Company lists · Data refreshed September 2026

Top 12 Mobile wealth management companies based in Australia

Name: Mobile 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 26 companies tracked

RevenueBase identified 26 mobile wealth management companies headquartered in 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 mobile wealth management companies 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 17, 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 17, 2026 86% judged on-target in blind review

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 mobile wealth management companies based in Australia, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to mobile wealth management companies: 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 17, 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 17, 2026
2	Myprosperity	Partial evidence	Hawthorn, AustraliaHQ checked Sep 17, 2026	11-50	43 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
3	Halo Technologies PTY LTD	Strong evidence	Sydney, AustraliaHQ checked Sep 17, 2026	51-200	24 contacts →
	Strong evidence “HALO Technologies is the advisor platform for modern digital wealth management.” Source: RevenueBase Database · checked Sep 17, 2026
4	Openinvest	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial 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 17, 2026
5	Navexa	Partial evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “Navexa helps private investors, accountants and wealth professionals track, analyse and report on investment portfolios without relying on messy spreadsheets.” Source: RevenueBase Database · checked Sep 17, 2026
6	Continuum Financial Planners PTY LTD	Indirect evidence	Upper Mount Gravatt, AustraliaHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect 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 17, 2026
7	Briefcase	Indirect evidence	Sydney, AustraliaHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “Active personalisation is the new active investing.” Source: RevenueBase Database · checked Sep 17, 2026
8	Nucleus Wealth	Indirect evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	11-50	4 contacts →
	Indirect evidence “Professional‑grade investing made personal, flexible and easy to understand.” Source: RevenueBase Database · checked Sep 17, 2026
9	Gather	Partial evidence	Gatherwealth.com.au, AustraliaHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Gather is a single, dependable platform where you can see, shape, and grow your wealth.” Source: RevenueBase Database · checked Sep 17, 2026
10	Fincast	Strong evidence	Pyrmont, AustraliaHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong 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 17, 2026
11	Firststep Investments	Strong evidence	Melbourne, AustraliaHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong evidence “FirstStep is a financial technology company specialising in providing investment platforms to financial institutions in the financial services and wealth management sectors.” Source: RevenueBase Database · checked Sep 17, 2026
12	Argent Cashflow	Indirect evidence	Toorak, AustraliaHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “At Argent Cashflow, we empower Australians to take control of their financial future with compassion and innovation.” Source: RevenueBase Database · checked Sep 17, 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: mobile wealth management companies. 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 mobile wealth management companies.
Partial evidence: Its own public description names part of mobile wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mobile wealth management companies. 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 12 of 26 mobile wealth management companies based in Australia

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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

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 26 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 mobile wealth management companies, 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 “mobile wealth management companies”. 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 mobile wealth management companies), 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 mobile wealth management companies, 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, 670 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 17, 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.

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 mobile wealth management companies, 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 mobile wealth management companies are there based in Australia?

RevenueBase identified 26 mobile wealth management companies 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 mobile wealth management companies?

Sydney leads with 9 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 670 verified decision-maker contacts tracked across these 26 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 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 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.