of Bell Financial Group (ASX:BFG), Bell Direct is an online trading platform, designed to make Australians better off.” Source: RevenueBase Database · checked Sep 2, 2026
9	Milestone Group	Partial evidence	Sydney, Australia	51-200	107 contacts →
	Partial 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 2, 2026
10	Mason Stevens	Strong evidence	Melbourne, Australia	51-200	73 contacts →
	Strong evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 2, 2026
11	Spaceship	Indirect evidence	Sydney, Australia	51-200	51 contacts →
	Indirect evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 2, 2026
12	Myprosperity	Strong evidence	Hawthorn, Australia	11-50	43 contacts →
	Strong evidence “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Source: RevenueBase Database · checked Sep 2, 2026
13	Nestworth	Indirect evidence	Fortitude Valley, Australia	51-200	36 contacts →
	Indirect evidence “At Nestworth, our goal is to help our clients achieve their ideal nest, build their nest egg, and make a worthwhile investment in their overall well-being.” Source: RevenueBase Database · checked Sep 2, 2026
14	Investsmart Group Limited	Partial evidence	Melbourne, Australia	11-50	32 contacts →
	Partial evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 2, 2026
15	Yarra Lane	Indirect evidence	Melbourne, Australia	11-50	30 contacts →
	Indirect evidence “Our vision is to transform how people engage with financial services, throughout their life stages.” Source: RevenueBase Database · checked Sep 2, 2026
16	Stockspot	Indirect evidence	Barangaroo, Australia	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 2, 2026
17	Elemnta	Indirect evidence	Sydney, Australia	11-50	25 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026
18	Halo Technologies PTY LTD	Strong evidence	Sydney, Australia	51-200	23 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 2, 2026
19	CACHE	Indirect evidence	Sydney, Australia	11-50	22 contacts →
	Indirect evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 2, 2026
20	Interfi Systems PTY LTD	Indirect evidence	Geelong Cbd, Australia	11-50	21 contacts →
	Indirect evidence “Interfi Systems PTY LTD is a company based out of Australia.” Source: RevenueBase Database · checked Sep 2, 2026
21	Reach Markets	Indirect evidence	Melbourne, Australia	11-50	20 contacts →
	Indirect evidence “At Reach Markets, we invest in Australian growth companies with the potential to go global.” Source: RevenueBase Database · checked Sep 2, 2026
22	Honeywell Capital	Indirect evidence	Newcastle, Australia	11-50	19 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 2, 2026
23	IJ Capital	Strong evidence	Brisbane City, Australia	11-50	18 contacts →
	Strong evidence “IJ Capital is committed to providing a trustworthy wealth management platform and providing high-quality financial products and services to high net-worth customers and…” Source: RevenueBase Database · checked Sep 2, 2026
24	Openinvest	Strong evidence	Melbourne, Australia	11-50	15 contacts →
	Strong evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 2, 2026
25	Aspen Corp	Indirect evidence	Perth, Australia	11-50	14 contacts →
	Indirect evidence “We invest in our people.” Source: RevenueBase Database · checked Sep 2, 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 wealth platforms. 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 wealth platforms.
Partial evidence: Its own public description names part of fintech wealth platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fintech wealth platforms. 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 196 fintech wealth platforms based in Australia

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Fintech wealth platforms based in Australia at a glance

As of Sep 2, 2026

34.6%Verified-email coverage

6.6%Mobile-number coverage

59.8Average contacts per company

1-10Median size (employees)

24.0%Largest-city concentration · Sydney

Sep 2, 2026Page data refreshed

Companies by employee count

1-10

111

11-50

51-200

201-500

501-1,000

5,001-10,000

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 wealth platforms, 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 wealth platforms”. 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 wealth platforms), 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 wealth platforms, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and 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, 4,060 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fintech wealth platforms by metro

Fintech wealth platforms in Sydney47

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 wealth platforms, 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 wealth platforms are there based in Australia?

RevenueBase identified 196 fintech wealth platforms headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Intellect Design Arena LTD, headquartered in North Sydney, tops this list with the largest team on record.

Which city has the most fintech wealth platforms?

Sydney leads with 47 headquartered companies, followed by Melbourne (24) and Perth (8).

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 4,060 verified decision-maker contacts tracked across these 196 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase 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.