Company lists · Data refreshed October 2026

Top 25 Investment research management software companies based in Australia

RevenueBase identified 49 company matches for investment research management software companies associated with Australia as of October 2026 and tracks 381 professional contacts across them, including 132 with verified work emails. Sydney is the largest hub.

This list covers company matches for investment research management software companies 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 October 19, 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 Oct 19, 2026 How this list was built
49Companies
381Contacts tracked
132Verified emails
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The 25 largest investment research management software companies based in Australia

Ranked by team size
Top 25 of 49 company matches for investment research management software companies based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 19, 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 matchMelbourne, AustraliaHQ recorded Oct 19, 202651-20061 contacts →

Exact match

“Zenith Investment Partners is a leading provider of investment research, managed accounts, and portfolio consulting solutions for the Australian financial services industry.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
2Exact matchNorth Sydney, AustraliaHQ recorded Oct 19, 202611-5025 contacts →

Exact match

“SQM Research is an investment research and data company which specialises in providing accurate research ratings and insights as well as data to financial institutions and the…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Oct 19, 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 · Oct 19, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Oct 19, 202611-5012 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-1012 contacts →

Exact match

“As a boutique full service research house, we’re able to offer transparent, high-quality insights delivered with conviction.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Oct 19, 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 · Oct 19, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-5010 contacts →

Exact match

“Martin Place Securities is a Sydney - based securities advisory business specialising in emerging mining, resources and energy companies.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Oct 19, 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 · Oct 19, 2026 · View company records in RevenueBase
10Exact matchBrisbane, AustraliaHQ recorded Oct 19, 202611-509 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-509 contacts →

Exact match

“Calibre is a premier FinTech provider with 20 years of expertise in delivering purpose-built Research Management Systems (RMS) for global institutional asset managers and…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-107 contacts →

Exact match

“Take control with Titanium!”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-106 contacts →

Exact match

“FundMonitors.com produces rigorous, high quality research on over 1100 actively managed funds to assist investors, trustees and their advisors with appropriate manager selection…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-105 contacts →

Exact match

“SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-105 contacts →

Exact match

“More than ever, it is essential for emerging companies to have high-quality investment research undertaken, as it is a critical factor for the investment community in terms of…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
16Exact matchSubiaco, AustraliaHQ recorded Oct 19, 20261-103 contacts →

Exact match

“Share Link Technologies is a respected and experienced software technology provider supporting ASX-listed companies.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
17Exact matchPerth, AustraliaHQ recorded Oct 19, 202611-503 contacts →

Exact match

“Investment software Stock Broking Manage Money Stock Market Education”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
18Exact matchMelbourne, AustraliaHQ recorded Oct 19, 202611-502 contacts →

Exact match

“Lincoln Indicators is one of Australia's leading Fintech providers for stock research, ratings and insights - Stock Doctor, and our funds management business offers intelligent…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Oct 19, 202651-2002 contacts →

Exact match

“Stock Market Research, Trading Recommendations, Advisory Services, Managed Investments, IPOs & Capital Raising.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
20Exact matchPyrmont, AustraliaHQ recorded Oct 19, 20261-102 contacts →

Exact match

“Fincast is a financial services technology company, with offices in Australia and Singapore, that creates applications for investment advisers, wealth management groups and…”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
21Exact matchNorth Sydney, AustraliaHQ recorded Oct 19, 20261-102 contacts →

Exact match

“Private Reporting is an investment reporting platform for wealth managers.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-501 contacts →

Exact match

“quant shop pty.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Oct 19, 202611-501 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Oct 19, 20261-101 contacts →

Exact match

“Woodhall Investment Research has been formed to provide research support for professionals in the industry: fund managers, financial planning groups, brokers and bankers.”

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase
25Exact matchWollongong, AustraliaHQ recorded Oct 19, 20261-101 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Oct 19, 2026 · View company records in RevenueBase

Showing 25 of 49 investment research management software companies based in Australia

See the full list, filter by size, metro and specialty, and access 132 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment research management software companies based in Australia at a glance

As of Oct 19, 2026
34.6%Verified-email coverage
7.8Average contacts per company
11-50Median size (employees)
55.1%Largest-city concentration · Sydney
Oct 19, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
20
51-200
6
201-500
2
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 49 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 research management software companies” 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 132 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 October 19, 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 research management software companies 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 research management software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment research management software companies are there based in Australia?

RevenueBase identified 49 company matches for investment research management software companies associated with Australia as of October 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?

Zenith Investment Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most investment research management software companies?

Sydney leads with 27 company records, followed by Melbourne (8) and North Sydney (3).

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 132 professional contacts with verified work emails tracked across these 49 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 October 19, 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.