Company lists · Data refreshed October 2026
Top 25 Generational wealth accounting services based in Australia
RevenueBase identified 1,086 company matches for generational wealth accounting services associated with Australia as of October 2026 and tracks 12,272 professional contacts across them, including 6,594 with verified work emails. Sydney is the largest hub.
This list covers company matches for generational wealth accounting services 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 October 22, 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 generational wealth accounting services based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,670 contacts → | ||||
Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 2 | 593 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 3 | 418 contacts → | ||||
Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 4 | 324 contacts → | ||||
Exact match “BlueRock is for entrepreneurs, by entrepreneurs.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 5 | 231 contacts → | ||||
Exact match “Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 6 | 204 contacts → | ||||
Exact match “We exist to make the people, businesses and communities we serve be better off.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 7 | 175 contacts → | ||||
Exact match “We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 8 | 162 contacts → | ||||
Exact match “Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 9 | 154 contacts → | ||||
Exact match “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 10 | 152 contacts → | ||||
Exact match “We cut through complexity and deliver with clarity, precision and pace.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 11 | 150 contacts → | ||||
Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 12 | 145 contacts → | ||||
Exact match “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 13 | 142 contacts → | ||||
Exact match “Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 14 | 99 contacts → | ||||
Exact match “Welcome to Australia's trusted home of great advice.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 15 | 87 contacts → | ||||
Exact match “Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 16 | 87 contacts → | ||||
Exact match “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 17 | 79 contacts → | ||||
Exact match “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 18 | 76 contacts → | ||||
Exact match “Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 19 | 73 contacts → | ||||
Exact match “Since 1994, WMS has been helping businesses, families and individuals to succeed.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 20 | 69 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 21 | 67 contacts → | ||||
Exact match “The invaluables.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 22 | 66 contacts → | ||||
Exact match “At CIB, we go beyond the numbers.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 23 | 65 contacts → | ||||
Exact match “We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 24 | 64 contacts → | ||||
Exact match “We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase | |||||
| 25 | 61 contacts → | ||||
Exact match “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded in the RevenueBase company graph · Oct 22, 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 “generational wealth accounting services”. 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 1,086 generational wealth accounting services based in Australia
See the full list, filter by size, metro and specialty, and access 6,594 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Generational wealth accounting services based in Australia at a glance
As of Oct 22, 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 1,086 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 “generational wealth accounting services” 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 6,594 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 October 22, 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.
Generational wealth accounting services 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 “generational wealth accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many generational wealth accounting services are there based in Australia?
RevenueBase identified 1,086 company matches for generational wealth accounting services associated with Australia as of October 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 generational wealth accounting services?
Sydney leads with 180 company records, followed by Melbourne (119) and Brisbane (44).
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 6,594 professional contacts with verified work emails tracked across these 1,086 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 October 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,086 generational wealth accounting services based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Generational wealth accounting services by geography
- Generational wealth accounting services based in Brisbane, Australia
- Generational wealth accounting services based in Melbourne, Australia
- Generational wealth accounting services based in Sydney, Australia
- Generational wealth accounting services based in Rio De Janeiro, Brazil
- Generational wealth accounting services based in Sao Paulo, Brazil
- Generational wealth accounting services based in Calgary, Canada
- Generational wealth accounting services based in Edmonton, Canada
- Generational wealth accounting services based in Montreal, Canada
- Generational wealth accounting services based in Ottawa, Canada
- Generational wealth accounting services based in Toronto, Canada
- Generational wealth accounting services based in Vancouver, Canada
- Generational wealth accounting services based in Winnipeg, Canada
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
- Generational wealth accounting services based in Brisbane, Australia
- Generational wealth accounting services based in Melbourne, Australia
- Generational wealth accounting services based in Sydney, Australia
- Generational wealth accounting services based in Rio De Janeiro, Brazil
- Generational wealth accounting services based in Sao Paulo, Brazil
- Generational wealth accounting services based in Calgary, Canada
Company intelligence · public preview
Top 25 generational wealth accounting services 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 1,086 matching company records for generational wealth accounting services based in Australia, with 12,272 tracked contacts and 6,594 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: October 22, 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 generational wealth accounting services 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 | 1,670 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 593 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Shaw And Partners Financial Servicesshawandpartners.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 418 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Bluerockbluerock.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 324 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mutual Trust PTY LTDmutualtrust.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 231 contacts → |
