Company lists · Data refreshed September 2026
Top 25 Mutual fund companies based in Australia
RevenueBase identified 84 company matches for mutual fund companies associated with 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 company matches for mutual fund 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 20, 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.
The 25 largest mutual fund companies based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 556 contacts → | ||||
Exact match “Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 191 contacts → | ||||
Exact match “Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 138 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 81 contacts → | ||||
Exact match “KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 14 contacts → | ||||
Exact match “Mancell Financial Group was founded in February 1980.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 10 contacts → | ||||
Exact match “As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 9 contacts → | ||||
Exact match “Many people associate financial planning with retirement – but it is much more than that.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 9 contacts → | ||||
Exact match “Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Fin-X is a global multi-asset full-service investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 8 contacts → | ||||
Exact match “As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 7 contacts → | ||||
Exact match “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “Territory Funds Management empowers people from diverse backgrounds to grow their wealth in a way that manages risk while capitalising on new opportunities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “Your Wealth Financial Services is privately owned and not associated with any financial institution.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “We are committed to achieving unsurpassed client satisfaction.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Since 2015, we’ve been dedicated to helping you make informed, strategic financial decisions with the utmost confidence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “At Capital Wealth Advisers, we strive to provide excellence in service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Fawkner Capital Management is an investment management company based out of Level 19, 644 Chapel St, South Yarra, Australia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “We are a boutique financial advisory firm, specialising in helping you to plan for, and enjoy, a successful retirement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “Sempre Investment Managers is an Australian based investment management business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “mutual fund companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 84 mutual fund companies based in Australia
See the full list, filter by size, metro and specialty, and access 746 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Mutual fund companies based in Australia at a glance
As of Sep 20, 2026Companies by employee count
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
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 “mutual fund 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 746 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 20, 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 “mutual fund companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many mutual fund companies are there based in Australia?
RevenueBase identified 84 company matches for mutual fund 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?
ORD Minnett tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most mutual fund companies?
Sydney leads with 23 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 746 professional contacts with verified work emails tracked across these 84 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 84 mutual fund companies based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Mutual fund companies by geography
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Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Mutual fund companies based in Ahmedabad, India
- Mutual fund companies based in Bangalore, India
- Mutual fund companies based in Chennai, India
- Mutual fund companies based in Kolkata, India
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Company intelligence · public preview
Top 25 mutual fund companies based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 84 matching company records for mutual fund companies based in Australia, with 1,275 tracked contacts and 746 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 mutual fund companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  ORD Minnettords.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 556 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Betasharesbetashares.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 191 contacts → |
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  MLC Asset Managementmlcam.com.auHQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 138 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  KOSECkosec.com.auHQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 81 contacts → |
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Mancell Financial Groupmfg.com.auHQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 14 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Baker Young Limitedbakeryoung.com.auHQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Future Wealth Plannersfwplanners.com.auHQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 9 contacts → |
“Many people associate financial planning with retirement – but it is much more than that.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Guardian Investmentsguardianinvestments.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 9 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fin-X Capital Groupfin-xwealth.com HQ: Cremorne, AustraliaReported employees: 1-10 | Cremorne, Australia | 1-10 | Exact match | 9 contacts → |
