Company lists · Data refreshed October 2026

Top 25 Investment firms based in Melbourne, Australia

RevenueBase identified 110 company matches for investment firms associated with Melbourne, Australia as of October 2026 and tracks 4,225 professional contacts across them, including 2,673 with verified work emails. Across Australia, Sydney is the largest hub for this category (204 companies); Melbourne follows with 110.

This list covers company matches for investment firms associated with Melbourne, 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 October 1, 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 Oct 1, 2026 How this list was built
110Companies
4,225Contacts tracked
2,673Verified emails
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The 25 largest investment firms based in Melbourne, Australia

Ranked by team size
Top 25 of 110 company matches for investment firms based in Melbourne, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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 matchMelbourne, AustraliaHQ recorded Oct 1, 20261,001-5,0001,664 contacts →

Exact match

“We’re here to help you build financial security and grow your wealth with confidence.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Oct 1, 2026201-500644 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3Exact matchMelbourne, AustraliaHQ recorded Oct 1, 2026501-1,000528 contacts →

Exact match

“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Oct 1, 2026201-500336 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 · Oct 1, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202651-200183 contacts →

Exact match

“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202651-200150 contacts →

Exact match

“Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5051 contacts →

Exact match

“Capital's specialist team have been helping private and institutional clients to acquire, grow and divest their businesses since 2005.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5035 contacts →

Exact match

“Established in 1996, River Capital is an investment firm with an uncompromising commitment to investor and community success.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5033 contacts →

Exact match

“For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5027 contacts →

Exact match

“Nash Advisory specialises in the sale and acquisition of businesses with enterprise values between $10M -$500M.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Oct 1, 20261,001-5,00026 contacts →

Exact match

“In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5022 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 · Oct 1, 2026 · View company records in RevenueBase
13Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5021 contacts →

Exact match

“Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5019 contacts →

Exact match

“For over 50 years, Cameron Harrison Partners have been navigating journeys for private investors and families with significant wealth to help their businesses succeed, and their…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5016 contacts →

Exact match

“Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5015 contacts →

Exact match

“The tenet underpinning PAN-Tribal Asset Management (PAN-Tribal) is to create wealth for investors by sourcing the best financial products from the best investment managers…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5015 contacts →

Exact match

“Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Oct 1, 20261-1015 contacts →

Exact match

“Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5013 contacts →

Exact match

“Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5013 contacts →

Exact match

“Founded in 2003, Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market Investment.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Oct 1, 202611-5011 contacts →

Exact match

“Carnbrea & Co.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Oct 1, 20261-109 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Oct 1, 20261-109 contacts →

Exact match

“Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24Exact matchMelbourne, AustraliaHQ recorded Oct 1, 20261-109 contacts →

Exact match

“Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Oct 1, 20261-109 contacts →

Exact match

“Armytage Private is a boutique investment specialist majority owned by members of its investment team and key executives.”

Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase

Showing 25 of 110 investment firms based in Melbourne, Australia

See the full list, filter by size, metro and specialty, and access 2,673 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Melbourne, Australia at a glance

As of Oct 1, 2026
63.3%Verified-email coverage
38.4Average contacts per company
1-10Median size (employees)
Oct 1, 2026Page data refreshed

Companies by employee count

1-10
69
11-50
28
51-200
5
201-500
3
501-1,000
1
1,001-5,000
2

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 110 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 Melbourne, Australia whose business descriptions match “investment firms” 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 2,673 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 October 1, 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 firms by metro in Australia

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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Melbourne, Australia?

RevenueBase identified 110 company matches for investment firms associated with Melbourne, Australia as of October 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?

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

Which city in Australia has the most investment firms?

Sydney leads Australia with 204 company records, followed by Melbourne (110) and Brisbane (31).

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 2,673 professional contacts with verified work emails tracked across these 110 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 October 1, 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.