Company lists · Data refreshed September 2026

Top 25 Investment portfolio management software companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 50 companies tracked

RevenueBase identified 50 investment portfolio management software companies headquartered in Australia as of September 2026 and tracks 368 professional contacts across them, including 184 with verified work emails. Sydney is the largest hub.

This list covers investment portfolio management software companies 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 14, 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 14, 2026 86% judged on-target in blind review

50Companies

368Contacts tracked

184Verified emails

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The 25 largest investment portfolio management software companies based in Australia

Ranked by team size

Top 25 of 50 investment portfolio management software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment portfolio management software companies: 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	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
2	Sharesight	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	38 contacts →
	Strong evidence “Sharesight is an award-winning online investment portfolio tracker used by over DIY investors and finance professionals worldwide.” Source: RevenueBase Database · checked Sep 14, 2026
3	DNR Capital	Strong evidence	Brisbane, AustraliaHQ checked Sep 14, 2026	11-50	38 contacts →
	Strong evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 14, 2026
4	Drummond Capital Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 14, 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 14, 2026
5	Financial Simplicity	Strong evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	12 contacts →
	Strong 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 14, 2026
6	Share Wealth Systems	Partial evidence	Cheltenham, AustraliaHQ checked Sep 14, 2026	11-50	11 contacts →
	Partial evidence “Discover a Mechanised Investment Strategy with a demonstrated track record that generates more profit and protects that profit better than managed/mutual funds, financial planners…” Source: RevenueBase Database · checked Sep 14, 2026
7	Astutewheel	Partial evidence	St Leonards, AustraliaHQ checked Sep 14, 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 14, 2026
8	Ifactfind	Partial evidence	Carlton North, AustraliaHQ checked Sep 14, 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 14, 2026
9	Optuma	Partial evidence	Brisbane, AustraliaHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “Optuma is primarily a financial software company established in 1996.” Source: RevenueBase Database · checked Sep 14, 2026
10	Vested Equities	Partial evidence	Surfers Paradise, AustraliaHQ checked Sep 14, 2026	11-50	8 contacts →
	Partial evidence “Using Nobel Prize winning portfolio theories, our asset allocation platform allows investors to optimise portfolio exposures across the major global and domestic asset classes…” Source: RevenueBase Database · checked Sep 14, 2026
11	Peak Asset Management	Strong evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	8 contacts →
	Strong 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 14, 2026
12	Tecassa	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	8 contacts →
	Indirect evidence “Tecassa is a technology and innovation company specialising in financial markets.” Source: RevenueBase Database · checked Sep 14, 2026
13	Titanium Digital	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Take control with Titanium!” Source: RevenueBase Database · checked Sep 14, 2026
14	Portfoliocloud	Strong evidence	South Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong evidence “PortfolioCloud offers investment technology solutions to help financial advisors work smarter, not harder.” Source: RevenueBase Database · checked Sep 14, 2026
15	Navexa	Strong evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong 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 14, 2026
16	Suitabilityhub	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
17	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 14, 2026
18	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 14, 2026
19	Zovanti	Indirect evidence	Sydney, AustraliaHQ checked Sep 14, 2026	11-50	3 contacts →
	Indirect evidence “At Zovanti, our mission is simple.” Source: RevenueBase Database · checked Sep 14, 2026
20	CUBIS	Strong evidence	Melbourne / Sydney, AustraliaHQ checked Sep 14, 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 14, 2026
21	PRO Trader PTY LTD	Strong evidence	Perth, AustraliaHQ checked Sep 14, 2026	11-50	2 contacts →
	Strong evidence “Investment software Stock Broking Manage Money Stock Market Education” Source: RevenueBase Database · checked Sep 14, 2026
22	Fincast	Strong evidence	Pyrmont, AustraliaHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…” Source: RevenueBase Database · checked Sep 14, 2026
23	Private Reporting	Partial evidence	North Sydney, AustraliaHQ checked Sep 14, 2026	1-10	2 contacts →
	Partial evidence “Private Reporting is an investment reporting platform for wealth managers.” Source: RevenueBase Database · checked Sep 14, 2026
24	Firststep Investments	Strong evidence	Melbourne, AustraliaHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.” Source: RevenueBase Database · checked Sep 14, 2026
25	Brite NSW	Indirect evidence	Wollongong, AustraliaHQ checked Sep 14, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 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 portfolio management software companies. 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 portfolio management software companies.
Partial evidence: Its own public description names part of investment portfolio management software companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment portfolio management software companies. 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 portfolio management software companies based in Australia

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Investment portfolio management software companies based in Australia at a glance

As of Sep 14, 2026

50.0%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

36.0%Largest-city concentration · Sydney

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 50 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 portfolio management software companies, 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 portfolio management software companies”. 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 portfolio management software companies), 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 portfolio management software companies, 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, 184 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 14, 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 portfolio management software companies, 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 portfolio management software companies are there based in Australia?

RevenueBase identified 50 investment portfolio management software companies 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?

Midwinter Financial Services, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most investment portfolio management software companies?

Sydney leads with 18 headquartered companies, followed by Melbourne (11) and Brisbane (2).

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 184 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 14, 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.