Company lists · Data refreshed September 2026

Top 22 Investment firms based in Melbourne, Australia

RevenueBase identified 107 investment firms headquartered in Melbourne, Australia as of September 2026 and tracks 2,336 professional contacts across them, including 1,500 with verified work emails. Sydney is the largest hub.

This list covers investment firms 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, 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
107Companies
2,336Contacts tracked
1,500Verified emails
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The 22 largest investment firms based in Melbourne, Australia

Ranked by team size
Top 22 of 107 investment firms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: 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.
#CompanyHeadquartersEmployeesContacts
1
NetwealthIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 2026201-500637

“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: company website · checked Sep 4, 2026
2
Bell Potter SecuritiesIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 2026501-1,000525

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

Source: company website · checked Sep 4, 2026
3
PraemiumStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 2026201-500335

“Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.”

Source: company website · checked Sep 4, 2026
4
River CapitalStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5035

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

Source: company website · checked Sep 4, 2026
5
Intralink Wealth ManagementIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5032

“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…”

Source: company website · checked Sep 4, 2026
6
Phillipcapital AustraliaStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 20261,001-5,00027

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

Source: company website · checked Sep 4, 2026
7Melbourne, AustraliaHQ checked Sep 4, 202611-5022

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

Source: company website · checked Sep 4, 2026
8
Lanteri Partners GroupIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5020

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

Source: company website · checked Sep 4, 2026
9
Cameron HarrisonIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5018

“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…”

Source: company website · checked Sep 4, 2026
10
GreenrockStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5016

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

Source: company website · checked Sep 4, 2026
11Melbourne, AustraliaHQ checked Sep 4, 202611-5015

“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…”

Source: company website · checked Sep 4, 2026
12Melbourne, AustraliaHQ checked Sep 4, 202611-5015

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

Source: company website · checked Sep 4, 2026
13
Frais Capital PTY LTDStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 20261-1015

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

Source: company website · checked Sep 4, 2026
14Melbourne, AustraliaHQ checked Sep 4, 202611-5013

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

Source: company website · checked Sep 4, 2026
15
Collins HouseIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5013

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

Source: company website · checked Sep 4, 2026
16
Carnbrea & Co. LTDIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-5011

“Carnbrea & Co.”

Source: company website · checked Sep 4, 2026
17
Heritage Capital GroupIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 20261-109

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

Source: company website · checked Sep 4, 2026
18
Chronos PrivateIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 20261-109

“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: company website · checked Sep 4, 2026
19
Activam GroupStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 20261-109

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

Source: company website · checked Sep 4, 2026
20
Armytage PrivateStrong evidence
Melbourne, AustraliaHQ checked Sep 4, 20261-109

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

Source: company website · checked Sep 4, 2026
21
Peak Asset ManagementIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 20261-108

“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…”

Source: company website · checked Sep 4, 2026
22
Besen PTY LTDIndirect evidence
Melbourne, AustraliaHQ checked Sep 4, 202611-507
Source: company website · checked Sep 4, 2026

Showing 22 of 107 investment firms based in Melbourne, Australia

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Investment firms based in Melbourne, Australia at a glance

As of Sep 4, 2026
1-10Median size (employees)
SydneyLargest hub · 195 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
67
11-50
28
51-200
4
201-500
3
501-1,000
1
1,001-5,000
1

Email recency for this list is measured across the whole Australia list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 107 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 firms, 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 Melbourne, Australia whose own description of what they do matches “investment firms”. 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 firms, 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 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, 1,500 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 in Australia

Frequently asked

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

RevenueBase identified 107 investment firms 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?

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 1,500 verified decision-maker contacts tracked across these 107 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.

Ready to reach these companies? Verified emails and direct dials for all 107 investment firms based in Melbourne, Australia. Start with a free account, no credit card.

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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.