Company lists · Data refreshed September 2026
Top 24 Nonprofit investment advisors based in Australia
RevenueBase identified 43 company matches for nonprofit investment advisors associated with Australia as of September 2026 and tracks 212 professional contacts across them, including 113 with verified work emails. Sydney is the largest hub.
This list covers company matches for nonprofit investment advisors 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 24 largest nonprofit investment advisors based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32 contacts → | ||||
Exact match “Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 25 contacts → | ||||
Exact match “First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 14 contacts → | ||||
Exact match “Professional, Proficient, Personalised.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 11 contacts → | ||||
Exact match “At Context Capital, we believe that there is no single investment strategy that meets all client’s needs and any investment solution must reflect the philosophy, beliefs and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 11 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 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “O'Hara Partners is a bespoke investment advisory business owned and run by people with a deeper level of expertise and knowledge based on years in professional financial markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 3 contacts → | ||||
Exact match “Edsuplan Teacher Financial Services was established in 1982 and has a proud history of developing financial strategies for members of The Victorian Department of Education to help…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match “We provide tailored, trusted, objective advice to high net worth families seeking a better financial path.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 2 contacts → | ||||
Exact match “GTG Capital Partners provides holistic financial advice and investment banking solutions, with offices in Brisbane and Melbourne.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 2 contacts → | ||||
Exact match “Tas Ethical is a highly successful, award winning, Hobart based, financial advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 2 contacts → | ||||
Exact match “THE ethical financial advice specialist for professionals and business owners who want to invest responsibly.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 2 contacts → | ||||
Exact match “Assurity Financial Group is an investment management company based out of NSW, Australia” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Wealth 21 is an investment advisory practice based at Unit 12/100 Burnett St, Buderim, Australia.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 1 contacts → | ||||
Exact match “Whitehill Financial is a financial planning firm specialising in investment management and advisory services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 1 contacts → | ||||
Exact match “Welcome to Daintree Wealth, where we are committed to empowering individual investors to achieve their financial goals while aligning their investments with their values and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 1 contacts → | ||||
Exact match “Servicing family offices, investors, foundations & trusts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 1 contacts → | ||||
Exact match “Pinto Advisory offers expert investment administration and analysis services tailored to meet your business’ needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 1 contacts → | ||||
Exact match “With a history dating back to its establishment in 1989 by Ray Griffin, Baiocchi Griffin Private Wealth offers professional advice and personalised investment management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 1 contacts → | ||||
Exact match “Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” 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 “nonprofit investment advisors”. 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 24 of 43 nonprofit investment advisors based in Australia
See the full list, filter by size, metro and specialty, and access 113 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Nonprofit investment advisors 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 43 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 “nonprofit investment advisors” 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 113 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 “nonprofit investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many nonprofit investment advisors are there based in Australia?
RevenueBase identified 43 company matches for nonprofit investment advisors 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?
Ethinvest tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most nonprofit investment advisors?
Sydney leads with 13 company records, followed by Melbourne (4) and Perth (3).
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 113 professional contacts with verified work emails tracked across these 43 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 43 nonprofit investment advisors based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Nonprofit investment advisors by geography
- Nonprofit investment advisors based in Atlanta, United States
- Nonprofit investment advisors based in Austin, United States
- Nonprofit investment advisors based in Boston, United States
- Nonprofit investment advisors based in Charlotte, United States
- Nonprofit investment advisors based in Chicago, United States
- Nonprofit investment advisors based in Dallas, United States
- Nonprofit investment advisors based in Denver, United States
- Nonprofit investment advisors based in Houston, United States
- Nonprofit investment advisors based in New York, United States
- Nonprofit investment advisors based in Portland, United States
- Nonprofit investment advisors based in San Diego, United States
- Nonprofit investment advisors based in San Francisco, United States
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
- Nonprofit investment advisors based in Atlanta, United States
- Nonprofit investment advisors based in Austin, United States
- Nonprofit investment advisors based in Boston, United States
- Nonprofit investment advisors based in Charlotte, United States
- Nonprofit investment advisors based in Chicago, United States
- Nonprofit investment advisors based in Dallas, United States
Company intelligence · public preview
Top 24 nonprofit investment advisors 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 43 matching company records for nonprofit investment advisors based in Australia, with 212 tracked contacts and 113 verified work emails.
