Company lists · Data refreshed September 2026
Top 25 Goal based wealth management platforms based in Australia
RevenueBase identified 431 company matches for goal based wealth management platforms associated with Australia as of September 2026 and tracks 3,967 professional contacts across them, including 2,411 with verified work emails. Sydney is the largest hub.
This list covers company matches for goal based wealth management platforms associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest goal based wealth management platforms based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 750 contacts → | ||||
Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 2 | 336 contacts → | ||||
Exact match “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 3 | 144 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 · Sep 28, 2026 · View company records in RevenueBase | |||||
| 4 | 119 contacts → | ||||
Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 5 | 106 contacts → | ||||
Exact match “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 6 | 68 contacts → | ||||
Exact match “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 7 | 65 contacts → | ||||
Exact match “We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 8 | 62 contacts → | ||||
Exact match “The Australian Lending & Investment Centre (ALIC) is an award-winning financial brokerage which assists clients in achieving their investment goals and building personal wealth…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 9 | 61 contacts → | ||||
Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 10 | 50 contacts → | ||||
Exact match “Escala Partners is the new standard in personalised wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 11 | 43 contacts → | ||||
Exact match “myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 12 | 37 contacts → | ||||
Exact match “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 13 | 36 contacts → | ||||
Exact match “At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 14 | 33 contacts → | ||||
Exact match “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 15 | 32 contacts → | ||||
Exact match “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 16 | 31 contacts → | ||||
Exact match “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 18 | 27 contacts → | ||||
Exact match “Stockspot is Australia's first and largest digital investment adviser.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 19 | 25 contacts → | ||||
Exact match “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 20 | 24 contacts → | ||||
Exact match “HALO Technologies is the advisor platform for modern digital wealth management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 21 | 21 contacts → | ||||
Exact match “Qi Wealth is a leading financial services company based in Sydney.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “The path ahead is not made of straight lines.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “Pearler is an Aussie startup that simplifies investing for financial independence.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 24 | 19 contacts → | ||||
Exact match “You may be wondering whether you need a financial planner or wealth management advisor to help you achieve the financial security on which achieving your overarching life goals…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
| 25 | 19 contacts → | ||||
Exact match “We partner with financial advice and private wealth firms to create bespoke, smarter investment solutions that deliver valuable outcomes for their clients and business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “goal based wealth management platforms”. 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 431 goal based wealth management platforms based in Australia
See the full list, filter by size, metro and specialty, and access 2,411 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Goal based wealth management platforms based in Australia at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 431 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 “goal based wealth management platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 2,411 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Goal based wealth management platforms 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 “goal based wealth management platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many goal based wealth management platforms are there based in Australia?
RevenueBase identified 431 company matches for goal based wealth management platforms associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most goal based wealth management platforms?
Sydney leads with 94 company records, followed by Melbourne (52) and Brisbane (22).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,411 professional contacts with verified work emails tracked across these 431 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 431 goal based wealth management platforms based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
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
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- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 25 goal based wealth management platforms 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 431 matching company records for goal based wealth management platforms based in Australia, with 3,967 tracked contacts and 2,411 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 goal based wealth management platforms 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 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Praemiumpraemium.comHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 336 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Koda Capitalkodacapital.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Infocusinfocus.com.auHQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  DASHdash.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 106 contacts → |
“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Mason Stevensmasonstevens.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Centriccentricwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 65 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Australian Lending & Investment Centrealic.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 62 contacts → |
“The Australian Lending & Investment Centre (ALIC) is an award-winning financial brokerage which assists clients in achieving their investment goals and building personal wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hewison Private Wealthhewison.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Escalaescalapartners.com.auHQ: Melbourne Sydney, AustraliaReported employees: 51-200 | Melbourne Sydney, Australia | 51-200 | Exact match | 50 contacts → |
“Escala Partners is the new standard in personalised wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Myprosperitymyprosperity.com.auHQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lipman Burgon & Partnerslipmanburgon.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Integro Private Wealthintegrowealth.com.auHQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 36 contacts → |
“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Intralink Wealth Managementintralink.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 33 contacts → |
“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Investsmart Group Limitedinvestsmart.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Reventonreventon.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 31 contacts → |
“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  CA Financial Services Groupcafsg.com.auHQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 28 contacts → |
“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Stockspotstockspot.com.auHQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 27 contacts → |
“Stockspot is Australia's first and largest digital investment adviser.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  First Samuel Limitedfirstsamuel.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Halo Technologies PTY LTDhalo-technologies.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 24 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  QI Wealthqiwealth.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 21 contacts → |
“Qi Wealth is a leading financial services company based in Sydney.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Belay Advisorybelay.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 20 contacts → |
“The path ahead is not made of straight lines.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Pearlerpearler.comHQ: Kensington, AustraliaReported employees: 11-50 | Kensington, Australia | 11-50 | Exact match | 20 contacts → |
“Pearler is an Aussie startup that simplifies investing for financial independence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Salt Financial Group PTY LTDsaltfinancialgroup.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 19 contacts → |
“You may be wondering whether you need a financial planner or wealth management advisor to help you achieve the financial security on which achieving your overarching life goals…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Quilla Consulting PTY LTDquilla.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“We partner with financial advice and private wealth firms to create bespoke, smarter investment solutions that deliver valuable outcomes for their clients and business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 431 company matches
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Goal based wealth management platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
430 records in the displayed employee bands.
1 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 431 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Goal based wealth management platforms by metro
Questions about this company list
What does Exact match mean for goal based wealth management platforms?
