Company lists · Data refreshed September 2026

Top 12 Mobile wealth management companies based in Australia

RevenueBase identified 26 company matches for mobile wealth management companies associated with Australia as of September 2026 and tracks 945 professional contacts across them, including 670 with verified work emails. Sydney is the largest hub.

This list covers company matches for mobile 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
26Companies
945Contacts tracked
670Verified emails
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The 12 largest mobile wealth management companies based in Australia

Ranked by team size
Top 12 of 26 company matches for mobile 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 17, 2026501-1,000750 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2Exact matchHawthorn, AustraliaHQ recorded Sep 17, 202611-5043 contacts →

Exact match

“myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 17, 202651-20024 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Sep 17, 202611-5015 contacts →

Exact match

“OpenInvest is a Melbourne-based managed accounts investment platform that configures and underpins engaging online investing solutions for wealth/asset managers, advice firms and…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5Exact matchMelbourne, AustraliaHQ recorded Sep 17, 20261-106 contacts →

Exact match

“Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6Exact matchUpper Mount Gravatt, AustraliaHQ recorded Sep 17, 20261-104 contacts →

Exact match

“Continuum Financial Planners bring their extensive financial advisory experience to the table and working together with their clients, tailor advice to the specific financial…”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 17, 20261-104 contacts →

Exact match

“Active personalisation is the new active investing.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8Exact matchMelbourne, AustraliaHQ recorded Sep 17, 202611-504 contacts →

Exact match

“Professional‑grade investing made personal, flexible and easy to understand.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9Exact matchGatherwealth.com.au, AustraliaHQ recorded Sep 17, 20261-103 contacts →

Exact match

“Gather is a single, dependable platform where you can see, shape, and grow your wealth.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10Exact matchPyrmont, AustraliaHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
11Exact matchMelbourne, AustraliaHQ recorded Sep 17, 20261-102 contacts →

Exact match

“FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12Exact matchToorak, AustraliaHQ recorded Sep 17, 20261-101 contacts →

Exact match

“At Argent Cashflow, we empower Australians to take control of their financial future with compassion and innovation.”

Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

Showing 12 of 26 mobile wealth management companies based in Australia

See the full list, filter by size, metro and specialty, and access 670 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Mobile wealth management companies based in Australia at a glance

As of Sep 17, 2026
70.9%Verified-email coverage
36.3Average contacts per company
11-50Median size (employees)
34.6%Largest-city concentration · Sydney
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
12
11-50
8
51-200
5
501-1,000
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 26 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 “mobile 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 670 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 “mobile wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 26 company matches for mobile 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?

Hub24 Limited tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most mobile wealth management companies?

Sydney leads with 9 company records, followed by Melbourne (6) and Gold Coast (1).

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 670 professional contacts with verified work emails tracked across these 26 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.