Company lists · Data refreshed September 2026

Top 25 Goals-based investing platforms based in Australia

Name: Goals-based investing platforms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 80 companies tracked

RevenueBase identified 80 goals-based investing platforms headquartered in Australia as of September 2026 and tracks 932 professional contacts across them, including 416 with verified work emails. Sydney is the largest hub.

This list covers goals-based investing platforms headquartered in 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

80Companies

932Contacts tracked

416Verified emails

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The 25 largest goals-based investing platforms based in Australia

Ranked by team size

Top 25 of 80 goals-based investing platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to goals-based investing 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	STAKE	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	175 contacts →
	Strong evidence “Stake is an investing platform that breaks barriers between ambition and financial progress.” Source: RevenueBase Database · checked Sep 28, 2026
2	Picturewealth	Indirect evidence	Perth, AustraliaHQ checked Sep 28, 2026	51-200	141 contacts →
	Indirect evidence “PictureWealth connects more advice to more lives.” Source: RevenueBase Database · checked Sep 28, 2026
3	Raiz Invest	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	60 contacts →
	Strong evidence “Raiz Invest is a first of its kind Australian, micro-investing platform that allows you to invest your spare change from everyday purchases.” Source: RevenueBase Database · checked Sep 28, 2026
4	Clime Investment Management Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	51 contacts →
	Indirect evidence “We are objective based investors and seek to deliver strong risk-adjusted total returns.” Source: RevenueBase Database · checked Sep 28, 2026
5	Spaceship	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	50 contacts →
	Partial evidence “Spaceship makes investing easy, for everyone.” Source: RevenueBase Database · checked Sep 28, 2026
6	Myprosperity	Strong evidence	Hawthorn, AustraliaHQ checked Sep 28, 2026	11-50	43 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
7	Investsmart Group Limited	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	32 contacts →
	Strong evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 28, 2026
8	Stockspot	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Stockspot is Australia's first and largest digital investment adviser.” Source: RevenueBase Database · checked Sep 28, 2026
9	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
10	CACHE	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 28, 2026
11	Pearler	Partial evidence	Kensington, AustraliaHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Pearler is an Aussie startup that simplifies investing for financial independence.” Source: RevenueBase Database · checked Sep 28, 2026
12	Lumiant	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Source: RevenueBase Database · checked Sep 28, 2026
13	Sustainable Life Solutions	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
14	Share Wealth Systems	Indirect evidence	Cheltenham, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 28, 2026
15	Virtual Financial Advice	Indirect evidence	Brisbane, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Indirect evidence “At Virtual Financial Advice we are passionate about helping make financial advice accessible for our clients.” Source: RevenueBase Database · checked Sep 28, 2026
16	Pure Private Wealth	Partial evidence	Pottsville, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “We are a human-centered goals based financial firm who pride ourselves on innovating the way people receive advice by using today’s most advanced advice technologies.” Source: RevenueBase Database · checked Sep 28, 2026
17	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 28, 2026
18	Upworth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “Track your net worth in one place, plan your journey to financial independence and grow your wealth Copyright © 2024, Upworth, registered business name of corporate entity RC2…” Source: RevenueBase Database · checked Sep 28, 2026
19	Burcheart	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Welcome to Burcheart.” Source: RevenueBase Database · checked Sep 28, 2026
20	Jaaims	Partial evidence	Surry Hills, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Partial evidence “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Source: RevenueBase Database · checked Sep 28, 2026
21	Portfoliocloud	Indirect evidence	South Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 28, 2026
22	Navexa	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect 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
23	DLSM	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	6 contacts →
	Partial evidence “DLSM leverages the latest technology to provide retail investors with a convenient and cost-effective platform to invest in global markets, offering a comprehensive range of…” Source: RevenueBase Database · checked Sep 28, 2026
24	Wealth Peak Financial Advice	Indirect evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Helping You Take Control of Your Financial Future At Wealth Peak Financial Advice, we understand that managing wealth can feel overwhelming.” Source: RevenueBase Database · checked Sep 28, 2026
25	Continuum Financial Planners PTY LTD	Indirect evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” 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: goals-based investing 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 goals-based investing platforms.
Partial evidence: Its own public description names part of goals-based investing platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name goals-based investing 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 80 goals-based investing platforms based in Australia

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Goals-based investing platforms based in Australia at a glance

As of Sep 28, 2026

44.6%Verified-email coverage

11.7Average contacts per company

1-10Median size (employees)

37.5%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 80 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 goals-based investing 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 Australia whose own description of what they do matches “goals-based investing 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 goals-based investing 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 goals-based investing platforms, and records with no verified work email. Companies headquartered outside Australia 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, 416 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.

Goals-based investing platforms by metro

Goals-based investing platforms in Sydney30

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 goals-based investing 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 goals-based investing platforms are there based in Australia?

RevenueBase identified 80 goals-based investing platforms headquartered in 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?

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

Which city has the most goals-based investing platforms?

Sydney leads with 30 headquartered companies, followed by Melbourne (9) and Brisbane (4).

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 416 verified decision-maker contacts tracked across these 80 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.