Company lists · Data refreshed October 2026
Top 24 Investment management automation vendors based in Australia
RevenueBase identified 69 company matches for investment management automation vendors associated with Australia as of October 2026 and tracks 2,963 professional contacts across them, including 1,505 with verified work emails. Sydney is the largest hub.
This list covers company matches for investment management automation vendors associated with 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 17, 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.
The 24 largest investment management automation vendors based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 980 contacts → | ||||
Exact match “Bravura is the leading technology-only provider to the global funds and wealth industries.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 841 contacts → | ||||
Exact match “HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 568 contacts → | ||||
Exact match “GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 95 contacts → | ||||
Exact match “Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 49 contacts → | ||||
Exact match “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 29 contacts → | ||||
Exact match “Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 26 contacts → | ||||
Exact match “Increase Value to Clients and Reduce Compliance Admin.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 19 contacts → | ||||
Exact match “OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “Connexian is a software platform not a custody platform that opens opportunities for fund managers to help them grow FUM by reaching more investors and onboard them faster and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 15 contacts → | ||||
Exact match “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 14 contacts → | ||||
Exact match “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Tecassa is a technology and innovation company specialising in financial markets.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 9 contacts → | ||||
Exact match “Optuma is primarily a financial software company established in 1996.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “Algoteq: Expertise in Finance Technology.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 9 contacts → | ||||
Exact match “At Integrated, we simplify the complex.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “Calibre is a premier FinTech provider with 20 years of expertise in delivering purpose-built Research Management Systems (RMS) for global institutional asset managers and…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 8 contacts → | ||||
Exact match “KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 7 contacts → | ||||
Exact match “Take control with Titanium!” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 6 contacts → | ||||
Exact match “CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 6 contacts → | ||||
Exact match “At Fishtank, we specialise in implementing data management solutions across the Investment Management industry, leveraging over 25 years of proven expertise.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “investment management automation vendors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 24 of 69 investment management automation vendors based in Australia
See the full list, filter by size, metro and specialty, and access 1,505 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Investment management automation vendors based in Australia at a glance
As of Oct 17, 2026Companies by employee count
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 69 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 Australia whose business descriptions match “investment management automation vendors” 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 1,505 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 17, 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 management automation vendors by metro
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 management automation vendors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment management automation vendors are there based in Australia?
RevenueBase identified 69 company matches for investment management automation vendors associated with 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?
Bravura Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most investment management automation vendors?
Sydney leads with 35 company records, followed by Melbourne (15) and Brisbane (2).
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 1,505 professional contacts with verified work emails tracked across these 69 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 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 69 investment management automation vendors based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Investment management automation vendors by geography
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
- Investment management automation vendors based in Mumbai, India
- Investment management automation vendors based in London, United Kingdom
- Investment management automation vendors based in Chicago, United States
- Investment management automation vendors based in New York, United States
- Investment management automation vendors based in San Francisco, United States
- Investment management automation vendors based in Brazil
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
Company intelligence · public preview
Top 24 investment management automation vendors based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 69 matching company records for investment management automation vendors based in Australia, with 2,963 tracked contacts and 1,505 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 investment management automation vendors based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bravura Solutionsbravurasolutions.com HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 980 contacts → |
“Bravura is the leading technology-only provider to the global funds and wealth industries.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Hub24 Limitedhub24.com.auHQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 841 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  GBSTgbst.comHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 568 contacts → |
“GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Milestone Groupmilestonegroup.comHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 95 contacts → |
“Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Midwinter Financial Servicesmidwinter.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 49 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Elemntaelemnta.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Ensomblensombl.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 26 contacts → |
“Increase Value to Clients and Reduce Compliance Admin.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  CACHEcacheinvest.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 22 contacts → |
“Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Openinvestopeninvest.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 19 contacts → |
“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Connexianconnexian.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Connexian is a software platform not a custody platform that opens opportunities for fund managers to help them grow FUM by reaching more investors and onboard them faster and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sustainable Life Solutionsslife.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 15 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Implemented Portfoliosevidentiagroup.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Financial Simplicityfinancialsimplicity.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Tecassatecassa.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Tecassa is a technology and innovation company specialising in financial markets.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Optumaoptuma.comHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 9 contacts → |
“Optuma is primarily a financial software company established in 1996.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Algoteqalgoteq.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Algoteq: Expertise in Finance Technology.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Integratedintegratedportfoliosolutions.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“At Integrated, we simplify the complex.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Calibre Financial Technology Calibrermscalibreft.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Calibre is a premier FinTech provider with 20 years of expertise in delivering purpose-built Research Management Systems (RMS) for global institutional asset managers and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Kpi-Aikpi-ai.comHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Titanium Digitaltitanium.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Take control with Titanium!” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Portfoliocloudportfoliocloud.comHQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Paradinoparadino.aiHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  CXI Softwarecxisoftware.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fishtank Solutionsfishtank.net.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“At Fishtank, we specialise in implementing data management solutions across the Investment Management industry, leveraging over 25 years of proven expertise.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 69 company matches
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Investment management automation vendors: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
69 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 69 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management automation vendors by metro
Questions about this company list
What does Exact match mean for investment management automation vendors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management automation vendors did RevenueBase find based in Australia?