“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Kelly Partners Accountantskellypartners.com.auHQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 204 contacts → |
“We exist to make the people, businesses and communities we serve be better off.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  COUNTcount.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 175 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Prime Financial Groupprimefinancial.com.auHQ: Southbank, AustraliaReported employees: 201-500 | Southbank, Australia | 201-500 | Exact match | 162 contacts → |
“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Evans & Partnerseandp.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 154 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Modorasmodoras.comHQ: Upper Mount Gravatt, AustraliaReported employees: 201-500 | Upper Mount Gravatt, Australia | 201-500 | Exact match | 152 contacts → |
“We cut through complexity and deliver with clarity, precision and pace.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 150 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  AGEISageis.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 145 contacts → |
“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Fiducian Financial Servicesfiducian.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Invest Blueinvestblue.com.auHQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 99 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Empower Wealthempowerwealth.com.auHQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 87 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wilson Pateras Accountants & Advisorswilsonpateras.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 87 contacts → |
“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fitzpatricks Advice Partnersfitz.com.auHQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 79 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Brentnalls SAbrentnalls-sa.com.auHQ: Hindmarsh, AustraliaReported employees: 51-200 | Hindmarsh, Australia | 51-200 | Exact match | 76 contacts → |
“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  WMS TAX & Advisorywmsadvisory.com.auHQ: Gold Coast, AustraliaReported employees: 51-200 | Gold Coast, Australia | 51-200 | Exact match | 73 contacts → |
“Since 1994, WMS has been helping businesses, families and individuals to succeed.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 69 contacts → |
“Your goals.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Stanford Brownstanfordbrown.com.auHQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 67 contacts → |
“The invaluables.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  CIB Accountants & Adviserscibaccountants.com.auHQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 66 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  The Practicethepractice.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 65 contacts → |
“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  MGD Wealthmgdwealth.com.auHQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 64 contacts → |
“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Australian Executor Trustees Limitedaetlimited.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 61 contacts → |
“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,086 company matches
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Generational wealth accounting services: dataset insights
October 22, 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
1,080 records in the displayed employee bands.
6 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 1,086 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: October 22, 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 ↗
Generational wealth accounting services by metro
Questions about this company list
What does Exact match mean for generational wealth accounting services?
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 generational wealth accounting services did RevenueBase find based in Australia?
The saved snapshot records 1,086 matching company records, 12,272 tracked contacts and 6,594 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: October 22, 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
Generational wealth accounting services by geography
- Generational wealth accounting services based in Brisbane, Australia
- Generational wealth accounting services based in Melbourne, Australia
- Generational wealth accounting services based in Sydney, Australia
- Generational wealth accounting services based in Rio De Janeiro, Brazil
- Generational wealth accounting services based in Sao Paulo, Brazil
- Generational wealth accounting services based in Calgary, Canada
- Generational wealth accounting services based in Edmonton, Canada
- Generational wealth accounting services based in Montreal, Canada
- Generational wealth accounting services based in Ottawa, Canada
- Generational wealth accounting services based in Toronto, Canada
- Generational wealth accounting services based in Vancouver, Canada
- Generational wealth accounting services based in Winnipeg, Canada
Cite this list
RevenueBase Data Team. Top 25 generational wealth accounting services based in Australia. Snapshot: October 22, 2026. https://revenuebase.ai/companies/generational-wealth-accounting-services/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
- Generational wealth accounting services based in Brisbane, Australia
- Generational wealth accounting services based in Melbourne, Australia
- Generational wealth accounting services based in Sydney, Australia
- Generational wealth accounting services based in Rio De Janeiro, Brazil
- Generational wealth accounting services based in Sao Paulo, Brazil
- Generational wealth accounting services based in Calgary, Canada
Company intelligence · public preview
Top 25 generational wealth accounting services based in Australia
RevenueBase records 1,086 matching company records for generational wealth accounting services based in Australia, with 12,272 tracked contacts and 6,594 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: October 22, 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 generational wealth accounting services 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 | 1,670 contacts → |
