Company lists · Data refreshed October 2026
Top 20 Insurance portfolio management companies based in Australia
RevenueBase identified 34 company matches for insurance portfolio management companies associated with Australia as of October 2026 and tracks 679 professional contacts across them, including 207 with verified work emails. Sydney is the largest hub.
This list covers company matches for insurance portfolio management companies associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed October 17, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 20 largest insurance portfolio management companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 193 contacts → | ||||
Exact match “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 45 contacts → | ||||
Exact match “MBS Insurance is one of the largest distributors and portfolio managers of life insurance across Australia.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 19 contacts → | ||||
Exact match “Ascalon is an institutional-grade investment consulting and asset management service.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 10 contacts → | ||||
Exact match “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 10 contacts → | ||||
Exact match “Evergreen is one of Australia's leading investment consultants.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 9 contacts → | ||||
Exact match “Orbital Life is a team of life insurance specialists dedicated to helping protect our clients' income, assets, and loved ones with solutions designed for the modern lifestyle.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 8 contacts → | ||||
Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 5 contacts → | ||||
Exact match “ACI is an insurance services firm established since 1979 and known for their expertise in risk management.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 5 contacts → | ||||
Exact match “Tactical Global Management Limited (TGM) is a specialist asset management company founded in Australia in 1997.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 4 contacts → | ||||
Exact match “OUR COMPANY MOTTO IS ‘A LIFE WELL PLANNED’.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 3 contacts → | ||||
Exact match “Investwise Financial Planning was created in 2008 with a vision to provide personal financial advice and investment management services to private individuals, families and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “The Lion Partnership is a privately owned, specialist consultancy group that has been helping organisations optimise their insurance and risk management arrangements for over a…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Buurman Finance Solutions is an investment management company based out of Suite 1B/776 Canning Hwy, Applecross, Australia.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “WP Invest is a boutique investment consultant founded by Bruce Maloney.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Visualise Wealth is an investment management company based out of 15-17 Stanley St, St.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “RIGALE Financial Solutions is an investment management company based out of 1 Linton St, Ivanhoe, Australia.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “We provide proactive management of share portfolios for our clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “insurance portfolio management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 20 of 34 insurance portfolio management companies based in Australia
See the full list, filter by size, metro and specialty, and access 207 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Insurance portfolio management companies based in Australia at a glance
As of Oct 17, 2026Companies by employee count
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 34 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Australia whose business descriptions match “insurance portfolio management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 207 professional contacts with verified work emails across the full matched dataset. 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 October 17, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance portfolio management companies are there based in Australia?
RevenueBase identified 34 company matches for insurance portfolio management companies associated with Australia as of October 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Jana Investment Advisers tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance portfolio management companies?
Sydney leads with 8 company records, followed by Melbourne (7) and Brisbane City (2).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 207 professional contacts with verified work emails tracked across these 34 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 34 insurance portfolio management companies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
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Company intelligence · public preview
Top 20 insurance portfolio management companies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 34 matching company records for insurance portfolio management companies based in Australia, with 679 tracked contacts and 207 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 insurance portfolio management companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Jana Investment Advisersjana.com.auHQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 193 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MBS Insurancembsinsurance.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 45 contacts → |
“MBS Insurance is one of the largest distributors and portfolio managers of life insurance across Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ascalon Capitalascaloncapital.com.au HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 19 contacts → |
“Ascalon is an institutional-grade investment consulting and asset management service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Guardian Investmentsguardianinvestments.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Evergreen Consultantsevergreenconsultants.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Evergreen is one of Australia's leading investment consultants.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Orbital Lifeorbitallife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 9 contacts → |
“Orbital Life is a team of life insurance specialists dedicated to helping protect our clients' income, assets, and loved ones with solutions designed for the modern lifestyle.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Activam Groupactivam.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Mancell Financial Groupmfg.com.auHQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Besen PTY LTDbesen.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 |  Australian Consolidated Insurance Servicesacinsure.com.auHQ: Mount Waverley, AustraliaReported employees: 1-10 | Mount Waverley, Australia | 1-10 | Exact match | 5 contacts → |
“ACI is an insurance services firm established since 1979 and known for their expertise in risk management.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tactical Global Management Limitedtgm-global.com HQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 5 contacts → |
“Tactical Global Management Limited (TGM) is a specialist asset management company founded in Australia in 1997.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Paragon Financial Group PTY LTDparagonfg.com.auHQ: Southbank, AustraliaReported employees: 1-10 | Southbank, Australia | 1-10 | Exact match | 4 contacts → |
“OUR COMPANY MOTTO IS ‘A LIFE WELL PLANNED’.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Investwise Financial Planninginvestwisefp.com.au HQ: Aspley, AustraliaReported employees: 11-50 | Aspley, Australia | 11-50 | Exact match | 3 contacts → |
“Investwise Financial Planning was created in 2008 with a vision to provide personal financial advice and investment management services to private individuals, families and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Lion Partnershipthelionpartnership.comHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“The Lion Partnership is a privately owned, specialist consultancy group that has been helping organisations optimise their insurance and risk management arrangements for over a…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Buurman Finance Solutionsbuurmanfinance.com.au HQ: Applecross, AustraliaReported employees: 1-10 | Applecross, Australia | 1-10 | Exact match | 2 contacts → |
“Buurman Finance Solutions is an investment management company based out of Suite 1B/776 Canning Hwy, Applecross, Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  WP Investwpinvest.com.auHQ: Cottesloe, AustraliaReported employees: 1-10 | Cottesloe, Australia | 1-10 | Exact match | 2 contacts → |
“WP Invest is a boutique investment consultant founded by Bruce Maloney.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Fairbridge Financial Services, Life Insurance Specialistsfairbridge.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 |  Visualise Wealthvisualisewealth.com.auHQ: St. Ives, AustraliaReported employees: 1-10 | St. Ives, Australia | 1-10 | Exact match | 1 contacts → |
“Visualise Wealth is an investment management company based out of 15-17 Stanley St, St.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rigale Financial Solutionsrigale.com.au HQ: Ivanhoe, AustraliaReported employees: 1-10 | Ivanhoe, Australia | 1-10 | Exact match | 1 contacts → |
“RIGALE Financial Solutions is an investment management company based out of 1 Linton St, Ivanhoe, Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Argon Capital Private Investmentargoncapital.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“We provide proactive management of share portfolios for our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 34 company matches
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Insurance portfolio management companies: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
34 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 34 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance portfolio management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance portfolio management companies did RevenueBase find based in Australia?