“Fin-X is a global multi-asset full-service investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Peak Asset Managementpeakassetmanagement.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Eikon Financialeikonfs.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Besen PTY LTDbesen.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Affluence Funds Managementaffluencefunds.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Territory Funds Managementterritoryfundsmanagement.com.au HQ: Bulimba, AustraliaReported employees: 1-10 | Bulimba, Australia | 1-10 | Exact match | 6 contacts → |
“Territory Funds Management empowers people from diverse backgrounds to grow their wealth in a way that manages risk while capitalising on new opportunities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Spencer Private Wealthspencerprivatewealth.com.au HQ: Sydney Cbd, AustraliaReported employees: 1-10 | Sydney Cbd, Australia | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Your Wealth Financial Servicesyourwealthfs.com.auHQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 5 contacts → |
“Your Wealth Financial Services is privately owned and not associated with any financial institution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Benjamin King Money Wealthbkmwealth.com.au HQ: Richmond, AustraliaReported employees: 1-10 | Richmond, Australia | 1-10 | Exact match | 5 contacts → |
“We are committed to achieving unsurpassed client satisfaction.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Summit Wealth Groupsummitwealthgroup.com.au HQ: Malvern East, AustraliaReported employees: 1-10 | Malvern East, Australia | 1-10 | Exact match | 5 contacts → |
“Since 2015, we’ve been dedicated to helping you make informed, strategic financial decisions with the utmost confidence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Valuepoint Asset Managementvaluepointam.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Helm Capital PTY LTDhelm.com.au HQ: Mt Pleasant, AustraliaReported employees: 1-10 | Mt Pleasant, Australia | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Panoptic Wealth Managementpanopticwealth.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capital Wealth Adviserscapitalwealth.co HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“At Capital Wealth Advisers, we strive to provide excellence in service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fawkner Capital Managementfawknercapital.com HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 3 contacts → |
“Fawkner Capital Management is an investment management company based out of Level 19, 644 Chapel St, South Yarra, Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strategic Retirement Solutions PTY LTDsrsadvice.com.au HQ: Helensvale, AustraliaReported employees: 1-10 | Helensvale, Australia | 1-10 | Exact match | 3 contacts → |
“We are a boutique financial advisory firm, specialising in helping you to plan for, and enjoy, a successful retirement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Sempre Investment Managerssempreinvest.com HQ: Melbourne Cbd, AustraliaReported employees: 1-10 | Melbourne Cbd, Australia | 1-10 | Exact match | 2 contacts → |
“Sempre Investment Managers is an Australian based investment management business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 84 company matches
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Mutual fund companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
83 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for mutual fund companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many mutual fund companies did RevenueBase find based in Australia?
The saved snapshot records 84 matching company records, 1,275 tracked contacts and 746 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Mutual fund companies by geography
- Mutual fund companies based in Ahmedabad, India
- Mutual fund companies based in Bangalore, India
- Mutual fund companies based in Chennai, India
- Mutual fund companies based in Kolkata, India
- Mutual fund companies based in Mumbai, India
- Mutual fund companies based in Pune, India
- Mutual fund companies based in Atlanta, United States
- Mutual fund companies based in Boston, United States
- Mutual fund companies based in Chicago, United States
- Mutual fund companies based in Dallas, United States
- Mutual fund companies based in Houston, United States
- Mutual fund companies based in Miami, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 mutual fund companies based in Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/mutual-fund-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Mutual fund companies based in Ahmedabad, India
- Mutual fund companies based in Bangalore, India
- Mutual fund companies based in Chennai, India
- Mutual fund companies based in Kolkata, India
- Mutual fund companies based in Mumbai, India
- Mutual fund companies based in Pune, India
Company intelligence · public preview
Top 25 mutual fund companies based in Australia
RevenueBase records 84 matching company records for mutual fund companies based in Australia, with 1,275 tracked contacts and 746 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 mutual fund companies based in Australia
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | ORD Minnettords.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 556 contacts → |
“Ord Minnett is an Australian owned wealth management and investment services firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Betasharesbetashares.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 191 contacts → |
“Founded in 2009, Betashares is one of the country’s largest investment managers, with over $60 billion in assets under management.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | MLC Asset Managementmlcam.com.au HQ: Sydney, AustraliaReported employees: 201-500 | Sydney, Australia | 201-500 | Exact match | 138 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | KOSECkosec.com.au HQ: Sydney, AustraliaReported employees: 51-200 | Sydney, Australia | 51-200 | Exact match | 81 contacts → |
“KOSEC - Kodari Securities is a pioneering force in the financial industry, renowned for its unwavering commitment to innovation, success, and exceptional performance.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Mancell Financial Groupmfg.com.au HQ: Burnie, AustraliaReported employees: 11-50 | Burnie, Australia | 11-50 | Exact match | 14 contacts → |
