Company lists · Data refreshed September 2026

Top 25 Investment management software developers based in Australia

RevenueBase identified 65 company matches for investment management software developers associated with Australia as of September 2026 and tracks 1,825 professional contacts across them, including 1,062 with verified work emails. Sydney is the largest hub.

This list covers company matches for investment management software developers 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
65Companies
1,825Contacts tracked
1,062Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment management software developers based in Australia

Ranked by team size
Top 25 of 65 company matches for investment management software developers 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 matchSydney, AustraliaHQ recorded Sep 28, 2026201-500519 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 · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-20068 contacts →

Exact match

“Formed in 2010, Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact 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
5Exact matchVictoria 3123, AustraliaHQ recorded Sep 28, 202651-20045 contacts →

Exact match

“Market Leading Technology Integrated Application Development (IntegraDev) is a wholly owned subsidiary of Integrafin Holdings plc (Transact) in the UK.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5025 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 · Sep 28, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Increase Value to Clients and Reduce Compliance Admin.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202611-5022 contacts →

Exact match

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5022 contacts →

Exact match

“A leading global SaaS provider for investment data management.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“BondAdviser is an Australian financial services and technology company.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“Human Financial is an investment manager and technology innovator, delivering managed funds, model portfolios and customised investment solutions for the advised retail market.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchMelbourne, AustraliaHQ recorded Sep 28, 202611-5015 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 · Sep 28, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“At Integrated, we simplify the complex.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5013 contacts →

Exact match

“Quant Reports internal and external reporting tools for institutional clients can enhance communications and differentiate your strategy.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact 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
16Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-20012 contacts →

Exact match

“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact 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
18Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5010 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 · Sep 28, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Sep 28, 2026n/a10 contacts →

Exact match

“As of 2017 EstateMaster was acquired by Altus Group, a leading provider of software, data and expert services to the commercial real estate and development industries.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact 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
21Exact matchBrisbane, AustraliaHQ recorded Sep 28, 202611-508 contacts →

Exact match

“Optuma is primarily a financial software company established in 1996.”

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 matchSouth Melbourne, AustraliaHQ recorded Sep 28, 20261-106 contacts →

Exact match

“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Sep 28, 20261-106 contacts →

Exact match

“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.”

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

Showing 25 of 65 investment management software developers based in Australia

See the full list, filter by size, metro and specialty, and access 1,062 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment management software developers based in Australia at a glance

As of Sep 28, 2026
58.2%Verified-email coverage
28.1Average contacts per company
11-50Median size (employees)
50.8%Largest-city concentration · Sydney
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
28
51-200
8
201-500
1
501-1,000
1
1,001-5,000
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 65 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 developers” 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 1,062 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 developers 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 developers”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 65 company matches for investment management software developers 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 developers?

Sydney leads with 33 company records, followed by Melbourne (12) 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 1,062 professional contacts with verified work emails tracked across these 65 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.

Ready to reach these companies? Verified emails and direct dials for all 65 investment management software developers based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

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.