Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 342 companies tracked

RevenueBase identified 342 investment advisory platforms headquartered in Australia as of September 2026 and tracks 4,805 professional contacts across them, including 2,545 with verified work emails and 328 with mobile numbers. Sydney is the largest hub.

This list covers investment advisory 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

342Companies

4,805Contacts tracked

2,545Verified emails

328Mobile numbers

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The 25 largest investment advisory platforms based in Australia

Ranked by team size

Top 25 of 342 investment advisory platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Hub24 LimitedPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	501-1,000	750
	“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: company website · checked Sep 4, 2026
2	PraemiumStrong evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	201-500	335
	“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: company website · checked Sep 4, 2026
3	BetasharesPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	191
	“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: company website · checked Sep 4, 2026
4	Jana Investment AdvisersStrong evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	51-200	183
	“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Source: company website · checked Sep 4, 2026
5	Invest BlueIndirect evidence	Armidale, AustraliaHQ checked Sep 4, 2026	201-500	176
	“Welcome to Australia's trusted home of great advice.” Source: company website · checked Sep 4, 2026
6	InfocusIndirect evidence	Maroochydore, AustraliaHQ checked Sep 4, 2026	201-500	116
	“Infocus is in the business, of the business of financial advice.” Source: company website · checked Sep 4, 2026
7	Bell DirectPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	113
	“A part of Bell Financial Group (ASX:BFG), Bell Direct is an online trading platform, designed to make Australians better off.” Source: company website · checked Sep 4, 2026
8	DASHIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	103
	“Are you looking for- Increased practice profit and a lower cost of advice- Engagement with your clients like never before- Cutting-edge document generation via digital delivery-…” Source: company website · checked Sep 4, 2026
9	Mason StevensPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	73
	“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.” Source: company website · checked Sep 4, 2026
10	Padua SolutionsIndirect evidence	Haymarket, AustraliaHQ checked Sep 4, 2026	51-200	69
	“Turning good advice into GREAT advice” Source: company website · checked Sep 4, 2026
11	CentricPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	65
	“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: company website · checked Sep 4, 2026
12	SpaceshipIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	51
	“Spaceship makes investing easy, for everyone.” Source: company website · checked Sep 4, 2026
13	Midwinter Financial ServicesIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	49
	“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: company website · checked Sep 4, 2026
14	Simply Wall STPartial evidence	Surry Hills, AustraliaHQ checked Sep 4, 2026	11-50	46
	“At Simply Wall St, we help retail investors make smarter, more confident investment decisions.” Source: company website · checked Sep 4, 2026
15	MyprosperityPartial evidence	Hawthorn, AustraliaHQ checked Sep 4, 2026	11-50	43
	“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.” Source: company website · checked Sep 4, 2026
16	AkamboIndirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	38
	“We strengthen advice models, we don’t reinvent them.” Source: company website · checked Sep 4, 2026
17	Link Wealth AdviceIndirect evidence	Kew East, AustraliaHQ checked Sep 4, 2026	51-200	36
	“It’s time to simplify your money.” Source: company website · checked Sep 4, 2026
18	TynansPartial evidence	Brisbane, AustraliaHQ checked Sep 4, 2026	11-50	33
	“Tynans is a boutique financial advisory firm in Brisbane.” Source: company website · checked Sep 4, 2026
19	Complii Fintech Solutions LTDPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	33
	“Complii FinTech Solutions is a secure digital platform that removes the need for paper-based compliance.” Source: company website · checked Sep 4, 2026
20	Investsmart Group LimitedPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	32
	“InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: company website · checked Sep 4, 2026
21	Yarra LaneIndirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	30
	“Our vision is to transform how people engage with financial services, throughout their life stages.” Source: company website · checked Sep 4, 2026
22	Midsec Financial AdvisorsPartial evidence	Parkside, AustraliaHQ checked Sep 4, 2026	11-50	29
	“Midsec Financial Advisors is a privately-owned financial advisory firm based in Adelaide, offering strategic, personalised advice grounded in a practical,(un)common-sense…” Source: company website · checked Sep 4, 2026
23	Verse WealthIndirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	28
	“At Verse, we take a wildly different approach to financial advice.” Source: company website · checked Sep 4, 2026
24	PrimeadvisoryIndirect evidence	Chatswood, AustraliaHQ checked Sep 4, 2026	11-50	28
	“We partner with businesses and people who want to get more out of life.” Source: company website · checked Sep 4, 2026
25	StockspotPartial evidence	Barangaroo, AustraliaHQ checked Sep 4, 2026	11-50	27
	“Stockspot is Australia's first and largest digital investment adviser.” Source: company website · checked Sep 4, 2026

Showing 25 of 342 investment advisory platforms based in Australia

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Investment advisory platforms based in Australia at a glance

As of Sep 4, 2026

1-10Median size (employees)

SydneyLargest hub · 87 HQs

328Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

209

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Verified emails by last verification

0–30

31–60

212

61–90

1,346

90–180

979

180+

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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory 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 an evidence 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, 2,545 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 4, 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.

Investment advisory platforms by metro

Investment advisory platforms in Sydney87
Investment advisory platforms in Melbourne47

Frequently asked

How many investment advisory platforms are there based in Australia?

RevenueBase identified 342 investment advisory 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 investment advisory platforms?

Sydney leads with 87 headquartered companies, followed by Melbourne (47) and Brisbane (16).

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 2,545 verified decision-maker contacts tracked across these 342 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 4, 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.