Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in Australia

RevenueBase identified 115 company matches for mutual funds companies associated with Australia as of September 2026 and tracks 2,718 professional contacts across them, including 1,467 with verified work emails. Sydney is the largest hub.

This list covers company matches for mutual funds 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 19, 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 19, 2026 How this list was built
115Companies
2,718Contacts tracked
1,467Verified emails
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The 25 largest mutual funds companies based in Australia

Ranked by team size
Top 25 of 115 company matches for mutual funds companies based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 19, 2026201-500556 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchMelbourne, AustraliaHQ recorded Sep 19, 2026501-1,000528 contacts →

Exact match

“Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 19, 202651-200191 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 19, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 19, 2026201-500138 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 19, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 19, 202651-20081 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 19, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Sep 19, 202651-20068 contacts →

Exact match

“Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5041 contacts →

Exact match

“Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchBrisbane, AustraliaHQ recorded Sep 19, 202611-5038 contacts →

Exact match

“DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchSydney Cbd, AustraliaHQ recorded Sep 19, 202651-20038 contacts →

Exact match

“T.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchBrisbane, AustraliaHQ recorded Sep 19, 202611-5033 contacts →

Exact match

“Tynans is a boutique financial advisory firm in Brisbane.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5026 contacts →

Exact match

“Our story begins in Cape Town in 1973, when Dr Allan Gray established the business around his contrarian approach to investing.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5023 contacts →

Exact match

“Atrium Investment Management is a specialist global investment management firm based in Sydney.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Sep 19, 202611-5019 contacts →

Exact match

“Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchDulwich, AustraliaHQ recorded Sep 19, 202611-5019 contacts →

Exact match

“Whether you're looking for strategic advice, or want to achieve better returns for your business, greater financial security for your family, or the benefits that come with…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchMilsons Point, AustraliaHQ recorded Sep 19, 202611-5015 contacts →

Exact match

“Sharewise is your comprehensive full-service share advisory, offering expert guidance and professional stockbroking services to help Australian investors navigate the complexities…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchMelbourne, AustraliaHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“Founded in 2003, Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market Investment.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchBondi Junction, AustraliaHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“A global funds manager founded by John Hempton and Simon Maher.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchBrighton, AustraliaHQ recorded Sep 19, 202611-5011 contacts →

Exact match

“Morgans Financial Brighton was established in 2003 and has grown over the years to become an industry leader in providing high quality investment advice to our diverse range of…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchAdelaide, AustraliaHQ recorded Sep 19, 202611-5010 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 19, 2026 · View company records in RevenueBase
20Exact matchPerth, AustraliaHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Many people associate financial planning with retirement – but it is much more than that.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchBrisbane, AustraliaHQ recorded Sep 19, 20261-109 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 19, 2026 · View company records in RevenueBase
22Exact matchMelbourne, AustraliaHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchMelbourne, AustraliaHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Armytage Private is a boutique investment specialist majority owned by members of its investment team and key executives.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchCremorne, AustraliaHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Fin-X is a global multi-asset full-service investment advisory firm.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchMelbourne, AustraliaHQ recorded Sep 19, 20261-108 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 19, 2026 · View company records in RevenueBase

Showing 25 of 115 mutual funds companies based in Australia

See the full list, filter by size, metro and specialty, and access 1,467 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Mutual funds companies based in Australia at a glance

As of Sep 19, 2026
54.0%Verified-email coverage
23.6Average contacts per company
1-10Median size (employees)
32.2%Largest-city concentration · Sydney
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
70
11-50
29
51-200
7
201-500
3
501-1,000
4
5,001-10,000
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 115 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 funds 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 1,467 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 19, 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 funds companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many mutual funds companies are there based in Australia?

RevenueBase identified 115 company matches for mutual funds 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 funds companies?

Sydney leads with 37 company records, followed by Melbourne (14) and Perth (6).

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 1,467 professional contacts with verified work emails tracked across these 115 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 19, 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.