Company lists · Data refreshed September 2026

Top 25 Investment advisory platforms based in Melbourne, Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 45 companies tracked

RevenueBase identified 45 investment advisory platforms headquartered in Melbourne, Australia as of September 2026 and tracks 835 professional contacts across them, including 502 with verified work emails and 46 with mobile numbers. Sydney is the largest hub.

This list covers investment advisory platforms 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 12, 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 12, 2026 86% judged on-target in blind review

45Companies

835Contacts tracked

502Verified emails

46Mobile numbers

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The 25 largest investment advisory platforms based in Melbourne, Australia

Ranked by team size

Top 25 of 45 investment advisory platforms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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	Praemium	Strong evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	201-500	336 contacts →
	Strong evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 12, 2026
2	Jana Investment Advisers	Strong evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	51-200	183 contacts →
	Strong evidence “JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.” Source: RevenueBase Database · checked Sep 12, 2026
3	Akambo	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	38 contacts →
	Indirect evidence “We strengthen advice models, we don’t reinvent them.” Source: RevenueBase Database · checked Sep 12, 2026
4	Yarra Lane	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	31 contacts →
	Indirect evidence “Our vision is to transform how people engage with financial services, throughout their life stages.” Source: RevenueBase Database · checked Sep 12, 2026
5	Verse Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	28 contacts →
	Indirect evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 12, 2026
6	Drummond Capital Partners	Strong evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	22 contacts →
	Strong evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 12, 2026
7	Reach Markets	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	20 contacts →
	Indirect evidence “At Reach Markets, we invest in Australian growth companies with the potential to go global.” Source: RevenueBase Database · checked Sep 12, 2026
8	Guideway Financial Services	Partial evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	16 contacts →
	Partial evidence “Guideway is the premier provider of quality, customised advisory services for large superannuation funds and independently minded advisory professionals.” Source: RevenueBase Database · checked Sep 12, 2026
9	Openinvest	Strong evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	15 contacts →
	Strong evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 12, 2026
10	Focus Partners Australia Link Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 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 12, 2026
11	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 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 12, 2026
12	Lensell	Strong evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	9 contacts →
	Strong evidence “LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.” Source: RevenueBase Database · checked Sep 12, 2026
13	Peak Asset Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	8 contacts →
	Indirect evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 12, 2026
14	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 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 12, 2026
15	Steward Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 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 12, 2026
16	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	6 contacts →
	Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 12, 2026
17	Retiremap	Partial evidence	Melbourne, AustraliaHQ checked Sep 12, 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 12, 2026
18	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 12, 2026
19	Fiduciary Advice	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	3 contacts →
	Indirect evidence “Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Source: RevenueBase Database · checked Sep 12, 2026
20	Emerald Financial Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	3 contacts →
	Indirect evidence “Emerald Financial was founded by a team of experienced financial advisers who wanted to give clients simple, low cost portfolio options.” Source: RevenueBase Database · checked Sep 12, 2026
21	SVX Group PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	2 contacts →
	Indirect evidence “SVX (Secure Value Exchange)- Interactive and Collaborative software to advance your clients' Financial journey.” Source: RevenueBase Database · checked Sep 12, 2026
22	Guardian Wealth Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	2 contacts →
	Partial 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 12, 2026
23	SIX Park	Partial evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	2 contacts →
	Partial evidence “At Six Park, our vision is to give you Australia’s best investment management without the high costs.” Source: RevenueBase Database · checked Sep 12, 2026
24	Firststep Investments	Strong evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	1-10	2 contacts →
	Strong 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 12, 2026
25	KRA Wealth Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 12, 2026	11-50	1 contacts →
	Indirect evidence “We firmly believe that the creation and establishment of a financial plan is the most important step a person can take towards financial independence – “working because you want…” Source: RevenueBase Database · checked Sep 12, 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: investment 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 45 investment advisory platforms based in Melbourne, Australia

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Investment advisory platforms based in Melbourne, Australia at a glance

As of Sep 12, 2026

60.1%Verified-email coverage

5.5%Mobile-number coverage

18.6Average contacts per company

1-10Median size (employees)

193.3%Largest-city concentration · Sydney

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

4200–30

8031–60

161–90

090–180

1180+

Company record updated

Median 61.0d

00–30

40631–60

32961–90

6090–180

40180+

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 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 “investment 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 investment 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 investment advisory platforms, 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, 502 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 12, 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 in Australia

Investment advisory platforms in Sydney87
Investment advisory platforms in Melbourne47

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 investment 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 investment advisory platforms are there based in Melbourne, Australia?

RevenueBase identified 45 investment advisory platforms 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?

Praemium, headquartered in Melbourne, 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 502 verified decision-maker contacts tracked across these 45 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 12, 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.