Company lists · Data refreshed September 2026

Top 25 Minority-owned investment managers based in Australia

Name: Minority-owned investment managers based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 304 companies tracked

RevenueBase identified 304 minority-owned investment managers headquartered in Australia as of September 2026 and tracks 2,524 professional contacts across them, including 1,463 with verified work emails. Sydney is the largest hub.

This list covers minority-owned investment managers 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 20, 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 20, 2026 86% judged on-target in blind review

304Companies

2,524Contacts tracked

1,463Verified emails

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The 25 largest minority-owned investment managers based in Australia

Ranked by team size

Top 25 of 304 minority-owned investment managers based in Australia, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to minority-owned investment managers: 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	Shaw And Partners Financial Services	Strong evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	412 contacts →
	Strong evidence “Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.” Source: RevenueBase Database · checked Sep 20, 2026
2	Evans & Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	51-200	150 contacts →
	Partial evidence “Evans and Partners provide tailored advice and services to help you build, manage and preserve wealth.” Source: RevenueBase Database · checked Sep 20, 2026
3	Elston	Partial evidence	Fortitude Valley, AustraliaHQ checked Sep 20, 2026	51-200	106 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
4	Escala	Partial evidence	Melbourne Sydney, AustraliaHQ checked Sep 20, 2026	51-200	50 contacts →
	Partial evidence “Escala Partners is the new standard in personalised wealth management.” Source: RevenueBase Database · checked Sep 20, 2026
5	HMH Advisory	Indirect evidence	Mont Albert, AustraliaHQ checked Sep 20, 2026	51-200	47 contacts →
	Indirect evidence “Our purpose is to enable you to achieve your ambitions with confidence and fulfil your lifestyle aspirations.” Source: RevenueBase Database · checked Sep 20, 2026
6	Tribeca Investment Partners	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	41 contacts →
	Partial evidence “Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.” Source: RevenueBase Database · checked Sep 20, 2026
7	Tynans	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Indirect evidence “Tynans is a boutique financial advisory firm in Brisbane.” Source: RevenueBase Database · checked Sep 20, 2026
8	Intralink Wealth Management	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	33 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
9	Quantiphy	Indirect evidence	Bondi Junction, AustraliaHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Established in 2010 and located in Bondi Junction, Quantiphy provides practical solutions tailored to your specific financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
10	Stratus Financial Group	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	11-50	23 contacts →
	Partial evidence “Stratus Financial Group advises professionals, executives and business owners, retirees, individual and family groups to manage their often-complex financial planning and…” Source: RevenueBase Database · checked Sep 20, 2026
11	Infinity Financial Consultants	Indirect evidence	Bowen Hills, AustraliaHQ checked Sep 20, 2026	11-50	22 contacts →
	Indirect evidence “Infinity Financial Consultants (IFC) is a business founded on integrity and a determination to challenge the status quo.” Source: RevenueBase Database · checked Sep 20, 2026
12	Morgans Milton, Springfield And Townsville	Indirect evidence	Milton, AustraliaHQ checked Sep 20, 2026	11-50	21 contacts →
	Indirect evidence “The Milton office was established in October 2005 with a commitment to delivering excellence in financial advice for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
13	Peloton Capital	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Partial evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 20, 2026
14	Dmca Advisory	Indirect evidence	Dulwich, AustraliaHQ checked Sep 20, 2026	11-50	19 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
15	Vista Financial Group	Indirect evidence	Beaumaris, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “At Vista Financial, we understand that financial decisions go beyond numbers-they're about securing your family's future, creating lasting wealth, and finding the peace of mind…” Source: RevenueBase Database · checked Sep 20, 2026
16	Honeywell Capital	Indirect evidence	Newcastle, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “For many Australians, finance and superannuation can often seem confusing.” Source: RevenueBase Database · checked Sep 20, 2026
17	Rivkin Securities	Indirect evidence	Rushcutters Bay, AustraliaHQ checked Sep 20, 2026	11-50	18 contacts →
	Indirect evidence “Discover Rivkin, leveraging over 40 years of expertise from the heart of Sydney's Eastern Suburbs, Rivkin stands as your trusted partner in navigating the complexities of wealth…” Source: RevenueBase Database · checked Sep 20, 2026
18	Calder Wealth Management	Indirect evidence	Unley, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Source: RevenueBase Database · checked Sep 20, 2026
19	Integral Private Wealth	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial evidence “Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.” Source: RevenueBase Database · checked Sep 20, 2026
20	Hpartners	Indirect evidence	Toowoomba, AustraliaHQ checked Sep 20, 2026	11-50	17 contacts →
	Indirect evidence “HPartners has been helping clients to take control of their financial future for more than 20 years.” Source: RevenueBase Database · checked Sep 20, 2026
21	Diamond Blue Financial Services	Partial evidence	Sydney, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.” Source: RevenueBase Database · checked Sep 20, 2026
22	Greenrock	Partial evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Partial evidence “Since our establishment in 2016, Greenrock Advisory Pty Ltd has remained committed to pursuing excellence in the realm of property investment.” Source: RevenueBase Database · checked Sep 20, 2026
23	OAK Financial Planning	Indirect evidence	Kew East, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Indirect evidence “Oak Financial Planning is a division of Oak Group Holdings based in 3 Melbourne locations and prides itself on having a collaborative, versatile, hard working and innovative…” Source: RevenueBase Database · checked Sep 20, 2026
24	Candour Capital	Strong evidence	Chatswood, AustraliaHQ checked Sep 20, 2026	11-50	16 contacts →
	Strong evidence “Candour Capital is a boutique wealth management firm, focusing on personalized fixed income investment strategies to help clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
25	Port Jackson Family Office	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	15 contacts →
	Indirect evidence “Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…” Source: RevenueBase Database · checked Sep 20, 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: minority-owned investment managers. 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 minority-owned investment managers.
Partial evidence: Its own public description names part of minority-owned investment managers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name minority-owned investment managers. 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 304 minority-owned investment managers based in Australia

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Minority-owned investment managers based in Australia at a glance

As of Sep 20, 2026

58.0%Verified-email coverage

8.3Average contacts per company

1-10Median size (employees)

17.8%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

219

11-50

51-200

201-500

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 304 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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 1,463 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 20, 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.

Minority-owned investment managers by metro

Minority-owned investment managers in Sydney54
Minority-owned investment managers in Melbourne45

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 minority-owned investment managers, 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 minority-owned investment managers are there based in Australia?

RevenueBase identified 304 minority-owned investment managers 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?

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

Which city has the most minority-owned investment managers?

Sydney leads with 54 headquartered companies, followed by Melbourne (45) and Brisbane (13).

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 1,463 verified decision-maker contacts tracked across these 304 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 20, 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.