Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Sydney, Australia

Name: Fractional cfp services agencies based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 77 companies tracked

RevenueBase identified 77 fractional cfp services agencies headquartered in Sydney, Australia as of September 2026 and tracks 366 professional contacts across them, including 160 with verified work emails. Sydney is the largest hub.

This list covers fractional cfp services agencies 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 19, 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 19, 2026 86% judged on-target in blind review

77Companies

366Contacts tracked

160Verified emails

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The 25 largest fractional cfp services agencies based in Sydney, Australia

Ranked by team size

Top 25 of 77 fractional cfp services agencies based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
2	Private Wealth Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Private Wealth Partners is a privately owned financial planning practice based in Sydney.” Source: RevenueBase Database · checked Sep 19, 2026
3	Financial Spectrum	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
4	Port Jackson Family Office	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Source: RevenueBase Database · checked Sep 19, 2026
5	Ryker Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect 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 19, 2026
6	Cardena Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Cardena Private Wealth is an independently owned, fee-for-service wealth management and advisory firm based in Sydney’s Martin Place.” Source: RevenueBase Database · checked Sep 19, 2026
7	Renaissance Wealth Advisors	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Renaissance Wealth Advisors is a boutique Wealth Management Firm and Financial Planning.” Source: RevenueBase Database · checked Sep 19, 2026
8	Fifteen Hundred Financial Strategists	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Financial planning is not just about investments and, not only for the wealthy either.” Source: RevenueBase Database · checked Sep 19, 2026
9	Lambert Group Future Planning	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Source: RevenueBase Database · checked Sep 19, 2026
10	Freshwater Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.” Source: RevenueBase Database · checked Sep 19, 2026
11	EC Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
12	Riviera Wealth Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Riviera Wealth Partners was born out of the desire to create a personal Financial Planning service that is built on transparency, honesty and just doing the right thing.” Source: RevenueBase Database · checked Sep 19, 2026
13	Horizon Wealth Management - Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
14	Peak Wealth Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We are Sydney based Financial Advisers that work intimately with you to make informed financial decisions in a tried, tested and organised manner for the long term.” Source: RevenueBase Database · checked Sep 19, 2026
15	Montre Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	Capitalwise	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
17	Apex Wealth Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
18	Hunterwood Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
19	Franc Mark Sterling	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
20	Brady & Associates Financial Advisers	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	3 contacts →
	Indirect 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 19, 2026
21	Campbell Financial Group PTY LTD	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We are a boutique financial planning firm offering you personalised and specialised financial advice and services.” Source: RevenueBase Database · checked Sep 19, 2026
22	Poole Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Poole Advisory is a boutique advisory firm offering a suite of financial services to help you get your financials under control.” Source: RevenueBase Database · checked Sep 19, 2026
23	Multiforte Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “We offer wealth advice and planning to enable our clients to live well and sleep well.” Source: RevenueBase Database · checked Sep 19, 2026
24	Principal Wealth Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “Principal Wealth Group is a boutique private advisory firm specialising in highly personalised strategic financial solutions and investment services.” Source: RevenueBase Database · checked Sep 19, 2026
25	Wrightadams Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At WrighAdams Advisory we specialise in providing professional strategic advice to help you improve your overall financial position and to ultimately achieve your long term…” Source: RevenueBase Database · checked Sep 19, 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: fractional cfp services agencies. 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 fractional cfp services agencies.
Partial evidence: Its own public description names part of fractional cfp services agencies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fractional cfp services agencies. 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 77 fractional cfp services agencies based in Sydney, Australia

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Fractional cfp services agencies based in Sydney, Australia at a glance

As of Sep 19, 2026

43.7%Verified-email coverage

4.8Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 19, 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 77 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 160 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 19, 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.

Fractional cfp services agencies by metro in Australia

Fractional cfp services agencies in Sydney77
Fractional cfp services agencies in Melbourne57
Fractional cfp services agencies in Brisbane30

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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Sydney, Australia?

RevenueBase identified 77 fractional cfp services agencies 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?

Treysta Wealth, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

Sydney leads with 77 headquartered companies, followed by Melbourne (57) and Brisbane (30).

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 160 verified decision-maker contacts tracked across these 77 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 19, 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.