“Mancell Financial Group was founded in February 1980.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Baker Young Limitedbakeryoung.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 10 contacts → |
“As South Australia’s premier Investment company, Baker Young specialises in providing personal and professional service to private clients.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Future Wealth Plannersfwplanners.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 9 contacts → |
“Many people associate financial planning with retirement – but it is much more than that.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Guardian Investmentsguardianinvestments.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 9 contacts → |
“Guardian Investments (Guardian) began operations as a boutique investment advisory and portfolio manager with its own Securities Dealers Licence in 1989.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Fin-X Capital Groupfin-xwealth.com HQ: Cremorne, AustraliaReported employees: 1-10 | Cremorne, Australia | 1-10 | Exact match | 9 contacts → |
“Fin-X is a global multi-asset full-service investment advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Peak Asset Managementpeakassetmanagement.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 8 contacts → |
“As a PEAK Asset Management client, you will receive full service portfolio management, portfolio administration (multi-asset, multi-currency), reporting and personalized advice…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Eikon Financialeikonfs.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 7 contacts → |
“Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Besen PTY LTDbesen.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 7 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Affluence Funds Managementaffluencefunds.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“Affluence Funds Management is a boutique investment management firm that specialises in providing investors with a high quality, vastly diversified portfolio of investments.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Territory Funds Managementterritoryfundsmanagement.com.au HQ: Bulimba, AustraliaReported employees: 1-10 | Bulimba, Australia | 1-10 | Exact match | 6 contacts → |
“Territory Funds Management empowers people from diverse backgrounds to grow their wealth in a way that manages risk while capitalising on new opportunities.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Spencer Private Wealthspencerprivatewealth.com.au HQ: Sydney Cbd, AustraliaReported employees: 1-10 | Sydney Cbd, Australia | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Your Wealth Financial Servicesyourwealthfs.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 5 contacts → |
“Your Wealth Financial Services is privately owned and not associated with any financial institution.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Benjamin King Money Wealthbkmwealth.com.au HQ: Richmond, AustraliaReported employees: 1-10 | Richmond, Australia | 1-10 | Exact match | 5 contacts → |
“We are committed to achieving unsurpassed client satisfaction.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Summit Wealth Groupsummitwealthgroup.com.au HQ: Malvern East, AustraliaReported employees: 1-10 | Malvern East, Australia | 1-10 | Exact match | 5 contacts → |
“Since 2015, we’ve been dedicated to helping you make informed, strategic financial decisions with the utmost confidence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Valuepoint Asset Managementvaluepointam.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“VAM delivers financial freedom to our clients by offering tailored investment portfolios to suit our client’s needs and financial objectives.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Helm Capital PTY LTDhelm.com.au HQ: Mt Pleasant, AustraliaReported employees: 1-10 | Mt Pleasant, Australia | 1-10 | Exact match | 3 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Panoptic Wealth Managementpanopticwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“Founded by Managing Director, David Reynolds, Panoptic Wealth is a boutique, client-centric wealth management firm with offices in Sydney and Brisbane.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Capital Wealth Adviserscapitalwealth.co HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 3 contacts → |
“At Capital Wealth Advisers, we strive to provide excellence in service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Fawkner Capital Managementfawknercapital.com HQ: South Yarra, AustraliaReported employees: 1-10 | South Yarra, Australia | 1-10 | Exact match | 3 contacts → |
“Fawkner Capital Management is an investment management company based out of Level 19, 644 Chapel St, South Yarra, Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Strategic Retirement Solutions PTY LTDsrsadvice.com.au HQ: Helensvale, AustraliaReported employees: 1-10 | Helensvale, Australia | 1-10 | Exact match | 3 contacts → |
“We are a boutique financial advisory firm, specialising in helping you to plan for, and enjoy, a successful retirement.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Sempre Investment Managerssempreinvest.com HQ: Melbourne Cbd, AustraliaReported employees: 1-10 | Melbourne Cbd, Australia | 1-10 | Exact match | 2 contacts → |
“Sempre Investment Managers is an Australian based investment management business.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 84 company matches
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Mutual fund companies: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
83 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for mutual fund companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many mutual fund companies did RevenueBase find based in Australia?
The saved snapshot records 84 matching company records, 1,275 tracked contacts and 746 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 mutual fund companies based in Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/mutual-fund-companies/australia.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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