Company lists · Data refreshed September 2026

Top 25 Investment management app companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 60 companies tracked

RevenueBase identified 60 investment management app companies headquartered in Australia as of September 2026 and tracks 961 professional contacts across them, including 561 with verified work emails. Sydney is the largest hub.

This list covers investment management app companies 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 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

60Companies

961Contacts tracked

561Verified emails

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The 25 largest investment management app companies based in Australia

Ranked by team size

Top 25 of 60 investment management app companies based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management app 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	Praemium	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	201-500	336 contacts →
	Partial evidence “Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market.” Source: RevenueBase Database · checked Sep 20, 2026
2	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
3	Simply Wall ST	Partial evidence	Surry Hills, AustraliaHQ checked Sep 20, 2026	11-50	43 contacts →
	Partial evidence “At Simply Wall St, we help retail investors make smarter, more confident investment decisions.” Source: RevenueBase Database · checked Sep 20, 2026
4	DNR Capital	Strong evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	38 contacts →
	Strong evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 20, 2026
5	Investsmart Group Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	32 contacts →
	Indirect evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 20, 2026
6	Halo Technologies PTY LTD	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	24 contacts →
	Partial evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
7	CACHE	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Source: RevenueBase Database · checked Sep 20, 2026
8	Human Financial	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.” Source: RevenueBase Database · checked Sep 20, 2026
9	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	15 contacts →
	Partial evidence “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: RevenueBase Database · checked Sep 20, 2026
10	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 20, 2026
11	Financial Simplicity	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Source: RevenueBase Database · checked Sep 20, 2026
12	Share Wealth Systems	Partial evidence	Cheltenham, AustraliaHQ checked Sep 20, 2026	11-50	11 contacts →
	Partial evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 20, 2026
13	TWC Invest	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	10 contacts →
	Partial evidence “TWC is a founder owned and led investment manager serving institutional, family office, private wealth, and sophisticated HNW investors.” Source: RevenueBase Database · checked Sep 20, 2026
14	MAQRO	Partial evidence	AustraliaHQ checked Sep 20, 2026	11-50	10 contacts →
	Partial evidence “Maqro is one of Australia’s leading investment research, trading and advisory firms.” Source: RevenueBase Database · checked Sep 20, 2026
15	Peak Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 20, 2026
16	Jaaims	Partial evidence	Surry Hills, AustraliaHQ checked Sep 20, 2026	11-50	7 contacts →
	Partial evidence “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Source: RevenueBase Database · checked Sep 20, 2026
17	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 20, 2026
18	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 20, 2026
19	The Blackbridge Group	Partial evidence	Preston, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “We work closely with a diverse clientele, including UHNWIs, accredited investors, family offices, asset managers, and institutions securing exclusive alternative investment…” Source: RevenueBase Database · checked Sep 20, 2026
20	Hardie Pacific	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong evidence “HARDIE PACIFIC is an investment management company based out of 801/229 Macquarie St, Sydney, Australia.” Source: RevenueBase Database · checked Sep 20, 2026
21	M3 Investment Group	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Source: RevenueBase Database · checked Sep 20, 2026
22	Property Dollar	Partial evidence	Baulkham Hills, AustraliaHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “ATTN: Australian Property Investors Introducing Property Dollar - The ultimate app empowering property investors with real-time property insights and smart decision-making…” Source: RevenueBase Database · checked Sep 20, 2026
23	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 20, 2026
24	Marketech	Indirect evidence	Perth, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We've been building online trading platforms in Australia for 20 years, with a focus on empowering businesses with access to leading data and tools.” Source: RevenueBase Database · checked Sep 20, 2026
25	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” 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 management app 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 management app companies.
Partial evidence: Its own public description names part of investment management app companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management app 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 60 investment management app companies based in Australia

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Investment management app companies based in Australia at a glance

As of Sep 20, 2026

58.4%Verified-email coverage

16.0Average contacts per company

11-50Median size (employees)

41.7%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 60 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 management app 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 Australia whose own description of what they do matches “investment management app 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 management app 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 management app companies, 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, 561 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 management app companies by metro

Investment management app companies in Sydney25

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 management app 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 management app companies are there based in Australia?

RevenueBase identified 60 investment management app companies 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?

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

Which city has the most investment management app companies?

Sydney leads with 25 headquartered companies, followed by Melbourne (16) and Surry Hills (2).

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 561 verified decision-maker contacts tracked across these 60 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.