Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in Australia

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 115 companies tracked

RevenueBase identified 115 mutual funds companies headquartered in 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 mutual funds 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 19, 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 19, 2026 86% judged on-target in blind review

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 mutual funds companies based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to mutual funds 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 19, 2026	201-500	556 contacts →
	Indirect evidence “Ord Minnett is an Australian owned wealth management and investment services firm.” Source: RevenueBase Database · checked Sep 19, 2026
2	Bell Potter Securities	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	501-1,000	528 contacts →
	Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 19, 2026
3	Betashares	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
4	MLC Asset Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
5	KOSEC	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 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 19, 2026
6	Taylor Collison Limited	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	51-200	68 contacts →
	Indirect evidence “Taylor Collison is a leading financial services firm, providing advice and wealth creation services to private and institutional investors and corporate clients throughout…” Source: RevenueBase Database · checked Sep 19, 2026
7	Tribeca Investment Partners	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	41 contacts →
	Indirect evidence “Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.” Source: RevenueBase Database · checked Sep 19, 2026
8	DNR Capital	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	38 contacts →
	Indirect evidence “DNR Capital is an Australian investment management company that delivers client-focused, quality investment solutions to institutions, advisers and individual investors.” Source: RevenueBase Database · checked Sep 19, 2026
9	T. Rowe Price Australia	Indirect evidence	Sydney Cbd, AustraliaHQ checked Sep 19, 2026	51-200	38 contacts →
	Indirect evidence “T.” Source: RevenueBase Database · checked Sep 19, 2026
10	Tynans	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	33 contacts →
	Indirect evidence “Tynans is a boutique financial advisory firm in Brisbane.” Source: RevenueBase Database · checked Sep 19, 2026
11	Allan Gray Australia	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Our story begins in Cape Town in 1973, when Dr Allan Gray established the business around his contrarian approach to investing.” Source: RevenueBase Database · checked Sep 19, 2026
12	Atrium Investment Management	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	23 contacts →
	Indirect evidence “Atrium Investment Management is a specialist global investment management firm based in Sydney.” Source: RevenueBase Database · checked Sep 19, 2026
13	Peloton Capital	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…” Source: RevenueBase Database · checked Sep 19, 2026
14	Dmca Advisory	Indirect evidence	Dulwich, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
15	Sharewise	Indirect evidence	Milsons Point, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “Sharewise is your comprehensive full-service share advisory, offering expert guidance and professional stockbroking services to help Australian investors navigate the complexities…” Source: RevenueBase Database · checked Sep 19, 2026
16	Leyland Private Asset Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Indirect evidence “Founded in 2003, Leyland Private Asset Management is an independently owned firm specialising in Australian Stock Market Investment.” Source: RevenueBase Database · checked Sep 19, 2026
17	Bronte Capital Management PTY LTD	Partial evidence	Bondi Junction, AustraliaHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “A global funds manager founded by John Hempton and Simon Maher.” Source: RevenueBase Database · checked Sep 19, 2026
18	Morgans Financial Brighton	Indirect evidence	Brighton, AustraliaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
19	Baker Young Limited	Indirect evidence	Adelaide, AustraliaHQ checked Sep 19, 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 19, 2026
20	Future Wealth Planners	Indirect evidence	Perth, AustraliaHQ checked Sep 19, 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 19, 2026
21	Guardian Investments	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 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 19, 2026
22	Activam Group	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Activam Group (Activam) is an investment firm that specialises in providing multi-asset portfolio management and investment consulting services to financial advice practices…” Source: RevenueBase Database · checked Sep 19, 2026
23	Armytage Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Armytage Private is a boutique investment specialist majority owned by members of its investment team and key executives.” Source: RevenueBase Database · checked Sep 19, 2026
24	Fin-X Capital Group	Indirect evidence	Cremorne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Fin-X is a global multi-asset full-service investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
25	Peak Asset Management	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 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 19, 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 funds 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 funds companies.
Partial evidence: Its own public description names part of mutual funds companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name mutual funds 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 115 mutual funds companies based in Australia

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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

11-50

51-200

201-500

501-1,000

5,001-10,000

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 115 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 funds 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 funds 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 funds 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 funds 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, 1,467 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 19, 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.

Mutual funds companies by metro

Mutual funds companies in Sydney37

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 funds 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 funds companies are there based in Australia?

RevenueBase identified 115 mutual funds 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 funds companies?

Sydney leads with 37 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,467 verified decision-maker contacts tracked across these 115 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 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 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.