This public preview shows 24 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 24 nonprofit investment advisors 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 |  Ethinvestethinvest.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  First Samuel Limitedfirstsamuel.com.auHQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Frais Capital PTY LTDfraiscapital.comHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 15 contacts → |
“Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Vostro Private Wealthvostroprivate.com.au HQ: Albert Park, AustraliaReported employees: 11-50 | Albert Park, Australia | 11-50 | Exact match | 14 contacts → |
“Professional, Proficient, Personalised.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wattle Partners Retirement Wealth Specialistswattlepartners.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Context Capitalcontextcapital.com.auHQ: Leederville, AustraliaReported employees: 11-50 | Leederville, Australia | 11-50 | Exact match | 11 contacts → |
“At Context Capital, we believe that there is no single investment strategy that meets all client’s needs and any investment solution must reflect the philosophy, beliefs and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Morgans Financial Brightonmorgans.com.auHQ: Brighton, AustraliaReported employees: 11-50 | Brighton, Australia | 11-50 | Exact match | 11 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Fitzpatricks Financial Groupfitz.com.auHQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 10 contacts → |
“Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Portum Private Wealthportumwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | O ' H A R A P A R T N E R Soharapartners.com.au HQ: Darlinghurst, AustraliaReported employees: 11-50 | Darlinghurst, Australia | 11-50 | Exact match | 3 contacts → |
“O'Hara Partners is a bespoke investment advisory business owned and run by people with a deeper level of expertise and knowledge based on years in professional financial markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  RM Wealthrmwealth.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Edsuplan Teacher Financial Servicesedsuplan.com.au HQ: Moorabbin, AustraliaReported employees: 1-10 | Moorabbin, Australia | 1-10 | Exact match | 3 contacts → |
“Edsuplan Teacher Financial Services was established in 1982 and has a proud history of developing financial strategies for members of The Victorian Department of Education to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ethical Wealth Partnersethicalwealthpartners.com.auHQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 2 contacts → |
“We provide tailored, trusted, objective advice to high net worth families seeking a better financial path.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  GTG Capital Partnersgtgcapital.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 2 contacts → |
“GTG Capital Partners provides holistic financial advice and investment banking solutions, with offices in Brisbane and Melbourne.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | TAS Ethicaltasethical.com.au HQ: North Hobart, AustraliaReported employees: 1-10 | North Hobart, Australia | 1-10 | Exact match | 2 contacts → |
“Tas Ethical is a highly successful, award winning, Hobart based, financial advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Novo Wealthnovowealth.com.au HQ: Kent Town, AustraliaReported employees: 1-10 | Kent Town, Australia | 1-10 | Exact match | 2 contacts → |
“THE ethical financial advice specialist for professionals and business owners who want to invest responsibly.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Assurity Financial Groupassurityfinancial.com.auHQ: Dover Heights, AustraliaReported employees: 1-10 | Dover Heights, Australia | 1-10 | Exact match | 2 contacts → |
“Assurity Financial Group is an investment management company based out of NSW, Australia” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth 21wealth21.com.au HQ: Buderim, AustraliaReported employees: 1-10 | Buderim, Australia | 1-10 | Exact match | 1 contacts → |
“Wealth 21 is an investment advisory practice based at Unit 12/100 Burnett St, Buderim, Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Whitehill Financialwhitehillfinancial.com.au HQ: Buninyong, AustraliaReported employees: 1-10 | Buninyong, Australia | 1-10 | Exact match | 1 contacts → |
“Whitehill Financial is a financial planning firm specialising in investment management and advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Daintree Wealthdaintreewealth.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Welcome to Daintree Wealth, where we are committed to empowering individual investors to achieve their financial goals while aligning their investments with their values and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Kenziecoruthmckenzie.comHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Servicing family offices, investors, foundations & trusts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Pinto Advisorypintoadvisory.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Pinto Advisory offers expert investment administration and analysis services tailored to meet your business’ needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Baiocchi Griffin Private Wealth PTY LTDbgprivatewealth.com.au HQ: Tamworth, AustraliaReported employees: 1-10 | Tamworth, Australia | 1-10 | Exact match | 1 contacts → |
“With a history dating back to its establishment in 1989 by Ray Griffin, Baiocchi Griffin Private Wealth offers professional advice and personalised investment management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealth Differentlywealthdifferently.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 43 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Nonprofit investment advisors: 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
43 records in the displayed employee bands.