The saved snapshot records 34 matching company records, 679 tracked contacts and 207 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance portfolio management companies by geography
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
- Insurance portfolio management companies based in Argentina
- Insurance portfolio management companies based in Brazil
- Insurance portfolio management companies based in Canada
- Insurance portfolio management companies based in France
- Insurance portfolio management companies based in Germany
- Insurance portfolio management companies based in India
Cite this list
RevenueBase Data Team. Top 20 insurance portfolio management companies based in Australia. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-portfolio-management-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
Company intelligence · public preview
Top 20 insurance portfolio management companies based in Australia
RevenueBase records 34 matching company records for insurance portfolio management companies based in Australia, with 679 tracked contacts and 207 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 insurance portfolio management companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Jana Investment Advisersjana.com.au HQ: Melbourne, AustraliaReported employees: 51-200 | Melbourne, Australia | 51-200 | Exact match | 193 contacts → |
“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MBS Insurancembsinsurance.com.au HQ: North Sydney, AustraliaReported employees: 51-200 | North Sydney, Australia | 51-200 | Exact match | 45 contacts → |
“MBS Insurance is one of the largest distributors and portfolio managers of life insurance across Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ascalon Capitalascaloncapital.com.au HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 19 contacts → |
“Ascalon is an institutional-grade investment consulting and asset management service.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Guardian Investmentsguardianinvestments.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 10 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Evergreen Consultantsevergreenconsultants.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Evergreen is one of Australia's leading investment consultants.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Orbital Lifeorbitallife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 9 contacts → |
“Orbital Life is a team of life insurance specialists dedicated to helping protect our clients' income, assets, and loved ones with solutions designed for the modern lifestyle.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Activam Groupactivam.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 9 contacts → |
“Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Mancell Financial Groupmfg.com.au HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 8 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Besen PTY LTDbesen.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 10 | Australian Consolidated Insurance Servicesacinsure.com.au HQ: Mount Waverley, AustraliaReported employees: 1-10 | Mount Waverley, Australia | 1-10 | Exact match | 5 contacts → |
“ACI is an insurance services firm established since 1979 and known for their expertise in risk management.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Tactical Global Management Limitedtgm-global.com HQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 5 contacts → |
“Tactical Global Management Limited (TGM) is a specialist asset management company founded in Australia in 1997.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Paragon Financial Group PTY LTDparagonfg.com.au HQ: Southbank, AustraliaReported employees: 1-10 | Southbank, Australia | 1-10 | Exact match | 4 contacts → |
“OUR COMPANY MOTTO IS ‘A LIFE WELL PLANNED’.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Investwise Financial Planninginvestwisefp.com.au HQ: Aspley, AustraliaReported employees: 11-50 | Aspley, Australia | 11-50 | Exact match | 3 contacts → |
“Investwise Financial Planning was created in 2008 with a vision to provide personal financial advice and investment management services to private individuals, families and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Lion Partnershipthelionpartnership.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 2 contacts → |
“The Lion Partnership is a privately owned, specialist consultancy group that has been helping organisations optimise their insurance and risk management arrangements for over a…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Buurman Finance Solutionsbuurmanfinance.com.au HQ: Applecross, AustraliaReported employees: 1-10 | Applecross, Australia | 1-10 | Exact match | 2 contacts → |
“Buurman Finance Solutions is an investment management company based out of Suite 1B/776 Canning Hwy, Applecross, Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | WP Investwpinvest.com.au HQ: Cottesloe, AustraliaReported employees: 1-10 | Cottesloe, Australia | 1-10 | Exact match | 2 contacts → |
“WP Invest is a boutique investment consultant founded by Bruce Maloney.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Fairbridge Financial Services, Life Insurance Specialistsfairbridge.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 18 | Visualise Wealthvisualisewealth.com.au HQ: St. Ives, AustraliaReported employees: 1-10 | St. Ives, Australia | 1-10 | Exact match | 1 contacts → |
“Visualise Wealth is an investment management company based out of 15-17 Stanley St, St.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rigale Financial Solutionsrigale.com.au HQ: Ivanhoe, AustraliaReported employees: 1-10 | Ivanhoe, Australia | 1-10 | Exact match | 1 contacts → |
“RIGALE Financial Solutions is an investment management company based out of 1 Linton St, Ivanhoe, Australia.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Argon Capital Private Investmentargoncapital.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“We provide proactive management of share portfolios for our clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 34 company matches
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Insurance portfolio management companies: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
34 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 34 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for insurance portfolio management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance portfolio management companies did RevenueBase find based in Australia?
The saved snapshot records 34 matching company records, 679 tracked contacts and 207 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 20 insurance portfolio management companies based in Australia. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-portfolio-management-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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