Company lists · Data refreshed September 2026

Top 25 Investment research platforms based in Australia

RevenueBase identified 104 investment research platforms headquartered in Australia as of September 2026 and tracks 972 professional contacts across them, including 371 with verified work emails. Sydney is the largest hub.

This list covers investment research platforms 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 28, 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 28, 2026 86% judged on-target in blind review
104Companies
972Contacts tracked
371Verified emails
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The 25 largest investment research platforms based in Australia

Ranked by team size
Top 25 of 104 investment research platforms based in Australia, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment research platforms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSydney, AustraliaHQ checked Sep 28, 202651-200113 contacts →

Partial evidence

“A part of Bell Financial Group (ASX:BFG), Bell Direct is an online trading platform, designed to make Australians better off.”

Source: RevenueBase Database · checked Sep 28, 2026
2Strong evidenceSydney, AustraliaHQ checked Sep 28, 2026201-50077 contacts →

Strong evidence

“Kalkine Media is a global financial media and research firm providing in-depth market insights, investment analysis, and real-time financial news.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 202651-20055 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
4Partial evidenceSurry Hills, AustraliaHQ checked Sep 28, 202611-5043 contacts →

Partial evidence

“At Simply Wall St, we help retail investors make smarter, more confident investment decisions.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5038 contacts →

Partial evidence

“Sharesight is an award-winning online investment portfolio tracker used by over DIY investors and finance professionals worldwide.”

Source: RevenueBase Database · checked Sep 28, 2026
6Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5037 contacts →

Partial evidence

“Rainmaker Information was founded in 1992 and has established a reputation as a leading provider of research and information about the Australian financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5031 contacts →

Strong evidence

“Australian Stock Report is the provider of investment research and education for people who want the flexibility to manage their own investments.”

Source: RevenueBase Database · checked Sep 28, 2026
8Strong evidenceSydney, AustraliaHQ checked Sep 28, 202611-5031 contacts →

Strong evidence

“Established in Fat Prophets is an independent investment firm based in Sydney, providing trusted stock market research to members worldwide, alongside a wealth management business…”

Source: RevenueBase Database · checked Sep 28, 2026
9Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5030 contacts →

Strong evidence

“Networks X is a modern day investment and market research services provider.”

Source: RevenueBase Database · checked Sep 28, 2026
10Strong evidenceNorth Sydney, AustraliaHQ checked Sep 28, 202611-5025 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
11Partial evidenceSydney, AustraliaHQ checked Sep 28, 202651-20024 contacts →

Partial evidence

“HALO Technologies is the advisor platform for modern digital wealth management.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5024 contacts →

Partial evidence

“Empowering 1 million+ investors to make smarter investment decisions The Livewire Markets network connects Australian investors with the insights and data they need to succeed.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5017 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
14Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 202611-5015 contacts →

Strong 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 28, 2026
15Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202611-5013 contacts →

Indirect evidence

“At Integrated, we simplify the complex.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceSydney, AustraliaHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceSydney, AustraliaHQ checked Sep 28, 20261-1012 contacts →

Partial evidence

“Proudly part of an ASX listed Group, Equity Story is a premier Australian investment advisory firm dedicated to empowering individuals and institutions to achieve financial…”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceBrisbane, AustraliaHQ checked Sep 28, 202611-5012 contacts →

Strong evidence

“Launched in March 2024, is an independent Australian investment platform with all kind of investment opportunities, for self-directed investors.”

Source: RevenueBase Database · checked Sep 28, 2026
19Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202651-20012 contacts →

Indirect evidence

“We want our clients to be empowered by our unique approach to investing & achieve their financial goals through our analysis.”

Source: RevenueBase Database · checked Sep 28, 2026
20Indirect evidenceSydney, AustraliaHQ checked Sep 28, 202611-5012 contacts →

Indirect evidence

“Our expert team of analysts helps you diversify with your buy, hold, and sell decisions!”

Source: RevenueBase Database · checked Sep 28, 2026
21Strong evidenceAustraliaHQ checked Sep 28, 202611-5010 contacts →

Strong evidence

“Maqro is one of Australia’s leading investment research, trading and advisory firms.”

Source: RevenueBase Database · checked Sep 28, 2026
22Partial evidenceSydney, AustraliaHQ checked Sep 28, 202611-5010 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 28, 2026
23Strong evidenceSydney, AustraliaHQ checked Sep 28, 202611-509 contacts →

Strong evidence

“Intelligent Investor is an online publisher of stock-market research that helps investors build long-term wealth by providing expert analysis, advice and investment solutions that…”

Source: RevenueBase Database · checked Sep 28, 2026
24Strong evidenceMelbourne, AustraliaHQ checked Sep 28, 20261-109 contacts →

Strong evidence

“LENSELL is a Melbourne-based FinTech/WealthTech delivering an investment research and technology platform.”

Source: RevenueBase Database · checked Sep 28, 2026
25Indirect evidenceBrisbane, AustraliaHQ checked Sep 28, 202611-508 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 28, 2026

Showing 25 of 104 investment research platforms based in Australia

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 371 reachable decision-makers.

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Investment research platforms based in Australia at a glance

As of Sep 28, 2026
38.2%Verified-email coverage
9.3Average contacts per company
11-50Median size (employees)
47.1%Largest-city concentration · Sydney
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
47
11-50
41
51-200
11
201-500
4

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 104 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 research platforms, 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 research platforms”. 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 research platforms), 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 research platforms, 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, 371 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 28, 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.

Investment research platforms by metro

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 research platforms, 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 research platforms are there based in Australia?

RevenueBase identified 104 investment research platforms 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?

Bell Direct, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most investment research platforms?

Sydney leads with 49 headquartered companies, followed by Melbourne (17) and North Sydney (6).

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 371 verified decision-maker contacts tracked across these 104 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 28, 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.