Company lists · Data refreshed September 2026

Top 25 Machine learning financial advisory platforms based in Australia

Name: Machine learning financial advisory platforms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 60 companies tracked

RevenueBase identified 60 machine learning financial advisory platforms headquartered in Australia as of September 2026 and tracks 1,273 professional contacts across them, including 751 with verified work emails. Sydney is the largest hub.

This list covers machine learning financial advisory 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

60Companies

1,273Contacts tracked

751Verified emails

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The 25 largest machine learning financial advisory platforms based in Australia

Ranked by team size

Top 25 of 60 machine learning financial advisory 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 machine learning financial advisory 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Hub24 Limited	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	501-1,000	750 contacts →
	Partial 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 28, 2026
2	Beforepay Group	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	76 contacts →
	Strong evidence “Beforepay Group (ASX: B4P) leverages advanced artificial intelligence, machine learning and sophisticated analytics to deliver safe and affordable financial products that empower…” Source: RevenueBase Database · checked Sep 28, 2026
3	Midwinter Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 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 28, 2026
4	Investsmart Group Limited	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	32 contacts →
	Strong evidence “InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life.” Source: RevenueBase Database · checked Sep 28, 2026
5	Cognitivo	Indirect evidence	Haymarket, AustraliaHQ checked Sep 28, 2026	11-50	27 contacts →
	Indirect evidence “Cognitivo is the UI of AI.” Source: RevenueBase Database · checked Sep 28, 2026
6	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 28, 2026
7	Wilfred Knight PTY LTD	Indirect evidence	Brighton, AustraliaHQ checked Sep 28, 2026	11-50	18 contacts →
	Indirect evidence “At Wilfred Knight, we're leading the charge in AI-driven trading solutions through our state-of-the-art software.” Source: RevenueBase Database · checked Sep 28, 2026
8	Lumiant	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make…” Source: RevenueBase Database · checked Sep 28, 2026
9	Sustainable Life Solutions	Partial evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “Sustainable Life Solutions is a technology driven general advice solution for advisers who thrive on empowering their customers to make informed financial decisions.” Source: RevenueBase Database · checked Sep 28, 2026
10	Jaaims	Indirect evidence	Surry Hills, AustraliaHQ checked Sep 28, 2026	11-50	7 contacts →
	Indirect evidence “Save time, invest smart Jaaims is an award-winning, first-to-market in Australia AI investing app that is designed to enhance investing strategies for the everyday investor.” Source: RevenueBase Database · checked Sep 28, 2026
11	Portfoliocloud	Strong evidence	South Melbourne, AustraliaHQ checked Sep 28, 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 28, 2026
12	M3 Investment Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “M3 Investment Group provides investment management services to clients and specialise in identifying opportunities in equity markets.” Source: RevenueBase Database · checked Sep 28, 2026
13	Platformplus	Strong evidence	Maroochydore, AustraliaHQ checked Sep 28, 2026	51-200	4 contacts →
	Strong evidence “We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus.” Source: RevenueBase Database · checked Sep 28, 2026
14	Paradino	Strong evidence	Sydney, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Strong evidence “Paradino is an AI and automation platform that enables financial advisers to scale their practices by automating file notes and providing an AI assistant to help prepare for…” Source: RevenueBase Database · checked Sep 28, 2026
15	Continuum Financial Planners PTY LTD	Strong evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Strong evidence “Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…” Source: RevenueBase Database · checked Sep 28, 2026
16	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 28, 2026
17	HEY Coach	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Hey Coach solves the financial advice gap for everyday Australians.” Source: RevenueBase Database · checked Sep 28, 2026
18	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 28, 2026
19	Fiduciary Advice	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Fiduciary provides financial advice to the 80% of working Australians who cannot afford or access traditional financial advice.” Source: RevenueBase Database · checked Sep 28, 2026
20	Anahit	Partial evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	3 contacts →
	Partial evidence “Driven by a mission to democratize investment insights for all, we developed Anahit, an AI investment analytics platform that uses a proprietary algorithm to identify market…” Source: RevenueBase Database · checked Sep 28, 2026
21	SIX Park	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Indirect evidence “At Six Park, our vision is to give you Australia’s best investment management without the high costs.” Source: RevenueBase Database · checked Sep 28, 2026
22	Fincast	Partial evidence	Pyrmont, AustraliaHQ checked Sep 28, 2026	1-10	2 contacts →
	Partial 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 28, 2026
23	Megalith Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “Introducing Megalith: Pioneering the Future of Finance with AI-Driven Innovation Megalith is at the forefront of the fintech revolution, harnessing the power of Artificial…” Source: RevenueBase Database · checked Sep 28, 2026
24	Pythagoras Investing	Indirect evidence	Melbourne, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Indirect evidence “PYTHAGORAS INVESTING Pythagoras takes care of the complex analysis of investing, leaving investors in control with a straightforward, easy to follow action plan.” Source: RevenueBase Database · checked Sep 28, 2026
25	Bayfin Asset Finance	Partial evidence	Surry Hills, AustraliaHQ checked Sep 28, 2026	1-10	1 contacts →
	Partial evidence “Whatever your finance needs, our team of specialist brokers can find the financial solution to suit you.” Source: RevenueBase Database · checked Sep 28, 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: machine learning financial advisory platforms. 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 machine learning financial advisory platforms.
Partial evidence: Its own public description names part of machine learning financial advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name machine learning financial advisory platforms. 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 60 machine learning financial advisory platforms based in Australia

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Machine learning financial advisory platforms based in Australia at a glance

As of Sep 28, 2026

59.0%Verified-email coverage

21.2Average contacts per company

1-10Median size (employees)

43.3%Largest-city concentration · Sydney

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 60 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 machine learning financial advisory 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 “machine learning financial advisory 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 machine learning financial advisory 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 machine learning financial advisory 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, 751 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.

Machine learning financial advisory platforms by metro

Machine learning financial advisory platforms in Sydney26

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 machine learning financial advisory 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 machine learning financial advisory platforms are there based in Australia?

RevenueBase identified 60 machine learning financial advisory 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?

Hub24 Limited, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most machine learning financial advisory platforms?

Sydney leads with 26 headquartered companies, followed by Melbourne (13) 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 751 verified decision-maker contacts tracked across these 60 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.