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, its RevenueBase Smart Search rating, 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 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 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. RevenueBase Smart Search rates how each company's information relates to investment management software providers: 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 4, 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 4, 2026
2	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	49 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 4, 2026
3	Elemnta	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	25 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 4, 2026
4	Drummond Capital Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	22 contacts →
	Partial evidence “Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.” Source: RevenueBase Database · checked Sep 4, 2026
5	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	11-50	15 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
6	Plutosoft Financial Planning Software	Indirect evidence	West Leederville, AustraliaHQ checked Sep 4, 2026	11-50	14 contacts →
	Indirect evidence “Plutosoft was created by financial planners for financial planners.” Source: RevenueBase Database · checked Sep 4, 2026
7	Integrated	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	13 contacts →
	Indirect evidence “At Integrated, we simplify the complex.” Source: RevenueBase Database · checked Sep 4, 2026
8	Fin365	Partial evidence	Newtown, AustraliaHQ checked Sep 4, 2026	1-10	13 contacts →
	Partial evidence “Fin365 is an Australian based provider of software applications and accompanying services for the financial services industry.” Source: RevenueBase Database · checked Sep 4, 2026
9	Implemented Portfolios	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	12 contacts →
	Strong evidence “Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.” Source: RevenueBase Database · checked Sep 4, 2026
10	Adviserlogic	Partial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	12 contacts →
	Partial evidence “AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: RevenueBase Database · checked Sep 4, 2026
11	Ifactfind	Partial evidence	Carlton North, AustraliaHQ checked Sep 4, 2026	1-10	10 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 4, 2026
12	Connexian	Partial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	10 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 4, 2026
13	Astutewheel	Partial evidence	St Leonards, AustraliaHQ checked Sep 4, 2026	11-50	9 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 4, 2026
14	Optuma	Partial evidence	Brisbane, AustraliaHQ checked Sep 4, 2026	11-50	8 contacts →
	Partial evidence “Optuma is primarily a financial software company established in 1996.” Source: RevenueBase Database · checked Sep 4, 2026
15	Peak Asset Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	1-10	8 contacts →
	Partial evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 4, 2026
16	Coin Software	Partial evidence	Sydney, AustraliaHQ checked Sep 4, 2026	51-200	8 contacts →
	Partial evidence “COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.” Source: RevenueBase Database · checked Sep 4, 2026
17	Titanium Digital	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	7 contacts →
	Indirect evidence “Take control with Titanium!” Source: RevenueBase Database · checked Sep 4, 2026
18	Portfoliocloud	Partial evidence	South Melbourne, AustraliaHQ checked Sep 4, 2026	1-10	6 contacts →
	Partial evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 4, 2026
19	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 4, 2026	1-10	6 contacts →
	Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 4, 2026
20	Suitabilityhub	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	5 contacts →
	Indirect evidence “SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.” Source: RevenueBase Database · checked Sep 4, 2026
21	Zovanti	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	11-50	3 contacts →
	Indirect evidence “At Zovanti, our mission is simple.” Source: RevenueBase Database · checked Sep 4, 2026
22	Global Mutual Funds	Partial evidence	Mascot, AustraliaHQ checked Sep 4, 2026	1-10	3 contacts →
	Partial evidence “Global Mutual Funds is a licensed securities dealer and boutique investment advisory business established in 2001.” Source: RevenueBase Database · checked Sep 4, 2026
23	CUBIS	Strong evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	3 contacts →
	Strong evidence “Cubis is cloud based software to make tracking and managing your investments easier.” Source: RevenueBase Database · checked Sep 4, 2026
24	PRO Trader PTY LTD	Strong evidence	Perth, AustraliaHQ checked Sep 4, 2026	11-50	2 contacts →
	Strong evidence “Investment software Stock Broking Manage Money Stock Market Education” Source: RevenueBase Database · checked Sep 4, 2026
25	Wealthx	Indirect evidence	Sydney, AustraliaHQ checked Sep 4, 2026	1-10	2 contacts →
	Indirect evidence “The most advanced broker & client PFM in the market with industry leading features.” Source: RevenueBase Database · checked Sep 4, 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 providers. 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 providers.
Partial evidence: Its own public description names part of investment management software providers, 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 providers. 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 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

68.8%Verified-email coverage

6.3%Mobile-number coverage

23.4Average contacts per company

11-50Median size (employees)

38.0%Largest-city concentration · Sydney

Sep 4, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

00–30

5731–60

42961–90

31690–180

2180+

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 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 providers”. 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 providers), 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 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 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, 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

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 providers, 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 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 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.