0 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 43 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 nonprofit investment advisors?
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 nonprofit investment advisors did RevenueBase find based in Australia?
The saved snapshot records 43 matching company records, 212 tracked contacts and 113 verified emails. The public preview displays 24 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
Nonprofit investment advisors by geography
- Nonprofit investment advisors based in Atlanta, United States
- Nonprofit investment advisors based in Austin, United States
- Nonprofit investment advisors based in Boston, United States
- Nonprofit investment advisors based in Charlotte, United States
- Nonprofit investment advisors based in Chicago, United States
- Nonprofit investment advisors based in Dallas, United States
- Nonprofit investment advisors based in Denver, United States
- Nonprofit investment advisors based in Houston, United States
- Nonprofit investment advisors based in New York, United States
- Nonprofit investment advisors based in Portland, United States
- Nonprofit investment advisors based in San Diego, United States
- Nonprofit investment advisors based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 24 nonprofit investment advisors based in Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-investment-advisors/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
- Nonprofit investment advisors based in Atlanta, United States
- Nonprofit investment advisors based in Austin, United States
- Nonprofit investment advisors based in Boston, United States
- Nonprofit investment advisors based in Charlotte, United States
- Nonprofit investment advisors based in Chicago, United States
- Nonprofit investment advisors based in Dallas, United States
Company intelligence · public preview
Top 24 nonprofit investment advisors based in Australia
RevenueBase records 43 matching company records for nonprofit investment advisors based in Australia, with 212 tracked contacts and 113 verified work emails.
This public preview shows 24 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 24 nonprofit investment advisors 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 | Ethinvestethinvest.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 32 contacts → |
“Founded in 1989, we are Australia’s oldest ethical and impact investment advisory practice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | First Samuel Limitedfirstsamuel.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 25 contacts → |
“First Samuel has been providing an integrated wealth management service to individuals, families, charities and not-for-prot organisations since Based on the model of a European…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Frais Capital PTY LTDfraiscapital.com HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 15 contacts → |
“Frais Capital provides specific and tailored investment advice to families, individuals, businesses, trustees and not-for-profit organisations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Vostro Private Wealthvostroprivate.com.au HQ: Albert Park, AustraliaReported employees: 11-50 | Albert Park, Australia | 11-50 | Exact match | 14 contacts → |
“Professional, Proficient, Personalised.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Wattle Partners Retirement Wealth Specialistswattlepartners.com.au HQ: Melbourne, AustraliaReported employees: 11-50 | Melbourne, Australia | 11-50 | Exact match | 13 contacts → |
“Our mission is to inform and empower our clients through independent financial advice, to allow them to concentrate on what they value.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Context Capitalcontextcapital.com.au HQ: Leederville, AustraliaReported employees: 11-50 | Leederville, Australia | 11-50 | Exact match | 11 contacts → |
“At Context Capital, we believe that there is no single investment strategy that meets all client’s needs and any investment solution must reflect the philosophy, beliefs and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Morgans Financial Brightonmorgans.com.au HQ: Brighton, AustraliaReported employees: 11-50 | Brighton, Australia | 11-50 | Exact match | 11 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Fitzpatricks Financial Groupfitz.com.au HQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 10 contacts → |
“Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Portum Private Wealthportumwealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Portum Private Wealth® provides private investors, families, charities and not-for-profits with high-level investment advice and services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | O ' H A R A P A R T N E R Soharapartners.com.au HQ: Darlinghurst, AustraliaReported employees: 11-50 | Darlinghurst, Australia | 11-50 | Exact match | 3 contacts → |
“O'Hara Partners is a bespoke investment advisory business owned and run by people with a deeper level of expertise and knowledge based on years in professional financial markets.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | RM Wealthrmwealth.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 3 contacts → |
“At RM Wealth, we provide financial advice that helps our clients to realise their financial potential, open opportunities, and create space for the things that are important to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Edsuplan Teacher Financial Servicesedsuplan.com.au HQ: Moorabbin, AustraliaReported employees: 1-10 | Moorabbin, Australia | 1-10 | Exact match | 3 contacts → |
