Company lists · Data refreshed November 2026
Top 19 Fund selection consultants based in Australia
RevenueBase identified 32 company matches for fund selection consultants associated with Australia as of November 2026 and tracks 832 professional contacts across them, including 381 with verified work emails. Sydney is the largest hub.
This list covers company matches for fund selection consultants 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 November 6, 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 19 largest fund selection consultants based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 192 contacts → | ||||
Exact match “JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 111 contacts → | ||||
Exact match “Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 91 contacts → | ||||
Exact match “Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 62 contacts → | ||||
Exact match “Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 58 contacts → | ||||
Exact match “We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 32 contacts → | ||||
Exact match “Foresight Analytics is a leading provider of data-driven investment consulting and analytical solutions to institutional investors, fund buyers and sellers.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “At Platypus, we strive to make the All Ordinaries look, well, ordinary.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Evergreen is one of Australia's leading investment consultants.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 7 contacts → | ||||
Exact match “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 6 contacts → | ||||
Exact match “FundMonitors.com produces rigorous, high quality research on over 1100 actively managed funds to assist investors, trustees and their advisors with appropriate manager selection…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Helm Capital Pty Ltd ABN 23 002 336 254 is dedicated to creating and preserving long term wealth for clients through quality investment, technical advice and service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “Corinella Capital Partners is an investment advisory firm that was formed in 2018 to meet the needs of wealth managers, superannuation funds, family offices, endowments and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Your trusted, independent and proven investment partner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “Our team of advisers have decades of experience in financial markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “WP Invest is a boutique investment consultant founded by Bruce Maloney.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Principia Investment Consultants works with financial advisors to provide independent and ongoing investment governance oversight.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Assurity Financial Group is an investment management company based out of NSW, Australia” Recorded in the RevenueBase company graph · Nov 6, 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 “fund selection consultants”. 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 19 of 32 fund selection consultants based in Australia
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Fund selection consultants based in Australia at a glance
As of Nov 6, 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 32 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 “fund selection consultants” 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 381 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 November 6, 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.
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 “fund selection consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fund selection consultants are there based in Australia?
RevenueBase identified 32 company matches for fund selection consultants associated with Australia as of November 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?
Jana Investment Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most fund selection consultants?
Sydney leads with 14 company records, followed by Melbourne (7) and Adelaide (1).
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 381 professional contacts with verified work emails tracked across these 32 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 November 6, 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 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.
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Company intelligence · public preview
Top 19 fund selection consultants 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 32 matching company records for fund selection consultants based in Australia, with 832 tracked contacts and 381 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 19 fund selection consultants 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 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 192 contacts → |
“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Channel Capitalchannel.capitalHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 111 contacts → |
“Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Frontier Advisorsfrontieradvisors.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 91 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Zenith Investment Partnerszenithpartners.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 62 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Amal, Part Of Iq-Eqiqeq.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 58 contacts → |
“We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Foresight Analyticsforesight-analytics.comHQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 32 contacts → |
“Foresight Analytics is a leading provider of data-driven investment consulting and analytical solutions to institutional investors, fund buyers and sellers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Platypus Asset Managementplatypus.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“At Platypus, we strive to make the All Ordinaries look, well, ordinary.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Halcyon Wealth Advisershalcyonwealth.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Evergreen Consultantsevergreenconsultants.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Evergreen is one of Australia's leading investment consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Peak Asset Managementpeakassetmanagement.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  fundmonitors.comfundmonitors.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“FundMonitors.com produces rigorous, high quality research on over 1100 actively managed funds to assist investors, trustees and their advisors with appropriate manager selection…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Helm Capital PTY LTDhelm.com.au HQ: Mt Pleasant, AustraliaReported employees: 1-10 | Mt Pleasant, Australia | 1-10 | Exact match | 3 contacts → |
“Helm Capital Pty Ltd ABN 23 002 336 254 is dedicated to creating and preserving long term wealth for clients through quality investment, technical advice and service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Franklin Advisoryfranklinadvisory.com.auHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Corinella Capital Partnerscorinellacapital.comHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Corinella Capital Partners is an investment advisory firm that was formed in 2018 to meet the needs of wealth managers, superannuation funds, family offices, endowments and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Assureinvestassureinvest.com.auHQ: Neutral Bay, AustraliaReported employees: 1-10 | Neutral Bay, Australia | 1-10 | Exact match | 2 contacts → |
“Your trusted, independent and proven investment partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Strathmore Investment Managementstrathmore.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Our team of advisers have decades of experience in financial markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  WP Investwpinvest.com.auHQ: Cottesloe, AustraliaReported employees: 1-10 | Cottesloe, Australia | 1-10 | Exact match | 2 contacts → |
“WP Invest is a boutique investment consultant founded by Bruce Maloney.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Principia Investment Consultantsprincipiaic.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Principia Investment Consultants works with financial advisors to provide independent and ongoing investment governance oversight.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Assurity Financial Groupassurityfinancial.com.auHQ: Dover Heights, AustraliaReported employees: 1-10 | Dover Heights, Australia | 1-10 | Exact match | 1 contacts → |
“Assurity Financial Group is an investment management company based out of NSW, Australia” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 32 company matches
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Fund selection consultants: dataset insights
November 6, 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
32 records in the displayed employee bands.
