Company lists · Data refreshed September 2026

Top 25 Investment firms based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 781 companies tracked

RevenueBase identified 781 investment firms headquartered in Australia as of September 2026 and tracks 14,678 professional contacts across them, including 7,197 with verified work emails and 2,497 with mobile numbers. Sydney is the largest hub.

This list covers investment firms 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, its RevenueBase Smart Search rating, 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 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 4, 2026 86% judged on-target in blind review

781Companies

14,678Contacts tracked

7,197Verified emails

2,497Mobile numbers

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The 25 largest investment firms based in Australia

Ranked by team size

Top 25 of 781 investment firms based in Australia, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: 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	Netwealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	201-500	637 contacts →
	Indirect evidence “Founded in Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth.” Source: RevenueBase Database · checked Sep 4, 2026
2	ORD Minnett	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	201-500	550 contacts →
	Strong evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 4, 2026
3	Bell Potter Securities	Indirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	501-1,000	525 contacts →
	Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 4, 2026
4	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	201-500	418 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 4, 2026
5	Praemium	Strong evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	201-500	335 contacts →
	Strong evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 4, 2026
6	Betashares	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 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 4, 2026
7	Jana Investment Advisers	Strong evidence	Melbourne, AustraliaHQ checked Sep 4, 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 4, 2026
8	Invest Blue	Indirect evidence	Armidale, AustraliaHQ checked Sep 4, 2026	201-500	176 contacts →
	Indirect evidence “Welcome to Australia's trusted home of great advice.” Source: RevenueBase Database · checked Sep 4, 2026
9	Prime Financial Group	Indirect evidence	Southbank, AustraliaHQ checked Sep 4, 2026	201-500	169 contacts →
	Indirect evidence “Prime Financial Group is an ASX-listed, market-leading financial service firm, delivering integrated Advice, Capital, and Asset Management solutions to high-net-worth individuals…” Source: RevenueBase Database · checked Sep 4, 2026
10	Wilsons Advisory	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	160 contacts →
	Indirect evidence “Wilsons Advisory has a distinguished history in financial services that spans over 125 years.” Source: RevenueBase Database · checked Sep 4, 2026
11	Evans & Partners	Indirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	51-200	151 contacts →
	Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 4, 2026
12	Euroz Hartleys Limited	Indirect evidence	Perth, AustraliaHQ checked Sep 4, 2026	51-200	148 contacts →
	Indirect evidence “The merger of Euroz and Hartleys in 2020, brought together two of the state's most iconic and successful financial services businesses.” Source: RevenueBase Database · checked Sep 4, 2026
13	MLC Asset Management	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	201-500	136 contacts →
	Strong evidence “At MLC Asset Management, clients have trusted us to manage their investments for almost 40 years, and we have a strong history of innovation and growth.” Source: RevenueBase Database · checked Sep 4, 2026
14	Elston	Indirect evidence	Fortitude Valley, AustraliaHQ checked Sep 4, 2026	51-200	107 contacts →
	Indirect evidence “Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Source: RevenueBase Database · checked Sep 4, 2026
15	Pacific Equity Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	101 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 4, 2026
16	26 Degrees	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	89 contacts →
	Indirect evidence “26 Degrees is the perfect environment to thrive.” Source: RevenueBase Database · checked Sep 4, 2026
17	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	79 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 4, 2026
18	Fisher Investments Australia	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1,001-5,000	69 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 4, 2026
19	Taylor Collison Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 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 4, 2026
20	Knight	Indirect evidence	Subiaco, AustraliaHQ checked Sep 4, 2026	51-200	67 contacts →
	Indirect evidence “We will help you achieve your version of financial success.” Source: RevenueBase Database · checked Sep 4, 2026
21	Alteris Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	51 contacts →
	Indirect evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 4, 2026
22	333 Capital	Indirect evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	51 contacts →
	Indirect evidence “Capital's specialist team have been helping private and institutional clients to acquire, grow and divest their businesses since 2005.” Source: RevenueBase Database · checked Sep 4, 2026
23	Escala	Indirect evidence	Melbourne Sydney, AustraliaHQ checked Sep 4, 2026	51-200	48 contacts →
	Indirect evidence “Escala Partners is the new standard in personalised wealth management.” Source: RevenueBase Database · checked Sep 4, 2026
24	HMH Advisory	Indirect evidence	Mont Albert, AustraliaHQ checked Sep 4, 2026	51-200	46 contacts →
	Indirect evidence “Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Source: RevenueBase Database · checked Sep 4, 2026
25	Tribeca Investment Partners	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 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 4, 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 firms. 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 firms.
Partial evidence: Its own public description names part of investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment firms. 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 781 investment firms based in Australia

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Investment firms based in Australia at a glance

As of Sep 4, 2026

49.0%Verified-email coverage

17.0%Mobile-number coverage

18.8Average contacts per company

1-10Median size (employees)

25.0%Largest-city concentration · Sydney

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

508

11-50

198

51-200

201-500

501-1,000

1,001-5,000

10001+

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

61331–60

3,87061–90

2,66390–180

51180+

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 firms, 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 Australia whose own description of what they do matches “investment firms”. 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 firms), 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 firms, 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 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, 7,197 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 firms by metro

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 firms, 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 firms are there based in Australia?

RevenueBase identified 781 investment firms 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?

Netwealth, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most investment firms?

Sydney leads with 195 headquartered companies, followed by Melbourne (107) and Brisbane (31).

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 7,197 verified decision-maker contacts tracked across these 781 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 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.