Company lists · Data refreshed September 2026

Top 25 Mutual fund companies based in Australia

Name: Mutual fund companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 84 companies tracked

RevenueBase identified 84 mutual fund companies headquartered in Australia as of September 2026 and tracks 1,275 professional contacts across them, including 746 with verified work emails. Sydney is the largest hub.

This list covers mutual fund 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 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

84Companies

1,275Contacts tracked

746Verified emails

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The 25 largest mutual fund companies based in Australia

Ranked by team size

Top 25 of 84 mutual fund companies 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 mutual fund 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	ORD Minnett	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 20, 2026
2	Betashares	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	191 contacts →
	Indirect evidence “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026
3	MLC Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	201-500	138 contacts →
	Indirect evidence “At MLC Asset Management, clients have trusted us to manage their investments for almost 40 years, and we have a strong history of innovation and growth.” Source: RevenueBase Database · checked Sep 20, 2026
4	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	51-200	81 contacts →
	Indirect evidence “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Source: RevenueBase Database · checked Sep 20, 2026
5	Mancell Financial Group	Indirect evidence	Burnie, AustraliaHQ checked Sep 20, 2026	11-50	14 contacts →
	Indirect evidence “Mancell Financial Group was founded in February 1980.” Source: RevenueBase Database · checked Sep 20, 2026
6	Baker Young Limited	Indirect evidence	Adelaide, AustraliaHQ checked Sep 20, 2026	11-50	10 contacts →
	Indirect evidence “As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Source: RevenueBase Database · checked Sep 20, 2026
7	Future Wealth Planners	Indirect evidence	Perth, AustraliaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Many people associate financial planning with retirement – but it is much more than that.” Source: RevenueBase Database · checked Sep 20, 2026
8	Guardian Investments	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Source: RevenueBase Database · checked Sep 20, 2026
9	Fin-X Capital Group	Indirect evidence	Cremorne, AustraliaHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Fin-X is a global multi-asset full-service investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
10	Peak Asset Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Source: RevenueBase Database · checked Sep 20, 2026
11	Eikon Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 20, 2026
12	Besen PTY LTD	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
13	Affluence Funds Management	Partial evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Source: RevenueBase Database · checked Sep 20, 2026
14	Territory Funds Management	Partial evidence	Bulimba, AustraliaHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “Territory Funds Management empowers people from diverse backgrounds to grow their wealth in a way that manages risk while capitalising on new opportunities.” Source: RevenueBase Database · checked Sep 20, 2026
15	Spencer Private Wealth	Indirect evidence	Sydney Cbd, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Spencer Private Wealth, we are passionate about making a difference and enriching our clients' lives by partnering with them to help them understand and manage their finances…” Source: RevenueBase Database · checked Sep 20, 2026
16	Your Wealth Financial Services	Indirect evidence	Perth, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Your Wealth Financial Services is privately owned and not associated with any financial institution.” Source: RevenueBase Database · checked Sep 20, 2026
17	Benjamin King Money Wealth	Indirect evidence	Richmond, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “We are committed to achieving unsurpassed client satisfaction.” Source: RevenueBase Database · checked Sep 20, 2026
18	Summit Wealth Group	Indirect evidence	Malvern East, AustraliaHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Since 2015, we’ve been dedicated to helping you make informed, strategic financial decisions with the utmost confidence.” Source: RevenueBase Database · checked Sep 20, 2026
19	Valuepoint Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Source: RevenueBase Database · checked Sep 20, 2026
20	Helm Capital PTY LTD	Indirect evidence	Mt Pleasant, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Helm Capital Pty Ltd ABN 23 002 336 254 is dedicated to creating and preserving long term wealth for clients through quality investment, technical advice and service.” Source: RevenueBase Database · checked Sep 20, 2026
21	Panoptic Wealth Management	Indirect evidence	Brisbane, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Source: RevenueBase Database · checked Sep 20, 2026
22	Capital Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “At Capital Wealth Advisers, we strive to provide excellence in service.” Source: RevenueBase Database · checked Sep 20, 2026
23	Fawkner Capital Management	Indirect evidence	South Yarra, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Fawkner Capital Management is an investment management company based out of Level 19, 644 Chapel St, South Yarra, Australia.” Source: RevenueBase Database · checked Sep 20, 2026
24	Strategic Retirement Solutions PTY LTD	Indirect evidence	Helensvale, AustraliaHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “We are a boutique financial advisory firm, specialising in helping you to plan for, and enjoy, a successful retirement.” Source: RevenueBase Database · checked Sep 20, 2026
25	Sempre Investment Managers	Indirect evidence	Melbourne Cbd, AustraliaHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Sempre Investment Managers is an Australian based investment management business.” 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: mutual fund 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 mutual fund companies.
Partial evidence: Its own public description names part of mutual fund companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mutual fund 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 25 of 84 mutual fund companies based in Australia

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Mutual fund companies based in Australia at a glance

As of Sep 20, 2026

58.5%Verified-email coverage

15.2Average contacts per company

1-10Median size (employees)

27.4%Largest-city concentration · Sydney

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

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 84 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 mutual fund 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 “mutual fund 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 mutual fund 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 mutual fund 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, 746 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.

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 mutual fund 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 mutual fund companies are there based in Australia?

RevenueBase identified 84 mutual fund 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?

ORD Minnett, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most mutual fund companies?

Sydney leads with 23 headquartered companies, followed by Melbourne (9) and Brisbane (4).

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 746 verified decision-maker contacts tracked across these 84 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.