0 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 32 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for fund selection consultants?
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 fund selection consultants did RevenueBase find based in Australia?
The saved snapshot records 32 matching company records, 832 tracked contacts and 381 verified emails. The public preview displays 19 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: November 6, 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
Fund selection consultants by geography
- Fund selection consultants based in Sao Paulo, Brazil
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- Fund selection consultants based in Mumbai, India
- Fund selection consultants based in London, United Kingdom
- Fund selection consultants based in New York, United States
- Fund selection consultants based in Brazil
- Fund selection consultants based in Canada
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Browse the directory
Cite this list
RevenueBase Data Team. Top 19 fund selection consultants based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fund-selection-consultants/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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Company intelligence · public preview
Top 19 fund selection consultants based in Australia
RevenueBase records 32 matching company records for fund selection consultants based in Australia, with 832 tracked contacts and 381 verified work emails.
This public preview shows 19 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 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 19 fund selection consultants 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 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 192 contacts → |
“JANA is an established investment advisory firm with close to 40 years’ of experience and over $1.8 tn funds under advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Channel Capitalchannel.capital HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 111 contacts → |
“Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Frontier Advisorsfrontieradvisors.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 91 contacts → |
“Frontier Advisors has been offering institutional investors independent and unbiased advice, research and service for over thirty years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Zenith Investment Partnerszenithpartners.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 62 contacts → |
“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Amal, Part Of Iq-Eqiqeq.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 58 contacts → |
“We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Foresight Analyticsforesight-analytics.com HQ: Bella Vista, AustraliaReported employees: 11-50 | Bella Vista, Australia | 11-50 | Exact match | 32 contacts → |
“Foresight Analytics is a leading provider of data-driven investment consulting and analytical solutions to institutional investors, fund buyers and sellers.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Platypus Asset Managementplatypus.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 11 contacts → |
“At Platypus, we strive to make the All Ordinaries look, well, ordinary.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Halcyon Wealth Advisershalcyonwealth.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Halcyon Wealth Advisers deliver a holistic analysis of your financial position.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Evergreen Consultantsevergreenconsultants.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Evergreen is one of Australia's leading investment consultants.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Peak Asset Managementpeakassetmanagement.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | fundmonitors.comfundmonitors.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 6 contacts → |
“FundMonitors.com produces rigorous, high quality research on over 1100 actively managed funds to assist investors, trustees and their advisors with appropriate manager selection…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Helm Capital PTY LTDhelm.com.au HQ: Mt Pleasant, AustraliaReported employees: 1-10 | Mt Pleasant, Australia | 1-10 | Exact match | 3 contacts → |
“Helm Capital Pty Ltd ABN 23 002 336 254 is dedicated to creating and preserving long term wealth for clients through quality investment, technical advice and service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Franklin Advisoryfranklinadvisory.com.au HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 3 contacts → |
“Our story started at Australia’s largest investment bank circa After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Corinella Capital Partnerscorinellacapital.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“Corinella Capital Partners is an investment advisory firm that was formed in 2018 to meet the needs of wealth managers, superannuation funds, family offices, endowments and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Assureinvestassureinvest.com.au HQ: Neutral Bay, AustraliaReported employees: 1-10 | Neutral Bay, Australia | 1-10 | Exact match | 2 contacts → |
“Your trusted, independent and proven investment partner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Strathmore Investment Managementstrathmore.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 2 contacts → |
“Our team of advisers have decades of experience in financial markets.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | WP Investwpinvest.com.au HQ: Cottesloe, AustraliaReported employees: 1-10 | Cottesloe, Australia | 1-10 | Exact match | 2 contacts → |
“WP Invest is a boutique investment consultant founded by Bruce Maloney.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Principia Investment Consultantsprincipiaic.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Principia Investment Consultants works with financial advisors to provide independent and ongoing investment governance oversight.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Assurity Financial Groupassurityfinancial.com.au HQ: Dover Heights, AustraliaReported employees: 1-10 | Dover Heights, Australia | 1-10 | Exact match | 1 contacts → |
“Assurity Financial Group is an investment management company based out of NSW, Australia” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 19 of 32 company matches
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Fund selection consultants: dataset insights
November 6, 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
32 records in the displayed employee bands.
0 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 32 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: November 6, 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 ↗
Questions about this company list
What does Exact match mean for fund selection consultants?
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 fund selection consultants did RevenueBase find based in Australia?
The saved snapshot records 32 matching company records, 832 tracked contacts and 381 verified emails. The public preview displays 19 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: November 6, 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.
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Cite this list
RevenueBase Data Team. Top 19 fund selection consultants based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fund-selection-consultants/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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