“We’re here to help you build financial security and grow your wealth with confidence.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 593 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Shaw And Partners Financial Servicesshawandpartners.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 418 contacts → |
“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Bluerockbluerock.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 324 contacts → |
“BlueRock is for entrepreneurs, by entrepreneurs.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mutual Trust PTY LTDmutualtrust.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 231 contacts → |
“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Kelly Partners Accountantskellypartners.com.au HQ: North Sydney, AustraliaReported employees: 201-500 | North Sydney, Australia | 201-500 | Exact match | 204 contacts → |
“We exist to make the people, businesses and communities we serve be better off.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | COUNTcount.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 175 contacts → |
“We have a bold ambition to be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Prime Financial Groupprimefinancial.com.au HQ: Southbank, AustraliaReported employees: 201-500 | Southbank, Australia | 201-500 | Exact match | 162 contacts → |
“Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Evans & Partnerseandp.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 154 contacts → |
“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Modorasmodoras.com HQ: Upper Mount Gravatt, AustraliaReported employees: 201-500 | Upper Mount Gravatt, Australia | 201-500 | Exact match | 152 contacts → |
“We cut through complexity and deliver with clarity, precision and pace.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 150 contacts → |
“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | AGEISageis.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 145 contacts → |
“AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Fiducian Financial Servicesfiducian.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 142 contacts → |
“Fiducian Financial Services is a nationwide network of financial planners and is a pivotal part of a wealth management group, Fiducian Group Limited, that is dedicated to sourcing…” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Invest Blueinvestblue.com.au HQ: Armidale, AustraliaReported employees: 201-500 | Armidale, Australia | 201-500 | Exact match | 99 contacts → |
“Welcome to Australia's trusted home of great advice.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Empower Wealthempowerwealth.com.au HQ: North Melbourne, AustraliaReported employees: 51-200 | North Melbourne, Australia | 51-200 | Exact match | 87 contacts → |
“Empower Wealth Advisory is a multi-award-winning, nationally recognised whole of wealth professional services business operating Australia wide.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wilson Pateras Accountants & Advisorswilsonpateras.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 87 contacts → |
“Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fitzpatricks Advice Partnersfitz.com.au HQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 79 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Brentnalls SAbrentnalls-sa.com.au HQ: Hindmarsh, AustraliaReported employees: 51-200 | Hindmarsh, Australia | 51-200 | Exact match | 76 contacts → |
“Brentnalls SA is a chartered accounting, tax and advisory firm located in Hindmarsh, South Australia.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | WMS TAX & Advisorywmsadvisory.com.au HQ: Gold Coast, AustraliaReported employees: 51-200 | Gold Coast, Australia | 51-200 | Exact match | 73 contacts → |
“Since 1994, WMS has been helping businesses, families and individuals to succeed.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 69 contacts → |
“Your goals.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Stanford Brownstanfordbrown.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 67 contacts → |
“The invaluables.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | CIB Accountants & Adviserscibaccountants.com.au HQ: Parramatta, AustraliaReported employees: 51-200 | Parramatta, Australia | 51-200 | Exact match | 66 contacts → |
“At CIB, we go beyond the numbers.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | The Practicethepractice.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 65 contacts → |
“We are a team of dedicated professionals working in harmony to liberate your lifestyle by helping you grow and protect your business and personal wealth.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | MGD Wealthmgdwealth.com.au HQ: Brisbane, AustraliaReported employees: 51-200 | Brisbane, Australia | 51-200 | Exact match | 64 contacts → |
“We are a boutique financial services firm that specialises in providing quality tailored financial solutions for individuals, families, businesses, and corporates Australia-wide.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Australian Executor Trustees Limitedaetlimited.com.au HQ: Adelaide, AustraliaReported employees: 201-500 | Adelaide, Australia | 201-500 | Exact match | 61 contacts → |
“Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Recorded description excerpt · October 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,086 company matches
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Generational wealth accounting services: dataset insights
October 22, 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
1,080 records in the displayed employee bands.
6 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 1,086 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: October 22, 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 ↗
Generational wealth accounting services by metro
Questions about this company list
What does Exact match mean for generational wealth accounting services?
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 generational wealth accounting services did RevenueBase find based in Australia?
The saved snapshot records 1,086 matching company records, 12,272 tracked contacts and 6,594 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: October 22, 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 25 generational wealth accounting services based in Australia. Snapshot: October 22, 2026. https://revenuebase.ai/companies/generational-wealth-accounting-services/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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- Generational wealth accounting services based in Brisbane, Australia
- Generational wealth accounting services based in Melbourne, Australia
- Generational wealth accounting services based in Sydney, Australia
- Generational wealth accounting services based in Rio De Janeiro, Brazil
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