Company lists · Data refreshed September 2026

Top 25 Hybrid advisory software companies based in Melbourne, Australia

Name: Hybrid advisory software companies 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 44 companies tracked

RevenueBase identified 44 hybrid advisory software companies headquartered in Melbourne, Australia as of September 2026 and tracks 1,802 professional contacts across them, including 971 with verified work emails. Across Australia, Sydney is the largest hub for this category (77 companies); Melbourne follows with 44.

This list covers hybrid advisory software companies 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

44Companies

1,802Contacts tracked

971Verified emails

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The 25 largest hybrid advisory software companies based in Melbourne, Australia

Ranked by team size

Top 25 of 44 hybrid advisory software companies 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 hybrid advisory software companies: 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	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	150 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 28, 2026
2	Drummond Capital Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
3	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026
4	Freedom Strategy Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “We take your personal finances, your individual goals, and your own considerations into account when designing financial solutions that will achieve the outcomes you decide are…” Source: RevenueBase Database · checked Sep 28, 2026
5	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
6	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 28, 2026
7	Steward Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Steward Wealth provides strategic, personalised financial advice to high-net-worth individuals, families and business owners navigating complex wealth decisions.” Source: RevenueBase Database · checked Sep 28, 2026
8	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 28, 2026
9	DFS Advisory Services	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “DFS Advisory Services is a solution-based advisory practice, offering our clients personalised advice around their individual wealth needs.” Source: RevenueBase Database · checked Sep 28, 2026
10	Sarto Advisory PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Our clients are the heart and soul of everything that we do - they are Our People.” Source: RevenueBase Database · checked Sep 28, 2026
11	Chatsworth Associates	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Chatsworth Associates is a boutique advisory firm providing strategic advice to innovators, entrepreneurs and established business owners of high growth companies in the…” Source: RevenueBase Database · checked Sep 28, 2026
12	Australian Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Provide strategic financial advice to individuals” Source: RevenueBase Database · checked Sep 28, 2026
13	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
14	Capital Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Indirect evidence “At Capital Wealth Advisers, we strive to provide excellence in service.” Source: RevenueBase Database · checked Sep 28, 2026
15	Wealth Alliance Pty. LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Welcome to Wealth Alliance!” Source: RevenueBase Database · checked Sep 28, 2026
16	Fortune Wealth Creation Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Creating wealth for our clients is our passion.” Source: RevenueBase Database · checked Sep 28, 2026
17	Guardian Wealth Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Guardian Wealth Partners are not financial advisers that merely pick shares or recommend investments, We carefully analyse your personal circumstances and assess the market…” Source: RevenueBase Database · checked Sep 28, 2026
18	Davis Private Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “Financial Planning & Wealth Management - Helping you plan for a brighter future With ever changing superannuation rules, uncertain economic markets and global pandemics, careful…” Source: RevenueBase Database · checked Sep 28, 2026
19	Hudson Advisory Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial evidence “Our goal at Hudson Advisory Group is to help our clients enjoy their lives to the fullest while preserving the security of their future, through providing a long-term service of…” Source: RevenueBase Database · checked Sep 28, 2026
20	Firststep Investments	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.” Source: RevenueBase Database · checked Sep 28, 2026
21	Build Mywealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “A boutique financial advisory firm helping protect and grow wealth.” Source: RevenueBase Database · checked Sep 28, 2026
22	Trinity Financial Advisory	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “At Trinity Financial Advisory, we want to make sure you’re setting yourself up for a strong future by investing in a relationship that goes beyond your finances.” Source: RevenueBase Database · checked Sep 28, 2026
23	Advisewell	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “At AdviseWell, we’re on a mission to make quality financial advice accessible to everyone, fostering a more equitable and prosperous world.” Source: RevenueBase Database · checked Sep 28, 2026
24	Strategic Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Strategic Wealth provides astute investors with specialist advice and bespoke investment solutions.” Source: RevenueBase Database · checked Sep 28, 2026
25	Markamind	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “At Markamind, we don’t just implement technology-we transform how teams think, act, and lead.” 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 software companies. 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 software companies.
Partial evidence: Its own public description names part of hybrid advisory software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name hybrid advisory software companies. 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 44 hybrid advisory software companies based in Melbourne, Australia

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Hybrid advisory software companies based in Melbourne, Australia at a glance

As of Sep 28, 2026

53.9%Verified-email coverage

41.0Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 44 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 software companies, 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 “hybrid advisory software companies”. 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 software companies), 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 software companies, 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, 971 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.

Hybrid advisory software companies by metro in Australia

Hybrid advisory software companies in Sydney77

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 software companies, 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 software companies are there based in Melbourne, Australia?

RevenueBase identified 44 hybrid advisory software companies 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?

Evans & Partners, headquartered in Melbourne, tops this list with the largest team on record.

Which city in Australia has the most hybrid advisory software companies?

Sydney leads Australia with 77 headquartered companies, followed by Melbourne (44) and Brisbane (15).

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 971 verified decision-maker contacts tracked across these 44 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.