Company lists · Data refreshed September 2026

Top 25 Investment companies based in Sydney, Australia

Name: Investment companies based in Sydney, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 230 companies tracked

RevenueBase identified 230 investment companies headquartered in Sydney, Australia as of September 2026 and tracks 4,046 professional contacts across them, including 1,882 with verified work emails. Sydney is the largest hub.

This list covers investment companies headquartered in Sydney, 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 20, 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 20, 2026 86% judged on-target in blind review

230Companies

4,046Contacts tracked

1,882Verified emails

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The 25 largest investment companies based in Sydney, Australia

Ranked by team size

Top 25 of 230 investment companies based in Sydney, Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	556 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026
2	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 20, 2026
3	Betashares	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	191 contacts →
	Strong evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026
4	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	156 contacts →
	Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 20, 2026
5	Pacific Equity Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	102 contacts →
	Strong evidence “PEP is Australasia’s largest private markets firm, with A$19 billion AUM across various investment strategies.” Source: RevenueBase Database · checked Sep 20, 2026
6	Platinum Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	102 contacts →
	Indirect evidence “Established in 1994, Platinum Asset Management is an Australian-based fund manager focused on international shares.” Source: RevenueBase Database · checked Sep 20, 2026
7	Channel Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	100 contacts →
	Strong evidence “Channel Capital is a global fund services business providing end-to-end infrastructure, governance, and distribution solutions to some of the worldʼs most prominent investment…” Source: RevenueBase Database · checked Sep 20, 2026
8	Gresham Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	96 contacts →
	Indirect evidence “Gresham is a leading independent advisory and funds management firm.” Source: RevenueBase Database · checked Sep 20, 2026
9	Elanor Investors Group	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	83 contacts →
	Strong evidence “Elanor Investors Group (ASX:ENN) is an investment and funds management business focused on generating strong absolute and risk-adjusted returns.” Source: RevenueBase Database · checked Sep 20, 2026
10	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	81 contacts →
	Indirect evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 20, 2026
11	Amal, Part Of Iq-Eq	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	75 contacts →
	Indirect evidence “We are IQ-EQ, a leading investor services group employing 6500+ people across 24 jurisdictions worldwide.” Source: RevenueBase Database · checked Sep 20, 2026
12	Fisher Investments Australia	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1,001-5,000	71 contacts →
	Strong evidence “Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL which provides services to wholesale clients only and outsources…” Source: RevenueBase Database · checked Sep 20, 2026
13	Taylor Collison Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	68 contacts →
	Indirect evidence “Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…” Source: RevenueBase Database · checked Sep 20, 2026
14	Fife Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	61 contacts →
	Strong evidence “Fife Capital is an independent alternative investment management firm, founded in Sydney, Australia in 2006.” Source: RevenueBase Database · checked Sep 20, 2026
15	Soul Patts	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	54 contacts →
	Indirect evidence “Washington H.” Source: RevenueBase Database · checked Sep 20, 2026
16	Aims Financial Group	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	42 contacts →
	Strong evidence “Established in 1991, AIMS Financial Group (AIMS) is a diversified financial services and investment group, active in the areas of mortgage lending, securitisation, investment…” Source: RevenueBase Database · checked Sep 20, 2026
17	Tribeca Investment Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	41 contacts →
	Strong evidence “Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.” Source: RevenueBase Database · checked Sep 20, 2026
18	Markham	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	39 contacts →
	Indirect evidence “Established in 1995, Markham has completed over $1 billion of property transactions, delivering investors a consistently superior rate of return.” Source: RevenueBase Database · checked Sep 20, 2026
19	Bluemount Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	39 contacts →
	Indirect evidence “BlueMount Capital is a capital markets group with a global network of highly skilled professionals covering every continent, but primarily operating in the Asia/Pacific.” Source: RevenueBase Database · checked Sep 20, 2026
20	ASF Group	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	28 contacts →
	Strong evidence “ASF Group is an ASX-listed diversified investment company with an international outlook and a history of more than 40 years.” Source: RevenueBase Database · checked Sep 20, 2026
21	Atrium Investment Management	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Strong evidence “Atrium Investment Management is a specialist global investment management firm based in Sydney.” Source: RevenueBase Database · checked Sep 20, 2026
22	TDM Growth Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “TDM Growth Partners is a global investment firm with offices currently in Sydney and New York.” Source: RevenueBase Database · checked Sep 20, 2026
23	Peloton Capital	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Strong evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 20, 2026
24	Marshall Investments PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	19 contacts →
	Strong evidence “Marshall Investments is a private investment company and office for the Marshall family based in Martin Place, Sydney.” Source: RevenueBase Database · checked Sep 20, 2026
25	Precinct Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Property Development” Source: RevenueBase Database · checked Sep 20, 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 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 investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment 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 230 investment companies based in Sydney, Australia

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Investment companies based in Sydney, Australia at a glance

As of Sep 20, 2026

46.5%Verified-email coverage

17.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

127

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 230 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 investment 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 Sydney, Australia whose own description of what they do matches “investment 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 investment 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 investment companies, and records with no verified work email. Companies headquartered outside Sydney 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, 1,882 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 20, 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 companies by metro in Australia

Investment companies in Sydney230
Investment companies in Melbourne132
Investment companies in Brisbane41
Investment companies in Perth31

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 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 investment companies are there based in Sydney, Australia?

RevenueBase identified 230 investment companies headquartered in Sydney, 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?

ORD Minnett, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most investment companies?

Sydney leads with 230 headquartered companies, followed by Melbourne (132) and Brisbane (41).

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 1,882 verified decision-maker contacts tracked across these 230 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 20, 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.