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 goal based wealth management platforms did RevenueBase find based in Australia?
The saved snapshot records 431 matching company records, 3,967 tracked contacts and 2,411 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
- Goal based wealth management platforms based in Paris, France
- Goal based wealth management platforms based in Hong Kong, Hong Kong
- Goal based wealth management platforms based in Bangalore, India
- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 goal based wealth management platforms based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/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
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
- Goal based wealth management platforms based in Calgary, Canada
- Goal based wealth management platforms based in Toronto, Canada
- Goal based wealth management platforms based in Vancouver, Canada
Company intelligence · public preview
Top 25 goal based wealth management platforms based in Australia
RevenueBase records 431 matching company records for goal based wealth management platforms based in Australia, with 3,967 tracked contacts and 2,411 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 28, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 goal based wealth management platforms 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 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 750 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Praemiumpraemium.com HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 336 contacts → |
“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Koda Capitalkodacapital.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 144 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 · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Infocusinfocus.com.au HQ: Maroochydore, AustraliaReported employees: 201-500 | Maroochydore, Australia | 201-500 | Exact match | 119 contacts → |
“Infocus is in the business, of the business of financial advice.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | DASHdash.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 106 contacts → |
“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Mason Stevensmasonstevens.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 68 contacts → |
“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Centriccentricwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 65 contacts → |
“We spent five years consulting advisers, their clients and the broader industry to develop a platform that helps advisers scale their business, serve more clients, and manage it…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Australian Lending & Investment Centrealic.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 62 contacts → |
“The Australian Lending & Investment Centre (ALIC) is an award-winning financial brokerage which assists clients in achieving their investment goals and building personal wealth…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hewison Private Wealthhewison.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 61 contacts → |
“Your goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Escalaescalapartners.com.au HQ: Melbourne Sydney, AustraliaReported employees: 51-200 | Melbourne Sydney, Australia | 51-200 | Exact match | 50 contacts → |
“Escala Partners is the new standard in personalised wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Myprosperitymyprosperity.com.au HQ: Hawthorn, AustraliaReported employees: 11-50 | Hawthorn, Australia | 11-50 | Exact match | 43 contacts → |
“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lipman Burgon & Partnerslipmanburgon.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 37 contacts → |
“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Integro Private Wealthintegrowealth.com.au HQ: Perth, AustraliaReported employees: 11-50 | Perth, Australia | 11-50 | Exact match | 36 contacts → |
“At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Intralink Wealth Managementintralink.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 33 contacts → |
“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Investsmart Group Limitedinvestsmart.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Reventonreventon.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 31 contacts → |
“Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | CA Financial Services Groupcafsg.com.au HQ: North Sydney, AustraliaReported employees: 11-50 | North Sydney, Australia | 11-50 | Exact match | 28 contacts → |
“CA Financial Services Group have been based in North Sydney since 1983 and we have over 35 years of practical financial planning experience to offer our clients.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Stockspotstockspot.com.au HQ: Barangaroo, AustraliaReported employees: 11-50 | Barangaroo, Australia | 11-50 | Exact match | 27 contacts → |
“Stockspot is Australia's first and largest digital investment adviser.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | First Samuel Limitedfirstsamuel.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Halo Technologies PTY LTDhalo-technologies.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 24 contacts → |
“HALO Technologies is the advisor platform for modern digital wealth management.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | QI Wealthqiwealth.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 21 contacts → |
“Qi Wealth is a leading financial services company based in Sydney.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Belay Advisorybelay.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 20 contacts → |
“The path ahead is not made of straight lines.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Pearlerpearler.com HQ: Kensington, AustraliaReported employees: 11-50 | Kensington, Australia | 11-50 | Exact match | 20 contacts → |
“Pearler is an Aussie startup that simplifies investing for financial independence.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Salt Financial Group PTY LTDsaltfinancialgroup.com.au HQ: Camberwell, AustraliaReported employees: 11-50 | Camberwell, Australia | 11-50 | Exact match | 19 contacts → |
“You may be wondering whether you need a financial planner or wealth management advisor to help you achieve the financial security on which achieving your overarching life goals…” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Quilla Consulting PTY LTDquilla.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 19 contacts → |
“We partner with financial advice and private wealth firms to create bespoke, smarter investment solutions that deliver valuable outcomes for their clients and business.” Recorded description excerpt · September 28, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 431 company matches
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Goal based wealth management platforms: dataset insights
September 28, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
430 records in the displayed employee bands.
1 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 431 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 28, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Goal based wealth management platforms by metro
Questions about this company list
What does Exact match mean for goal based wealth management platforms?
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 goal based wealth management platforms did RevenueBase find based in Australia?
The saved snapshot records 431 matching company records, 3,967 tracked contacts and 2,411 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 28, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Goal based wealth management platforms by geography
- Goal based wealth management platforms based in Melbourne, Australia
- Goal based wealth management platforms based in Sydney, Australia
- Goal based wealth management platforms based in Sao Paulo, Brazil
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- Goal based wealth management platforms based in Bordeaux, France
- Goal based wealth management platforms based in Lyon, France
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- Goal based wealth management platforms based in Hong Kong, Hong Kong
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- Goal based wealth management platforms based in Hyderabad, India
Cite this list
RevenueBase Data Team. Top 25 goal based wealth management platforms based in Australia. Snapshot: September 28, 2026. https://revenuebase.ai/companies/goal-based-wealth-management-platforms/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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