Company lists · Data refreshed September 2026

Top 24 Investment management software consultants based in Australia

RevenueBase identified 126 company matches for investment management software consultants associated with 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 company matches for investment management software consultants 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 September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
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 company matches for investment management software consultants based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 28, 2026501-1,000750 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 · Sep 28, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202651-200183 contacts →

Exact match

“JANA is an established investment advisory firm with 38 years’ of experience and over $1.6tn funds under advice.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-20048 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 · Sep 28, 2026 · View company records in RevenueBase
4Exact matchNorth Sydney, AustraliaHQ recorded Sep 28, 202651-20040 contacts →

Exact match

“SMC is a market leading 100% independent ERP and enterprise software advisory and consulting company.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202611-5038 contacts →

Exact match

“We strengthen advice models, we don’t reinvent them.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202651-20036 contacts →

Exact match

“At Vertex, we exist to make an impact on our clients' business.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchMont Albert, AustraliaHQ recorded Sep 28, 202651-20035 contacts →

Exact match

“At Rubicon 8, we understand that technology is now inherent in an organisation’s workflow between staff, clients and stakeholders.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchOxenford, AustraliaHQ recorded Sep 28, 202611-5028 contacts →

Exact match

“MPE is an asset management consultancy and software company servicing industries such as Mining, Manufacturing, Utilities, Construction, Transport and Government.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchDeakin, AustraliaHQ recorded Sep 28, 20261-1027 contacts →

Exact match

“Accsys Consulting is a renowned Canberra-based company, established in 1992, offering specialised financial management and information technology consulting services to valued…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchAdelaide, AustraliaHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“With a history of over two decades in the IT industry, Advance Business Consulting is a local Adelaide company specialising in data.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchCremorne, AustraliaHQ recorded Sep 28, 202611-5014 contacts →

Exact match

“We are client side specialists that deliver asset management transformation programs.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“Mavin Advisory Group is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“Evergreen is one of Australia's leading investment consultants.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5012 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 · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5011 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchSt Leonards, AustraliaHQ recorded Sep 28, 202611-5010 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchBarangaroo, AustraliaHQ recorded Sep 28, 202611-5010 contacts →

Exact match

“FGS has world class software stack expertise, optimisation advice and practice implementations for accounting and professional services firms.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchCarlton North, AustraliaHQ recorded Sep 28, 20261-109 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-509 contacts →

Exact match

“The Construction Industry Software Experts.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchDocklands, AustraliaHQ recorded Sep 28, 20261-108 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202651-2008 contacts →

Exact match

“Cloud9 Consulting is an Australian-owned company with a breadth of knowledge gained through years of delivery experience.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-508 contacts →

Exact match

“Tecassa is a technology and innovation company specialising in financial markets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Sep 28, 20261-107 contacts →

Exact match

“Take control with Titanium!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-507 contacts →

Exact match

“At Nelson Cook we specialise in supporting the needs of both small and large Property and Investment Management organisations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 24 of 126 investment management software consultants based in Australia

See the full list, filter by size, metro and specialty, and access 1,049 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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
83
11-50
33
51-200
9
501-1,000
1

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

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 software consultants” 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 1,049 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 September 28, 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 software consultants 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 software consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management software consultants are there based in Australia?

RevenueBase identified 126 company matches for investment management software consultants associated with Australia as of September 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?

Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment management software consultants?

Sydney leads with 49 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 1,049 professional contacts with verified work emails tracked across these 126 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 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 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.