Company lists · Data refreshed September 2026

Top 25 Investment management software providers based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 50 companies tracked

RevenueBase identified 50 investment management software providers headquartered in Australia as of September 2026 and tracks 1,168 professional contacts across them, including 804 with verified work emails and 74 with mobile numbers. Sydney is the largest hub.

This list covers investment management software providers 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

50Companies

1,168Contacts tracked

804Verified emails

74Mobile numbers

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The 25 largest investment management software providers based in Australia

Ranked by team size

Top 25 of 50 investment management software providers based in Australia, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment management software providers: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Hub24 LimitedIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	501-1,000	750
	“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: company website · checked Sep 4, 2026
2	Midwinter Financial ServicesPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	49
	“Midwinter creates sophisticated financial advice software that makes it simple to engage, comply and grow your practice, dealer group or industry fund.” Source: company website · checked Sep 4, 2026
3	ElemntaIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	25
	“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.” Source: company website · checked Sep 4, 2026
4	Drummond Capital PartnersPartial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	22
	“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: company website · checked Sep 4, 2026
5	OpeninvestPartial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	15
	“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…” Source: company website · checked Sep 4, 2026
6	Plutosoft Financial Planning SoftwareIndirect evidence	West Leederville, AustraliaHQ checked Sep 4, 2026	11-50	14
	“Plutosoft was created by financial planners for financial planners.” Source: company website · checked Sep 4, 2026
7	IntegratedIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	13
	“At Integrated, we simplify the complex.” Source: company website · checked Sep 4, 2026
8	Fin365Partial evidence	Newtown, AustraliaHQ checked Sep 4, 2026	1-10	13
	“Fin365 is an Australian based provider of software applications and accompanying services for the financial services industry.” Source: company website · checked Sep 4, 2026
9	Implemented PortfoliosStrong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	12
	“Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: company website · checked Sep 4, 2026
10	AdviserlogicPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	12
	“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: company website · checked Sep 4, 2026
11	IfactfindPartial evidence	Carlton North, AustraliaHQ checked Sep 4, 2026	1-10	10
	“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: company website · checked Sep 4, 2026
12	ConnexianPartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	10
	“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…” Source: company website · checked Sep 4, 2026
13	AstutewheelPartial evidence	St Leonards, AustraliaHQ checked Sep 4, 2026	11-50	9
	“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: company website · checked Sep 4, 2026
14	OptumaPartial evidence	Brisbane, AustraliaHQ checked Sep 4, 2026	11-50	8
	“Optuma is primarily a financial software company established in 1996.” Source: company website · checked Sep 4, 2026
15	Peak Asset ManagementPartial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	1-10	8
	“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: company website · checked Sep 4, 2026
16	Coin SoftwarePartial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	8
	“COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.” Source: company website · checked Sep 4, 2026
17	Titanium DigitalIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	7
	“Take control with Titanium!” Source: company website · checked Sep 4, 2026
18	PortfoliocloudPartial evidence	South Melbourne, AustraliaHQ checked Sep 4, 2026	1-10	6
	“PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: company website · checked Sep 4, 2026
19	NavexaPartial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	1-10	6
	“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: company website · checked Sep 4, 2026
20	SuitabilityhubIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	5
	“SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Source: company website · checked Sep 4, 2026
21	ZovantiIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	3
	“At Zovanti, our mission is simple.” Source: company website · checked Sep 4, 2026
22	Global Mutual FundsPartial evidence	Mascot, AustraliaHQ checked Sep 4, 2026	1-10	3
	“Global Mutual Funds is a licensed securities dealer and boutique investment advisory business established in 2001.” Source: company website · checked Sep 4, 2026
23	CUBISStrong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	3
	“Cubis is cloud based software to make tracking and managing your investments easier.” Source: company website · checked Sep 4, 2026
24	PRO Trader PTY LTDStrong evidence	Perth, AustraliaHQ checked Sep 4, 2026	11-50	2
	“Investment software Stock Broking Manage Money Stock Market Education” Source: company website · checked Sep 4, 2026
25	WealthxIndirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	2
	“The most advanced broker & client PFM in the market with industry leading features.” Source: company website · checked Sep 4, 2026

Showing 25 of 50 investment management software providers based in Australia

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Investment management software providers based in Australia at a glance

As of Sep 4, 2026

11-50Median size (employees)

SydneyLargest hub · 19 HQs

74Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

Verified emails by last verification

0–30

31–60

61–90

429

90–180

316

180+

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 providers, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 providers”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment management software providers, 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 an evidence 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, 804 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 4, 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.

Frequently asked

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

RevenueBase identified 50 investment management software providers 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 providers?

Sydney leads with 19 headquartered companies, followed by Melbourne (8) and Brisbane (3).

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 804 verified decision-maker contacts tracked across these 50 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 4, 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.