Company lists · Data refreshed September 2026

Top 25 Hybrid advisor platforms based in Australia

Name: Hybrid advisor 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 47 companies tracked

RevenueBase identified 47 hybrid advisor platforms headquartered in Australia as of September 2026 and tracks 1,819 professional contacts across them, including 1,166 with verified work emails. Sydney is the largest hub.

This list covers hybrid advisor 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

47Companies

1,819Contacts tracked

1,166Verified emails

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The 25 largest hybrid advisor platforms based in Australia

Ranked by team size

Top 25 of 47 hybrid advisor 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 hybrid advisor 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	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	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
3	Infocus	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 28, 2026	201-500	119 contacts →
	Indirect evidence “Infocus is in the business, of the business of financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
4	DASH	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	106 contacts →
	Partial evidence “DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
5	Mason Stevens	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	68 contacts →
	Partial evidence “Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: RevenueBase Database · checked Sep 28, 2026
6	Centric	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	65 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
7	Elemnta	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	25 contacts →
	Partial evidence “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Source: RevenueBase Database · checked Sep 28, 2026
8	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
9	CACHE	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect 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
10	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Partial 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
11	Lumiant	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong 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
12	Implemented Portfolios	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 28, 2026
13	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial 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	Pure Private Wealth	Indirect evidence	Pottsville, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Indirect 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
15	Newquantum	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “At New Quantum, we are redefining the future of superannuation and financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
16	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 28, 2026
17	Continuum Financial Planners PTY LTD	Partial evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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
18	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 28, 2026
19	Retiremap	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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
20	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
21	Steps Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “Seeking Financial Advice for the first time, can be daunting.” Source: RevenueBase Database · checked Sep 28, 2026
22	Zovanti	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	3 contacts →
	Indirect evidence “At Zovanti, our mission is simple.” Source: RevenueBase Database · checked Sep 28, 2026
23	Swinbourne Wealth & Protection	Indirect evidence	Surfers Paradise, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Swinbourne Wealth and Protection have been providing advice to our clients for over 15 years & dedicated to understanding their goals, hopes & dreams.” Source: RevenueBase Database · checked Sep 28, 2026
24	Fincast	Partial evidence	Pyrmont, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…” Source: RevenueBase Database · checked Sep 28, 2026
25	SIX Park	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Six Park, our vision is to give you Australia’s best investment management without the high costs.” 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: hybrid advisor 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 hybrid advisor platforms.
Partial evidence: Its own public description names part of hybrid advisor platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisor 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 47 hybrid advisor platforms based in Australia

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Hybrid advisor platforms based in Australia at a glance

As of Sep 28, 2026

64.1%Verified-email coverage

38.7Average contacts per company

11-50Median size (employees)

42.6%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 47 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 hybrid advisor 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 “hybrid advisor 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 hybrid advisor 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 hybrid advisor 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, 1,166 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.

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 hybrid advisor 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 hybrid advisor platforms are there based in Australia?

RevenueBase identified 47 hybrid advisor 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most hybrid advisor platforms?

Sydney leads with 20 headquartered companies, followed by Melbourne (12) and Maroochydore (2).

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 1,166 verified decision-maker contacts tracked across these 47 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.