Company lists · Data refreshed September 2026

Top 25 Goal based wealth management platforms based in Melbourne, Australia

Name: Goal based wealth management platforms based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 52 companies tracked

RevenueBase identified 52 goal based wealth management platforms headquartered in Melbourne, Australia as of September 2026 and tracks 792 professional contacts across them, including 520 with verified work emails. Across Australia, Sydney is the largest hub for this category (94 companies); Melbourne follows with 52.

This list covers goal based wealth management platforms headquartered in Melbourne, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

52Companies

792Contacts tracked

520Verified emails

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The 25 largest goal based wealth management platforms based in Melbourne, Australia

Ranked by team size

Top 25 of 52 goal based wealth management platforms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goal based wealth management platforms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Praemium	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	201-500	336 contacts →
	Partial evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 28, 2026
2	The Australian Lending & Investment Centre	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	62 contacts →
	Strong evidence “The Australian Lending & Investment Centre (ALIC) is an award-winning financial brokerage which assists clients in achieving their investment goals and building personal wealth…” Source: RevenueBase Database · checked Sep 28, 2026
3	Hewison Private Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	61 contacts →
	Partial evidence “Your goals.” Source: RevenueBase Database · checked Sep 28, 2026
4	Intralink Wealth Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	33 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Reventon	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	31 contacts →
	Partial evidence “Reventon is a fully-integrated holistic wealth and financial planning provider founded by serial entrepreneur, international speaker, wealth specialist and company CEO Chris…” Source: RevenueBase Database · checked Sep 28, 2026
6	First Samuel Limited	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	25 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Openinvest	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Strong evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 28, 2026
8	Xantias Financial Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Strong evidence “Xantias is the leading wealth management firm for professionals, renowned for our personalised approach, exceptional service, and unwavering commitment to our clients' financial…” Source: RevenueBase Database · checked Sep 28, 2026
9	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 28, 2026
10	Heritage Capital Group	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.” Source: RevenueBase Database · checked Sep 28, 2026
11	Wealth Arena	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “Wealth Arena is a dynamic Wealth Advisory business, with collective experience that spans over 25 years in financial advising, banking and client management.” Source: RevenueBase Database · checked Sep 28, 2026
12	Pacific Private Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “At Pacific Private Asset Management, our mission is to empower you with financial freedom, security and peace of mind.” Source: RevenueBase Database · checked Sep 28, 2026
13	Lensell	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Strong evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 28, 2026
14	Affinity Private Advisors	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Affinity Private Advisors specialises in holistic financial advice for busy professionals and families wishing to create genuine financial independence and intergenerational…” Source: RevenueBase Database · checked Sep 28, 2026
15	Townsend Cobain	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “We believe… Being trusted to manage and invest someone's wealth is a true honour and privilege.” Source: RevenueBase Database · checked Sep 28, 2026
16	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 28, 2026
17	Falconer Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Source: RevenueBase Database · checked Sep 28, 2026
18	Keep Wealth Partners	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Keep Wealth Partners is a privately owned, boutique wealth management business.” Source: RevenueBase Database · checked Sep 28, 2026
19	Larkspur Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Financial Planning We’ll help you review and improve your current financial position to meet your retirement goals.” Source: RevenueBase Database · checked Sep 28, 2026
20	National Investment Advisory	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “What We Do?” Source: RevenueBase Database · checked Sep 28, 2026
21	Retiremap	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “RetireMap isn't just another planning tool - it's the game-changing solution for Advisors who are ready to break free from the frustrating limitations of clunky, outdated systems.” Source: RevenueBase Database · checked Sep 28, 2026
22	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 28, 2026
23	Emerald Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Emerald Financial was founded by a team of experienced financial advisers who wanted to give clients simple, low cost portfolio options.” Source: RevenueBase Database · checked Sep 28, 2026
24	Capital Wealth Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “At Capital Wealth Advisers, we strive to provide excellence in service.” Source: RevenueBase Database · checked Sep 28, 2026
25	Reva Wealth Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Strong evidence “Reva Wealth Management is a boutique Melbourne based Wealth Management firm.” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: goal based wealth management platforms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names goal based wealth management platforms.
Partial evidence: Its own public description names part of goal based wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goal based wealth management platforms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 52 goal based wealth management platforms based in Melbourne, Australia

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Goal based wealth management platforms based in Melbourne, Australia at a glance

As of Sep 28, 2026

65.7%Verified-email coverage

15.2Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 52 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among goal based wealth management platforms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Melbourne, Australia whose own description of what they do matches “goal based wealth management platforms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names goal based wealth management platforms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among goal based wealth management platforms, and records with no verified work email. Companies headquartered outside Melbourne are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 520 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Goal based wealth management platforms by metro in Australia

Goal based wealth management platforms in Sydney94

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names goal based wealth management platforms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many goal based wealth management platforms are there based in Melbourne, Australia?

RevenueBase identified 52 goal based wealth management platforms headquartered in Melbourne, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Praemium, headquartered in Melbourne, tops this list with the largest team on record.

Which city in Australia has the most goal based wealth management platforms?

Sydney leads Australia with 94 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 520 verified decision-maker contacts tracked across these 52 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.