Company lists · Data refreshed November 2026

Top 25 Investment advisory api providers based in Australia

RevenueBase identified 73 company matches for investment advisory api providers associated with Australia as of November 2026 and tracks 2,933 professional contacts across them, including 1,986 with verified work emails. Sydney is the largest hub.

This list covers company matches for investment advisory api providers 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 November 6, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
73Companies
2,933Contacts tracked
1,986Verified emails
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The 25 largest investment advisory api providers based in Australia

Ranked by team size
Top 25 of 73 company matches for investment advisory api providers based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Nov 6, 2026501-1,000867 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Nov 6, 2026201-500601 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Nov 6, 2026201-500316 contacts →

Exact match

“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-200210 contacts →

Exact match

“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchMaroochydore, AustraliaHQ recorded Nov 6, 2026201-500124 contacts →

Exact match

“Infocus is in the business, of the business of financial advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-200121 contacts →

Exact match

“DASH is redefining wealth technology by helping financial advisers scale their businesses, operate more efficiently, and deliver better client outcomes.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-20081 contacts →

Exact match

“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5073 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-20049 contacts →

Exact match

“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchHawthorn, AustraliaHQ recorded Nov 6, 202611-5041 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5033 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchBroadbeach, AustraliaHQ recorded Nov 6, 202651-20032 contacts →

Exact match

“Superannuation Advice Australia is now part of PictureWealth Advisory Pty Ltd (AFSL 530789).”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchMilsons Point, AustraliaHQ recorded Nov 6, 202611-5025 contacts →

Exact match

“Sharewise is your comprehensive full-service share advisory, offering expert guidance and professional stockbroking services to help Australian investors navigate the complexities…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Nov 6, 202651-20021 contacts →

Exact match

“HALO Technologies is the advisor platform for modern digital wealth management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Nov 6, 202611-5019 contacts →

Exact match

“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchSydney, AustraliaHQ recorded Nov 6, 20261-1017 contacts →

Exact match

“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-5012 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchCremorne, AustraliaHQ recorded Nov 6, 20261-109 contacts →

Exact match

“Fin-X is a global multi-asset full-service investment advisory firm.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchAustraliaHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Maqro is one of Australia’s leading investment research, trading and advisory firms.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchSouth Melbourne, AustraliaHQ recorded Nov 6, 20261-107 contacts →

Exact match

“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Nov 6, 202611-506 contacts →

Exact match

“Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSydney, AustraliaHQ recorded Nov 6, 20261-106 contacts →

Exact match

“Asendium offers you an easy solution to help you navigate the complexity of providing advice in the 21st Century.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 73 investment advisory api providers based in Australia

See the full list, filter by size, metro and specialty, and access 1,986 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment advisory api providers based in Australia at a glance

As of Nov 6, 2026
67.7%Verified-email coverage
40.2Average contacts per company
11-50Median size (employees)
46.6%Largest-city concentration · Sydney
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
27
51-200
11
201-500
3
501-1,000
1

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 73 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 “investment advisory api providers” 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 1,986 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 November 6, 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.

Investment advisory api providers by metro

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 “investment advisory api providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory api providers are there based in Australia?

RevenueBase identified 73 company matches for investment advisory api providers associated with Australia as of November 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?

Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment advisory api providers?

Sydney leads with 34 company records, followed by Melbourne (14) and Adelaide (1).

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 1,986 professional contacts with verified work emails tracked across these 73 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 November 6, 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 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.