The saved snapshot records 69 matching company records, 2,963 tracked contacts and 1,505 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management automation vendors by geography
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
- Investment management automation vendors based in Mumbai, India
- Investment management automation vendors based in London, United Kingdom
- Investment management automation vendors based in Chicago, United States
- Investment management automation vendors based in New York, United States
- Investment management automation vendors based in San Francisco, United States
- Investment management automation vendors based in Brazil
Cite this list
RevenueBase Data Team. Top 24 investment management automation vendors based in Australia. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-management-automation-vendors/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
Company intelligence · public preview
Top 24 investment management automation vendors based in Australia
RevenueBase records 69 matching company records for investment management automation vendors based in Australia, with 2,963 tracked contacts and 1,505 verified work emails.
This public preview shows 24 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 24 investment management automation vendors based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Bravura Solutionsbravurasolutions.com HQ: Sydney, AustraliaReported employees: 1,001-5,000 | Sydney, Australia | 1,001-5,000 | Exact match | 980 contacts → |
“Bravura is the leading technology-only provider to the global funds and wealth industries.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Hub24 Limitedhub24.com.au HQ: Sydney, AustraliaReported employees: 501-1,000 | Sydney, Australia | 501-1,000 | Exact match | 841 contacts → |
“HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | GBSTgbst.com HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 568 contacts → |
“GBST delivers technology and digital solutions to enable, support and scale wealth management and advice organisations globally.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Milestone Groupmilestonegroup.com HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 95 contacts → |
“Milestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognized as the architect of a new class of digital…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Midwinter Financial Servicesmidwinter.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 49 contacts → |
“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Elemntaelemnta.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 29 contacts → |
“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Ensomblensombl.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 26 contacts → |
“Increase Value to Clients and Reduce Compliance Admin.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CACHEcacheinvest.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 22 contacts → |
“Cache is Australia’s #1 Investing-as-a-Service provider, enabling companies of all sizes to launch and operate digital investment products.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Openinvestopeninvest.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 19 contacts → |
“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Connexianconnexian.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 15 contacts → |
“Connexian is a software platform not a custody platform that opens opportunities for fund managers to help them grow FUM by reaching more investors and onboard them faster and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sustainable Life Solutionsslife.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 15 contacts → |
“Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Implemented Portfoliosevidentiagroup.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 14 contacts → |
“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Financial Simplicityfinancialsimplicity.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Tecassatecassa.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 10 contacts → |
“Tecassa is a technology and innovation company specialising in financial markets.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Optumaoptuma.com HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 9 contacts → |
“Optuma is primarily a financial software company established in 1996.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Algoteqalgoteq.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Algoteq: Expertise in Finance Technology.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Integratedintegratedportfoliosolutions.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“At Integrated, we simplify the complex.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Calibre Financial Technology Calibrermscalibreft.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 9 contacts → |
“Calibre is a premier FinTech provider with 20 years of expertise in delivering purpose-built Research Management Systems (RMS) for global institutional asset managers and…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Kpi-Aikpi-ai.com HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 8 contacts → |
“KPI-AI is building the next generation of institutional asset management - an integrated system of AI agents that autonomously manage the full portfolio lifecycle.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Titanium Digitaltitanium.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Take control with Titanium!” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Portfoliocloudportfoliocloud.com HQ: South Melbourne, AustraliaReported employees: 1-10 | South Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Paradinoparadino.ai HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | CXI Softwarecxisoftware.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fishtank Solutionsfishtank.net.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 6 contacts → |
“At Fishtank, we specialise in implementing data management solutions across the Investment Management industry, leveraging over 25 years of proven expertise.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 69 company matches
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Investment management automation vendors: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
69 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 69 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Investment management automation vendors by metro
Questions about this company list
What does Exact match mean for investment management automation vendors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many investment management automation vendors did RevenueBase find based in Australia?
The saved snapshot records 69 matching company records, 2,963 tracked contacts and 1,505 verified emails. The public preview displays 24 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Investment management automation vendors by geography
- Investment management automation vendors based in Sydney, Australia
- Investment management automation vendors based in Sao Paulo, Brazil
- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India
- Investment management automation vendors based in Mumbai, India
- Investment management automation vendors based in London, United Kingdom
- Investment management automation vendors based in Chicago, United States
- Investment management automation vendors based in New York, United States
- Investment management automation vendors based in San Francisco, United States
- Investment management automation vendors based in Brazil
Cite this list
RevenueBase Data Team. Top 24 investment management automation vendors based in Australia. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-management-automation-vendors/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Investment management automation vendors based in Toronto, Canada
- Investment management automation vendors based in Paris, France
- Investment management automation vendors based in Hong Kong, Hong Kong
- Investment management automation vendors based in Bangalore, India