Company lists · Data refreshed September 2026

Top 24 Investment management software consultants based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 126 companies tracked

RevenueBase identified 126 investment management software consultants headquartered in Australia as of September 2026 and tracks 1,693 professional contacts across them, including 1,049 with verified work emails. Sydney is the largest hub.

This list covers investment management software consultants 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 28, 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 28, 2026 86% judged on-target in blind review

126Companies

1,693Contacts tracked

1,049Verified emails

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The 24 largest investment management software consultants based in Australia

Ranked by team size

Top 24 of 126 investment management software consultants based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management software consultants: 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	Hub24 Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	Jana Investment Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	183 contacts →
	Partial 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 28, 2026
3	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	48 contacts →
	Partial evidence “Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: RevenueBase Database · checked Sep 28, 2026
4	SMC	Partial evidence	North Sydney, AustraliaHQ checked Sep 28, 2026	51-200	40 contacts →
	Partial evidence “SMC is a market leading 100% independent ERP and enterprise software advisory and consulting company.” Source: RevenueBase Database · checked Sep 28, 2026
5	Akambo	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “We strengthen advice models, we don’t reinvent them.” Source: RevenueBase Database · checked Sep 28, 2026
6	Vertex Consulting & Compliance Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	36 contacts →
	Indirect evidence “At Vertex, we exist to make an impact on our clients' business.” Source: RevenueBase Database · checked Sep 28, 2026
7	Rubicon 8	Indirect evidence	Mont Albert, AustraliaHQ checked Sep 28, 2026	51-200	35 contacts →
	Indirect evidence “At Rubicon 8, we understand that technology is now inherent in an organisation’s workflow between staff, clients and stakeholders.” Source: RevenueBase Database · checked Sep 28, 2026
8	Maintenance & Project Engineering MPE	Strong evidence	Oxenford, AustraliaHQ checked Sep 28, 2026	11-50	28 contacts →
	Strong evidence “MPE is an asset management consultancy and software company servicing industries such as Mining, Manufacturing, Utilities, Construction, Transport and Government.” Source: RevenueBase Database · checked Sep 28, 2026
9	Accsys Consulting	Partial evidence	Deakin, AustraliaHQ checked Sep 28, 2026	1-10	27 contacts →
	Partial evidence “Accsys Consulting is a renowned Canberra-based company, established in 1992, offering specialised financial management and information technology consulting services to valued…” Source: RevenueBase Database · checked Sep 28, 2026
10	Advance Business Consulting	Indirect evidence	Adelaide, AustraliaHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “With a history of over two decades in the IT industry, Advance Business Consulting is a local Adelaide company specialising in data.” Source: RevenueBase Database · checked Sep 28, 2026
11	Quarterbac	Partial evidence	Cremorne, AustraliaHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “We are client side specialists that deliver asset management transformation programs.” Source: RevenueBase Database · checked Sep 28, 2026
12	Mavin Advisory Group	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.” Source: RevenueBase Database · checked Sep 28, 2026
13	Evergreen Consultants	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	13 contacts →
	Strong evidence “Evergreen is one of Australia's leading investment consultants.” Source: RevenueBase Database · checked Sep 28, 2026
14	Financial Simplicity	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
15	XYTR	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “We specialise in helping companies grow by maximising their use of their existing technology stack (especially Microsoft) to automate processes and analyse data and report on it…” Source: RevenueBase Database · checked Sep 28, 2026
16	Astutewheel	Partial evidence	St Leonards, AustraliaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…” Source: RevenueBase Database · checked Sep 28, 2026
17	FGS Advisory	Partial evidence	Barangaroo, AustraliaHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “FGS has world class software stack expertise, optimisation advice and practice implementations for accounting and professional services firms.” Source: RevenueBase Database · checked Sep 28, 2026
18	Ifactfind	Partial evidence	Carlton North, AustraliaHQ checked Sep 28, 2026	1-10	9 contacts →
	Partial evidence “Software for holistic, goals-based FinancialAdvisers and Planners who want to capture and manage detailed client data, including comprehensive multi-time period goals, that can be…” Source: RevenueBase Database · checked Sep 28, 2026
19	Thrive Technologies	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	9 contacts →
	Partial evidence “The Construction Industry Software Experts.” Source: RevenueBase Database · checked Sep 28, 2026
20	Acquum Consulting	Indirect evidence	Docklands, AustraliaHQ checked Sep 28, 2026	1-10	8 contacts →
	Indirect evidence “AcQuum Consulting is a leading-edge technology-focused consulting firm that specialises in capturing and enhancing complex business data, to reveal the intelligence required to…” Source: RevenueBase Database · checked Sep 28, 2026
21	Cloud9 Consulting	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	51-200	8 contacts →
	Indirect evidence “Cloud9 Consulting is an Australian-owned company with a breadth of knowledge gained through years of delivery experience.” Source: RevenueBase Database · checked Sep 28, 2026
22	Tecassa	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	8 contacts →
	Indirect evidence “Tecassa is a technology and innovation company specialising in financial markets.” Source: RevenueBase Database · checked Sep 28, 2026
23	Titanium Digital	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Take control with Titanium!” Source: RevenueBase Database · checked Sep 28, 2026
24	Nelson Cook Consultancy Group	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Strong evidence “At Nelson Cook we specialise in supporting the needs of both small and large Property and Investment Management organisations.” Source: RevenueBase Database · checked Sep 28, 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 software consultants. 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 software consultants.
Partial evidence: Its own public description names part of investment management software consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management software consultants. 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 24 of 126 investment management software consultants based in Australia

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Investment management software consultants based in Australia at a glance

As of Sep 28, 2026

62.0%Verified-email coverage

13.4Average contacts per company

1-10Median size (employees)

38.9%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 126 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 software consultants, 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 software consultants”. 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 software consultants), 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 software consultants, 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, 1,049 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 28, 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 software consultants by metro

Investment management software consultants in Sydney49

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 software consultants, 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 software consultants are there based in Australia?

RevenueBase identified 126 investment management software consultants 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most investment management software consultants?

Sydney leads with 49 headquartered companies, followed by Melbourne (22) and Adelaide (5).

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 1,049 verified decision-maker contacts tracked across these 126 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 28, 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.