Company lists · Data refreshed September 2026

Top 25 Hybrid advisory platforms based in Sydney, Australia

Name: Hybrid advisory platforms based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 37 companies tracked

RevenueBase identified 37 hybrid advisory platforms headquartered in Sydney, Australia as of September 2026 and tracks 1,246 professional contacts across them, including 840 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers hybrid advisory platforms headquartered in Sydney, 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

37Companies

1,246Contacts tracked

840Verified emails

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The 25 largest hybrid advisory platforms based in Sydney, Australia

Ranked by team size

Top 25 of 37 hybrid advisory platforms based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to hybrid advisory 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	DASH	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	106 contacts →
	Indirect 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
3	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
4	Centric	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	65 contacts →
	Partial 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
5	Treysta Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	32 contacts →
	Indirect evidence “We’re proud to have been in business for over 30 years, and to have helped so many people on their journey to financial confidence.” Source: RevenueBase Database · checked Sep 28, 2026
6	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
7	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
8	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
9	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
10	Velaris Private Wealth	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Our purpose at Velaris Private Wealth is to understand what matters most and structure our advice to match.” Source: RevenueBase Database · checked Sep 28, 2026
11	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
12	EC Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “EC Financial is a boutique financial planning and advice business in the Sydney CBD.” Source: RevenueBase Database · checked Sep 28, 2026
13	Tradingwaves	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Tradingwaves is an Australian based financial services advisory firm which offers its clients a range of financial markets investment options.” Source: RevenueBase Database · checked Sep 28, 2026
14	Capitalwise	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At Capitalwise, our team can offer clear, simple advice to help empower your decision making processes to assist you in taking control of your financial future.” Source: RevenueBase Database · checked Sep 28, 2026
15	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
16	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
17	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
18	Multiforte Financial Services	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “We offer wealth advice and planning to enable our clients to live well and sleep well.” Source: RevenueBase Database · checked Sep 28, 2026
19	Principal Wealth Group	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	2 contacts →
	Partial evidence “Principal Wealth Group is a boutique private advisory firm specialising in highly personalised strategic financial solutions and investment services.” Source: RevenueBase Database · checked Sep 28, 2026
20	Absolutely	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Absolutely are low cost online Australian financial advisers specialising in super, pensions, investments and life insurance.” Source: RevenueBase Database · checked Sep 28, 2026
21	Benton Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Benton is a place to employ smart financial strategies.” Source: RevenueBase Database · checked Sep 28, 2026
22	The Wealth Partnership PTY LTD Afsl NO 303000	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “The Wealth Partnership began as a boutique financial planning firm providing a diverse range of advice.” Source: RevenueBase Database · checked Sep 28, 2026
23	Berkholts Investments	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “We provide an independent advisory and portfolio management service.” Source: RevenueBase Database · checked Sep 28, 2026
24	Asti Advisory	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “At Asti Advisory, our friendly team is always by your side, ready to navigate the complex landscape of financial planning with you.” Source: RevenueBase Database · checked Sep 28, 2026
25	VUE Financial	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Deciding who to help you plan for your financial future is not a decision to take lightly.” 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 advisory 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 advisory platforms.
Partial evidence: Its own public description names part of hybrid advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory 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 37 hybrid advisory platforms based in Sydney, Australia

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Hybrid advisory platforms based in Sydney, Australia at a glance

As of Sep 28, 2026

67.4%Verified-email coverage

33.7Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 37 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 advisory 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 Sydney, Australia whose own description of what they do matches “hybrid advisory 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 advisory 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 advisory platforms, and records with no verified work email. Companies headquartered outside Sydney 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, 840 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 advisory 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 advisory platforms are there based in Sydney, Australia?

RevenueBase identified 37 hybrid advisory platforms headquartered in Sydney, 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 in Australia has the most hybrid advisory platforms?

Sydney leads Australia with 37 headquartered companies, followed by Melbourne (22) and Perth (11).

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 840 verified decision-maker contacts tracked across these 37 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.