“Edsuplan Teacher Financial Services was established in 1982 and has a proud history of developing financial strategies for members of The Victorian Department of Education to help…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ethical Wealth Partnersethicalwealthpartners.com.au HQ: Perth, AustraliaReported employees: 1-10 | Perth, Australia | 1-10 | Exact match | 2 contacts → |
“We provide tailored, trusted, objective advice to high net worth families seeking a better financial path.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | GTG Capital Partnersgtgcapital.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 2 contacts → |
“GTG Capital Partners provides holistic financial advice and investment banking solutions, with offices in Brisbane and Melbourne.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | TAS Ethicaltasethical.com.au HQ: North Hobart, AustraliaReported employees: 1-10 | North Hobart, Australia | 1-10 | Exact match | 2 contacts → |
“Tas Ethical is a highly successful, award winning, Hobart based, financial advisory firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Novo Wealthnovowealth.com.au HQ: Kent Town, AustraliaReported employees: 1-10 | Kent Town, Australia | 1-10 | Exact match | 2 contacts → |
“THE ethical financial advice specialist for professionals and business owners who want to invest responsibly.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Assurity Financial Groupassurityfinancial.com.au HQ: Dover Heights, AustraliaReported employees: 1-10 | Dover Heights, Australia | 1-10 | Exact match | 2 contacts → |
“Assurity Financial Group is an investment management company based out of NSW, Australia” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Wealth 21wealth21.com.au HQ: Buderim, AustraliaReported employees: 1-10 | Buderim, Australia | 1-10 | Exact match | 1 contacts → |
“Wealth 21 is an investment advisory practice based at Unit 12/100 Burnett St, Buderim, Australia.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Whitehill Financialwhitehillfinancial.com.au HQ: Buninyong, AustraliaReported employees: 1-10 | Buninyong, Australia | 1-10 | Exact match | 1 contacts → |
“Whitehill Financial is a financial planning firm specialising in investment management and advisory services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Daintree Wealthdaintreewealth.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Welcome to Daintree Wealth, where we are committed to empowering individual investors to achieve their financial goals while aligning their investments with their values and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Kenziecoruthmckenzie.com HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Servicing family offices, investors, foundations & trusts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Pinto Advisorypintoadvisory.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Pinto Advisory offers expert investment administration and analysis services tailored to meet your business’ needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Baiocchi Griffin Private Wealth PTY LTDbgprivatewealth.com.au HQ: Tamworth, AustraliaReported employees: 1-10 | Tamworth, Australia | 1-10 | Exact match | 1 contacts → |
“With a history dating back to its establishment in 1989 by Ray Griffin, Baiocchi Griffin Private Wealth offers professional advice and personalised investment management services.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Wealth Differentlywealthdifferently.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 1 contacts → |
“Our passion is helping HNW families and individuals to discover what is important to them, and then to design a wealth management strategy that reflects their unique viewpoint, so…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 24 of 43 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Nonprofit investment advisors: 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
43 records in the displayed employee bands.
0 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 43 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 nonprofit investment advisors?
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 nonprofit investment advisors did RevenueBase find based in Australia?
The saved snapshot records 43 matching company records, 212 tracked contacts and 113 verified emails. The public preview displays 24 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
Nonprofit investment advisors by geography
- Nonprofit investment advisors based in Atlanta, United States
- Nonprofit investment advisors based in Austin, United States
- Nonprofit investment advisors based in Boston, United States
- Nonprofit investment advisors based in Charlotte, United States
- Nonprofit investment advisors based in Chicago, United States
- Nonprofit investment advisors based in Dallas, United States
- Nonprofit investment advisors based in Denver, United States
- Nonprofit investment advisors based in Houston, United States
- Nonprofit investment advisors based in New York, United States
- Nonprofit investment advisors based in Portland, United States
- Nonprofit investment advisors based in San Diego, United States
- Nonprofit investment advisors based in San Francisco, United States
Cite this list
RevenueBase Data Team. Top 24 nonprofit investment advisors based in Australia. Snapshot: September 20, 2026. https://revenuebase.ai/companies/nonprofit-investment-advisors/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
- Nonprofit investment advisors based in Atlanta, United States
- Nonprofit investment advisors based in Austin, United States
- Nonprofit investment advisors based in Boston, United States
- Nonprofit investment advisors based in Charlotte, United States
- Nonprofit investment advisors based in Chicago, United States
- Nonprofit investment advisors based in Dallas, United States