Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Australia

Name: Millennial wealth management companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 515 companies tracked

RevenueBase identified 515 company matches for millennial wealth management companies associated with Australia as of September 2026 and tracks 5,825 professional contacts across them, including 3,470 with verified work emails. Sydney is the largest hub.

This list covers company matches for millennial wealth management 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 September 17, 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 Sep 17, 2026 How this list was built

515Companies

5,825Contacts tracked

3,470Verified emails

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The 25 largest millennial wealth management companies based in Australia

Ranked by team size

Top 25 of 515 company matches for millennial wealth management companies based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Findex	Exact match	Melbourne, AustraliaHQ recorded Sep 17, 2026	1,001-5,000	1,664 contacts →
	Exact match “We’re here to help you build financial security and grow your wealth with confidence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	ORD Minnett	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	201-500	556 contacts →
	Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Shaw And Partners Financial Services	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	201-500	412 contacts →
	Exact match “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Koda Capital	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	51-200	144 contacts →
	Exact match “At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Infocus	Exact match	Maroochydore, AustraliaHQ recorded Sep 17, 2026	201-500	119 contacts →
	Exact match “Infocus is in the business, of the business of financial advice.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Elston	Exact match	Fortitude Valley, AustraliaHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match “Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $7 billion dollars in assets, making us one of…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Fitzpatricks Advice Partners	Exact match	Sydney Cbd, AustraliaHQ recorded Sep 17, 2026	11-50	73 contacts →
	Exact match “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	CIB Accountants & Advisers	Exact match	Parramatta, AustraliaHQ recorded Sep 17, 2026	51-200	67 contacts →
	Exact match “At CIB, we go beyond the numbers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Hewison Private Wealth	Exact match	Melbourne, AustraliaHQ recorded Sep 17, 2026	51-200	61 contacts →
	Exact match “Your goals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Boman Group	Exact match	Melbourne, AustraliaHQ recorded Sep 17, 2026	11-50	60 contacts →
	Exact match “Founded in 2011, we have proudly served High Net Worth and Ultra High Net Worth individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Alteris Financial Group	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	51 contacts →
	Exact match “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Escala	Exact match	Melbourne Sydney, AustraliaHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “Escala Partners is the new standard in personalised wealth management.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Solomons Group	Exact match	Brisbane, AustraliaHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	HMH Advisory	Exact match	Mont Albert, AustraliaHQ recorded Sep 17, 2026	51-200	47 contacts →
	Exact match “Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Lipman Burgon & Partners	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	37 contacts →
	Exact match “Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Integro Private Wealth	Exact match	Perth, AustraliaHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “At Integro Private Wealth we combine the craft of wealth management with personalised strategies for financial wellbeing.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	MWL Financial Group	Exact match	Melbourne, AustraliaHQ recorded Sep 17, 2026	51-200	36 contacts →
	Exact match “More than just a financial services company, the staff at MWL Financial Group are as passionate and ambitious about growing your wealth as you are.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Intralink Wealth Management	Exact match	Melbourne, AustraliaHQ recorded Sep 17, 2026	11-50	33 contacts →
	Exact match “For more than 30 years, Intralink Wealth Management has been committed to enhancing the quality of our clients’ lives by creating and implementing wealth strategies and managing…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	First Samuel Limited	Exact match	Melbourne, AustraliaHQ recorded Sep 17, 2026	11-50	25 contacts →
	Exact match “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Providence Wealth Advisory Group	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Choice Capital	Exact match	South Melbourne, AustraliaHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “Most financial advice starts with numbers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	QI Wealth	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “Qi Wealth is a leading financial services company based in Sydney.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Private Multi Family Office	Exact match	Sydney, AustraliaHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “Private Multi Family Office Preserving wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Keystone Private	Exact match	Brisbane, AustraliaHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Keystone Private is Queensland's leading multi-family office.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Dmca Advisory	Exact match	Dulwich, AustraliaHQ recorded Sep 17, 2026	11-50	19 contacts →
	Exact match “Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “millennial wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 515 millennial wealth management companies based in Australia

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Millennial wealth management companies based in Australia at a glance

As of Sep 17, 2026

59.6%Verified-email coverage

11.3Average contacts per company

1-10Median size (employees)

19.8%Largest-city concentration · Sydney

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

364

11-50

127

51-200

201-500

1,001-5,000

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 515 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 “millennial wealth management 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 3,470 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 September 17, 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.

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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Australia?

RevenueBase identified 515 company matches for millennial wealth management companies associated with Australia as of September 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?

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

Which city has the most millennial wealth management companies?

Sydney leads with 102 company records, followed by Melbourne (59) and Brisbane (19).

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 3,470 professional contacts with verified work emails tracked across these 515 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 September 17, 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.