Company lists · Data refreshed September 2026
Top 25 Investment firms based in Melbourne, Australia
RevenueBase identified 110 investment firms headquartered in Melbourne, Australia as of September 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 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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.
The 25 largest investment firms based in Melbourne, Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,664 contacts → | ||||
Indirect evidence “We’re here to help you build financial security and grow your wealth with confidence.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 644 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 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 528 contacts → | ||||
Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 150 contacts → | ||||
Indirect evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Strong evidence “Established in 1996, River Capital is an investment firm with an uncompromising commitment to investor and community success.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 33 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 10 | 27 contacts → | ||||
Indirect evidence “Nash Advisory specialises in the sale and acquisition of businesses with enterprise values between $10M -$500M.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 26 contacts → | ||||
Strong evidence “In Australia, PhillipCapital provides wealth management, institutional and private client stockbroking, online trading, corporate finance, investment research and funds management…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 13 | 21 contacts → | ||||
Indirect evidence “Lanteri Partners Group develops and implements tailored financial plans that create, build and protect your wealth.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 19 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 16 contacts → | ||||
Strong evidence “Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 15 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 15 contacts → | ||||
Indirect evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 15 contacts → | ||||
Strong evidence “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 13 contacts → | ||||
Indirect evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 13 contacts → | ||||
Strong evidence “Founded in 2003, Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market Investment.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 11 contacts → | ||||
Indirect evidence “Carnbrea & Co.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 23 | 9 contacts → | ||||
Strong evidence “Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 24 | 9 contacts → | ||||
Indirect evidence “Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 9 contacts → | ||||
Strong evidence “Armytage Private is a boutique investment specialist majority owned by members of its investment team and key executives.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
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 110 investment firms based in Melbourne, Australia
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Investment firms based in Melbourne, Australia at a glance
As of Sep 14, 2026Companies by employee count
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
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 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.
- 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 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, 2,673 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 14, 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
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 Melbourne, Australia?
RevenueBase identified 110 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?
Findex, headquartered in Melbourne, tops this list with the largest team on record.
Which city in Australia has the most investment firms?
Sydney leads Australia with 204 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,673 verified decision-maker contacts tracked across these 110 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 14, 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.