Company lists · Data refreshed September 2026

Top 25 Multi-family office software companies based in Australia

RevenueBase identified 70 multi-family office software companies headquartered in Australia as of September 2026 and tracks 3,159 professional contacts across them, including 2,068 with verified work emails. Sydney is the largest hub.

This list covers multi-family office software 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 29, 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 29, 2026 86% judged on-target in blind review
70Companies
3,159Contacts tracked
2,068Verified emails
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The 25 largest multi-family office software companies based in Australia

Ranked by team size
Top 25 of 70 multi-family office software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to multi-family office software 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMelbourne, AustraliaHQ checked Sep 29, 20261,001-5,0001,664 contacts →

Indirect evidence

“We’re here to help you build financial security and grow your wealth with confidence.”

Source: RevenueBase Database · checked Sep 29, 2026
2Indirect evidenceSydney, AustraliaHQ checked Sep 29, 2026501-1,000750 contacts →

Indirect 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 29, 2026
3Partial evidenceMelbourne, AustraliaHQ checked Sep 29, 202651-200218 contacts →

Partial evidence

“Mutual Trust provides integrated wealth and professional services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals.”

Source: RevenueBase Database · checked Sep 29, 2026
4Strong evidenceSydney, AustraliaHQ checked Sep 29, 202611-5037 contacts →

Strong evidence

“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202611-5025 contacts →

Indirect evidence

“Elemnta is an award-winning Australian financial technology company founded by former financial advisers who have a first-hand understanding of the industry's challenges.”

Source: RevenueBase Database · checked Sep 29, 2026
6Strong evidenceMelbourne, AustraliaHQ checked Sep 29, 202611-5022 contacts →

Strong evidence

“Drummond Capital Partners is a leading provider of investment solutions to financial advisory firms and family offices.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceSydney, AustraliaHQ checked Sep 29, 202611-5021 contacts →

Strong evidence

“Private Multi Family Office Preserving wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
8Strong evidenceBrisbane, AustraliaHQ checked Sep 29, 202611-5020 contacts →

Strong evidence

“Keystone Private is Queensland's leading multi-family office.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceRushcutters Bay, AustraliaHQ checked Sep 29, 202611-5016 contacts →

Strong evidence

“Established in 2010, Rivkin Private Wealth is a boutique family office based in Sydney, specialising in diversified financial solutions across various asset classes.”

Source: RevenueBase Database · checked Sep 29, 2026
10Strong evidenceBrisbane City, AustraliaHQ checked Sep 29, 202611-5016 contacts →

Strong evidence

“EWM Group was formed in 2005 as Australia’s first independent multi-family office.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSouth Yarra, AustraliaHQ checked Sep 29, 20261-1012 contacts →

Indirect evidence

“Proudly privately owned and deeply client-centric, 1010 Capital is the investment advisory business for the bold.”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceSydney, AustraliaHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“Portfolio Assurance is the continuous verification that investment portfolios remain aligned to mandate, client preferences, regulatory obligations, and risk tolerances, across…”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceEast Melbourne, AustraliaHQ checked Sep 29, 202611-5010 contacts →

Strong evidence

“QuarterFive marks the beginning of a new era in family office advisory, where modern solutions meet timeless values to support the dynamic needs of contemporary high-net-worth…”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceSydney, AustraliaHQ checked Sep 29, 202611-509 contacts →

Strong evidence

“Our Wealth Management and Family Office business helps aspiring and high net wealth Clients and their families create and preserve their wealth even through periods of extreme…”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceMelbourne, AustraliaHQ checked Sep 29, 202611-509 contacts →

Strong evidence

“Cashel Family Office is redefining what it means to be a member of a family office.”

Source: RevenueBase Database · checked Sep 29, 2026
16Strong evidenceUltimo, AustraliaHQ checked Sep 29, 202611-509 contacts →

Strong evidence

“The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceSydney, AustraliaHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“Take control with Titanium!”

Source: RevenueBase Database · checked Sep 29, 2026
18Strong evidenceSandgate, AustraliaHQ checked Sep 29, 202611-507 contacts →

Strong evidence

“Founded in 1954, Shaw Investments is a multi-family office headquartered in Australia, that makes long-term investments in real-estate and more recently technology.”

Source: RevenueBase Database · checked Sep 29, 2026
19Strong evidenceSydney, AustraliaHQ checked Sep 29, 20261-106 contacts →

Strong evidence

“AP Family Office (APFO) stands as a premier multi-family office dedicated to the sophisticated preservation and strategic growth of intergenerational wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceHawthorn East, AustraliaHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
21Indirect evidenceSouthport, AustraliaHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“B.P.”

Source: RevenueBase Database · checked Sep 29, 2026
22Strong evidenceMelbourne, AustraliaHQ checked Sep 29, 202611-505 contacts →

Strong evidence

“CXi Software streamlines and automates the back office operations of Fund Managers and Fund Administrators.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceSydney, AustraliaHQ checked Sep 29, 202611-505 contacts →

Partial evidence

“HeirWealth is the complete wealth register for high-net-worth families in Australia and the UK that want harmony and a timeless legacy.”

Source: RevenueBase Database · checked Sep 29, 2026
24Strong evidenceMelbourne, AustraliaHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“Moonah Tree Capital is a family office focused on a long-term, diversified property investment portfolio.”

Source: RevenueBase Database · checked Sep 29, 2026
25Strong evidenceSydney, AustraliaHQ checked Sep 29, 20261-103 contacts →

Strong evidence

“GGBwealthcare is a boutique "multi-family office" business based in Sydney but services its clients globally.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 70 multi-family office software companies based in Australia

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Multi-family office software companies based in Australia at a glance

As of Sep 29, 2026
65.5%Verified-email coverage
45.1Average contacts per company
1-10Median size (employees)
30.0%Largest-city concentration · Sydney
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
37
11-50
28
51-200
3
501-1,000
1
1,001-5,000
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 70 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 multi-family office software 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 “multi-family office software 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 multi-family office software 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 multi-family office software 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, 2,068 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 29, 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 multi-family office software 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 multi-family office software companies are there based in Australia?

RevenueBase identified 70 multi-family office software 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?

Findex, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most multi-family office software companies?

Sydney leads with 21 headquartered companies, followed by Melbourne (14) and Brisbane (5).

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 2,068 verified decision-maker contacts tracked across these 70 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 29, 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.